Broadcom Inc.

The chipmaker will release third-quarter results on Thursday, Sept. 4

'Use the dip to buy': why Melius expects drawdown after Broadcom report

NVIDIA Corporation

Meta Platforms, Inc.

Microsoft Corporation

Evercore sees the short-term pullback in the U.S. stock market as a lucrative buying opportunity

S&amp;P 500 could reach 9,000 points before AI bubble bursts - Evercore ISI

Alphabet Inc.

Amazon.com, Inc.

Uncertainty over duties and rising bond yields spoiled investor sentiment  

'Wake up when September is over': U.S. stocks have started fall with a dip 

Intel Corporation

Other investors are too afraid of Donald Trump to openly criticize him despite mounting concerns, a billionaire has said

The US is moving towards a 1930s-style autocracy, Ray Dalio declared. What risks did he see?

Nebius Group N.V.

CoreWeave, Inc.

CoreWeave and Nebius Group have similar businesses. Both companies build full-service infrastructure for AI developers. They share a common partner, Nvidia, which not only supplies them with their AI gas pedals, but also owns stakes in both companies. Both CoreWeave and Nebius have reported impressive Q2 2025 numbers, but investors have taken them differently. Which is something to consider when adding shares of these companies to your portfolio.

CoreWeave vs Nebius Group: why such similar companies will suit different investors

Apple Inc.

Figma

Nvidia shares lost 3.5% after a weak report on key AI chips and uncertainty over exports to China. Intel warned that having a new shareholder - the US government - could complicate the company's overseas business. Figma's quotes collapsed after neutral Wall Street estimates, analysts consider the company's shares overvalued. Core inflation in the U.S. in July rose at the fastest pace in five months. About the main events from August 25 to 29 - in our review.

Highlights of the week: Nvidia and Figma disappointment, Intel risks, Apple expectations

Marvell Technology, Inc.

BofA no longer recommends buying Marvell stock. What's wrong with this chipmaker?

Oracle Corporation

Palantir Technologies Inc.

Wall Street by the end of the summer began to massively withdraw from deals related to artificial intelligence, <a href="https://www.barrons.com/articles/nvidia-ai-stocks-fall-f1443223?mod=RTA">notes </a>Barron's. In trading on Friday, August 29, almost all major companies benefiting from the AI boom were in the negative.

Shares of almost all AI race beneficiaries have fallen in price. Has Wall Street become disillusioned with AI?

Cambricon Technologies Corporation Limited

Cambricon Technologies' market value has doubled in the past month due to Chinese investors' bets on the technology sector

Shares of "China's Nvidia" plummet after risk warning

Alibaba Group Holding Limited

Dell Technologies Inc.

Ulta Beauty, Inc.

Affirm Holdings, Inc.

Hormel Foods Corporation

Urban Outfitters, Inc.

Burlington Stores, Inc.

Veeva Systems 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: inflation statistics will set the vector for trading

Analysts are expecting strong third-quarter results from chipmaker Broadcom, it will announce them in a week's time

'Second only to Nvidia': Oppenheimer recommended buying shares of AI boom beneficiary

There remain at least four bears on Wall Street who aren't overly impressed with the reporting of the world's top AI processor vendor