Alphabet Inc.

ServiceNow, Inc.

Carvana Co.

Microsoft Corporation

The Boeing Company

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research

Morning in New York: geopolitics in the spotlight

Amazon.com, Inc.

NVIDIA Corporation

E-commerce leader and cloud service provider Amazon <a href="https://www.aboutamazon.com/news/aws/aws-project-rainier-ai-trainium-chips-compute-cluster">said</a> that startup Anthropic plans to use 1 million of its custom AI chips by the end of 2025.

Amazon has leased a million AI chips to Anthropic. What does this mean for the company?

Technology giant Nvidia became the first company in history with a market capitalization of more than $5 trillion during extended trading in New York, MarketWatch <a href="https://www.marketwatch.com/livecoverage/stock-market-today-dow-sp500-nasdaq-new-record-highs-fed-rate-cut-meta-microsoft-alphabet?mod=bulletin_ribbon">writes </a>. The chipmaker's stock rose 3.2% on the premarket on October 29. Since the beginning of the year, their value has increased by almost 50%.

Nvidia's capitalization hit the $5 trillion mark on the premarket

The company's shares jumped by 8.5% in over-the-counter trading 

'It's a super-duper chip': Trump to discuss Nvidia's latest AI chip deliveries with China's head of state

UBS Group AG

Switzerland's UBS beat expectations, increasing profits by 74%. Donald Trump signaled he is willing to cut tariffs on Chinese goods, paving the way for a new trade truce. Japan's Nikkei 225 index topped 51,000 points for the first time. About these and other topics - in our review of key events for the morning of October 29.

Uber Technologies, Inc.

Lucid Group, Inc.

Stellantis N.V.

Nvidia will also work with electric car brand Lucid on a platform for self-driving cars

Uber has agreed with Nvidia to create a fleet of 100,000 robotaxis. What about the stock?

Nokia Oyj

Nokia, known as the pioneer of mobile communications, has <a href="https://www.globenewswire.com/news-release/2025/10/28/3175696/0/en/Inside-Information-NVIDIA-to-make-USD-1-0-billion-equity-investment-in-Nokia-in-addition-to-new-strategic-partnership-Nokia-s-Board-resolved-on-directed-share-issuance-to-NVIDIA.html">announced</a> that technology giant Nvidia will acquire its shares for $1 billion, becoming a strategic partner.

Nvidia invests $1 billion in Nokia. Shares of the latter soared by 20%

Domino's Pizza, Inc.

Hon Hai Precision Industry Co., Ltd.

Amazon plans to cut up to 30,000 employees, offsetting over-hiring and implementing AI tools to improve efficiency. HSBC beat earnings forecasts despite a $1.1 billion Madoff case provision and expects over $43 billion in net interest income in 2025. The price of gold fell below the $4000 mark ahead of talks between the US and China, which are expected to resolve trade tensions. These and other topics - in our review of key events for the morning of October 28.

Highlights for the morning: Amazon cuts 30,000 employees, HSBC rises, gold is cheaper than $4000

QUALCOMM Incorporated

Advanced Micro Devices, Inc.

Chipmaker Qualcomm <a href="https://www.qualcomm.com/news/releases/2025/10/qualcomm-unveils-ai200-and-ai250-redefining-rack-scale-data-cent">has announced the</a> release of AI chips for data centers based on Hexagon neural processing units (NPUs). Previously, these processors were released by the manufacturer for smartphones. The company plans to launch the AI200 chip in 2026 and the AI250 in 2027. Qualcomm will offer off-the-shelf rack solutions with liquid cooling.

Qualcomm's AI chips will compete with Nvidia and AMD. What does this mean for the market?

Intel Corporation

US President Donald Trump has escalated relations with Canada, halting trade talks in the wake of the Ronald Reagan "fake" voiceover ad scandal. Intel reported revenue and profit growth with multi-billion dollar US support and investment from Nvidia, while OpenAI continues to expand with the purchase of Mac AI developer Sky. These and other topics are covered in our review of key events for the morning of October 24.

Nebius Group N.V.

Meta Platforms, Inc.

CoreWeave, Inc.

Arkady Volozh can be called the "champion of leaving Russia" - after his "divorce" from Yandex, he managed to get $5.2 billion for his stake and several foreign businesses and assets, get out of sanctions and use his Russian connections to establish business in the West

The Secret of Nebius: How Arkady Volozh launched a second global startup - already in the West

Tesla, Inc.

Apple Inc.

The "Magnificent Seven" companies will start reporting this week - Tesla will be the first to do so on October 22, and Nvidia will be the last to release its quarterly results on November 19.