Meta Platforms, Inc.

NVIDIA Corporation

Amazon.com, Inc.

Alphabet Inc.

Tesla, Inc.

Microsoft Corporation

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.

Leaders and Outsiders: What's important to know before the start of Magnificent Seven reporting

Advanced Micro Devices, Inc.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

Taiwan Semiconductor Manufacturing Company Limited

The largest chip maker's quarterly sales were also the highest on record

TSMC reported record profits and beat forecast thanks to demand for AI chips

Vertiv Holdings Co

The bank conceded that even its most optimistic outlook may not be bullish enough

Deutsche Bank bet on an AI stock that soared 1,600% in three years

World leader in artificial intelligence processors Nvidia, one of the leading AI companies Microsoft and Elon Musk's AI startup xAI were among a group of investors who will spend $40 billion to buy 100% of data center owner Aligned Data Centers. This follows the <a href="https://www.businesswire.com/news/home/20251015016099/en/Macquarie-Asset-Management-to-Lead-Sale-of-Aligned-Data-Centers-at-an-Enterprise-Value-of-%24US40-Billion">announcement</a> of the deal. It involves, among others, the AI Infrastructure Partnership (AIP) consortium, which <a href="https://news.microsoft.com/source/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/">was formed in</a> September 2024 with participation from Microsoft, BlackRock and UAE-based investment firm MGX. Nvidia and xAI <a href="https://www.reuters.com/technology/artificial-intelligence/nvidia-xai-join-microsoft-blackrock-develop-ai-infrastructure-2025-03-19/">joined</a> it in March 2025.

Nvidia and Microsoft are part of the "largest data center deal ever" at $40 billion

An HSBC analyst set one of the highest Wall Street price targets for Nvidia stock

One of the last Nvidia bears gave up and became a bull. He expects the stock to rise 80%

ASML Holding N.V.

Walmart Inc.

Bank of America Corporation

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: information vacuum, new reports and the Fed's Beige Book

Samsung Electronics Co., Ltd.

SK hynix Inc.

The company reported its highest quarterly profit in more than three years

'No one expected these profits'. How the AI boom drove Samsung's stock to a record high

Ferrari N.V.

General Motors Company

Gold gained ground above $4,000 an ounce for the first time and silver rose to its highest since 1980 as investors seek refuge in precious metals. Nvidia shares hit an all-time high thanks to the authorization to export chips to the UAE. Tesla and GM unveiled budget versions of their electric cars, Ferrari's financial forecast disappointed investors. Emmanuel Macron reappointed Lecorneuil as France's prime minister late Friday night. About the main events from October 6 to 10 - in our review.

Highlights of the week: gold and silver records, Nvidia rises, Tesla and GM race to the bottom

The papers of South Korean SK Hynix and Samsung - two of the largest memory chip manufacturers - set new records at the first trading in South Korea after a week of holidays. Recent large deals in the field of artificial intelligence contributed to the jump in quotations.

Shares of Samsung and Hynix soared to a record after a trading halt. What's the reason?

Samsung shares hit an all-time high amid hype around artificial intelligence. SoftBank is increasing multi-billion dollar investments in OpenAI and robotics. China is tightening control over semiconductor imports and restricting purchases of Nvidia products. These and other topics - in our review of key events for the morning of October 10.

Main by morning: Samsung on the cusp, China tightens chip controls, SoftBank buys up AI

Microsoft's Azure cloud platform<a href="https://azure.microsoft.com/en-us/blog/microsoft-azure-delivers-the-first-large-scale-cluster-with-nvidia-gb300-nvl72-for-openai-workloads/"> has launched the</a> first major cluster based on Nvidia GB300 systems, including more than 4,600 Blackwell Ultra GPUs, the company's most advanced AI chips. The new cluster provides 37 terabytes of fast memory and high performance, forming the unified computing environment needed to run reasoning models, agent systems and multimodal generative AI applications. Such systems will reduce the training time of AI models from months to weeks, Microsoft said.