NVIDIA Corporation

Snowflake Inc.

CrowdStrike Holdings, Inc.

Pure Storage, Inc.

Kohl's Corporation

Photronics, Inc.

The J. M. Smucker 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: Nvidia results will determine the course of trading

Aeva Technologies, Inc.

Applied Digital Corporation

Pagaya Technologies Ltd.

The excitement around artificial intelligence is heating up not only the securities of technology giants. Against the background of record quarterly reports of Big Tech and growing optimism of Wall Street, investors are finding undervalued ideas in the small capitalization segment. The biggest gainers are companies creating infrastructure for AI development - from building data centers to supplying specialized equipment and solutions.

Not just Big Tech: Which small-cap companies are benefiting from the development of AI

Alphabet Inc.

U.S. stock futures are down after Nvidia's report - revenue from the company's key segment fell short of Wall Street's high expectations. Google is betting on efficiency: having reduced the number of managers of small teams by 35% and launched a program of voluntary exits, the company is trying to reduce bureaucracy and keep the balance after large-scale layoffs. At the same time, American corporations are conducting record buybacks: in July alone, $166 billion worth of buybacks were announced, and the total amount exceeded $1 trillion by August. These and other topics are discussed in our review of key events by the morning of August 28.

Highlights for the morning: Nvidia alarmed the market, Citi vs. the dollar and layoffs at Google

Nvidia's performance is considered an important indicator of the health of the entire AI industry, but most analysts considered the market's reaction to be overblown 

Nvidia's revenue from its key AI business fell short of forecasts. Shares fell

Cambricon Technologies Corporation Limited

Semiconductor Manufacturing International Corporation

Factories producing processors for Huawei are increasing capacity after the U.S. restricted China's access to Nvidia's flagship chips

FT: China wants to triple output of AI chips in race with US. Which companies are at the forefront

Intel Corporation

Lockheed Martin Corporation

Donald Trump's administration could acquire stakes in companies from other sectors of the economy, Scott Bessent allowed

U.S. participation in Nvidia's capital is off the table, the Finance Ministry said. The market is waiting for its report

EchoStar Corporation

Okta, Inc.

Morning in New York: Nvidia's quarterly report in focus

Traders are predicting Nvidia shares will fall or rise 6% after the release of its quarterly results

"More important than the Fed": what does the market expect from Nvidia's quarterly report?

Advanced Micro Devices, Inc.

In the past, Truist predicted AMD's near-zero share in the AI chip segment, but that has now changed

Truist advised buying shares of major rival Nvidia on the eve of its reports

Microsoft Corporation

Meta Platforms, Inc.

Investors are betting on AI, semiconductors and digital ecosystems

Nvidia and Microsoft have taken the $4 trillion bar, who will be next?

Affirm Holdings, Inc.

Dollar General Corporation

Nvidia, the world's most valuable company, will release its quarterly report after the stock market closes on Aug. 27. The chipmaker holds the largest share of the S&amp;P 500 index, and its results could be a catalyst for market movement. In anticipation of the report, MJP Wealth Advisors Chief Investment Officer Brian Wendig named three companies whose quotes he advises investors to follow, CNBC <a href="https://www.cnbc.com/2025/08/25/consider-this-nvidia-derivative-stock-ahead-of-the-ai-darlings-earnings-this-week-investment-chief-says-.html">writes</a>.

Pending Nvidia report: three stocks investors should watch out for

Spotify Technology S.A.

Keurig Dr Pepper Inc.

The Boeing Company

Global central banks fear that Donald Trump's pressure on the Fed will not only undermine the independence of the U.S. regulator, but also set an unwelcome precedent for Europe and Japan