NVIDIA Corporation

Intel Corporation

Advanced Micro Devices, Inc.

The main party affected by the deal could be contract chipmaker TSMC if Nvidia shifts some orders to Intel's factories

AMD investors have changed their minds to panic over Nvidia and Intel alliance. What risks does it bring?

Palantir Technologies Inc.

Three major U.S. stock indices hit records in trading on September 18, a day after the U.S. Federal Reserve <a href="https://oninvest.com/article/frs-ssa-vpervye-v-2025-godu-snizila-stavku-cto-budet-s-akciami">cut</a> interest rates for the first time this year. Investors were buoyed on Thursday by a deal between Nvidia and Intel, under the terms of which the former <a href="https://oninvest.com/article/nvidia-investiruet-v-intel-5-mlrd-v-ramkah-ii-sotrudnicestva-akcii-intel-vzleteli">will invest</a> $5 billion in the latter.

Nvidia and Intel deal supports tech sector: three major US indices hit new records

The deal is a game changer for Intel, says Wedbush analyst Dan Ives

Nvidia invests $5 billion in Intel as part of AI collaboration. Intel shares soar

Nvidia's latest chip for the Chinese market has failed to generate excitement among local customers, Reuters has found out

Huawei has found a way to compete in the AI race with Nvidia even with weaker chips

Nucor Corporation

Cracker Barrel Old Country Store, Inc.

IonQ, Inc.

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: Fed's stance to be tested by statistics

Meta Platforms, Inc.

Oracle Corporation

The Federal Reserve cut rates by 0.25 bps to 4-4.25% and hinted at two more easings before the end of the year, attributing the decision to risks to the labor market with continued inflation pressures. Meta unveiled new models of smart glasses, including Ray-Ban Display with display and neuroblade for $799 and Oakley Vanguard sports for $499, and Netskope is preparing for an IPO with a $7.3 billion valuation. On these and other topics - in our review of key events by the morning of September 18.

China has banned its tech giants from buying Nvidia chips. What does this mean for the company?

Berkshire Hathaway Inc.

Apple Inc.

The Swiss National Bank also bought more than $2 billion worth of Berkshire Hathaway shares

Switzerland's conservative Central Bank has become one of the biggest whales in US tech stocks

Microsoft Corporation

Baidu, Inc.

Online ticketing platform StubHub goes public with a valuation of $8.6 billion. Meanwhile, Britain and the United States have struck a $42 billion deal: Nvidia and Microsoft will deploy the country's largest AI supercomputer. TikTok, in turn, got a break again - Donald Trump extended the deal with Oracle and Silver Lake for the fourth time. On these and other topics - in our review of key events for the morning of September 17.

Highlights for this morning: Britain and the US build a supercomputer, StubHub goes IPO

CoreWeave, Inc.

A major $6.3 billion contract with Nvidia was a reason for optimism

CoreWeave received two stock rating upgrades in one day. Is it too late to buy them?

Broadcom Inc.

Micron Technology, Inc.

PHLX semiconductor index shows a 22% return relative to the beginning of 2025