NVIDIA Corporation

KKR & Co. Inc.

Meta Platforms, Inc.

The S&amp;P 500 index has been trading near its highs for almost two months now, with risks and uncertainty in the markets growing. But the top 50 American hedge funds are not running for cover. Igor Klyushnev, co-founder of Freedom Holding, analyzed their portfolios - what is worth paying attention to now and what trends we can expect when the active business season starts in September.

Hedge funds are not running for cover: how they are preparing for the start of the business season

Advanced Micro Devices, Inc.

US President Donald Trump told reporters on Friday, August 15, on his way to Anchorage that duties on US semiconductor imports could <a href="https://www.barrons.com/articles/trump-tariffs-semiconductors-9b62f5ca">reach </a>300%. And early last week, he allowed Nvidia and Advanced Micro Devices (AMD) to supply China with chips for artificial intelligence, the export of which was previously restricted. The condition is that the companies will contribute 15% of such sales to the budget.

Small deal with big risks: how the introduction of the "export tax" in the USA will turn out

Broadcom Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

Baidu, Inc.

Alibaba Group Holding Limited

JD.com, Inc.

Hedge fund founder Ray Dalio has championed investments in China for years, but this summer he sold his remaining stake and resigned from the board of directors

Bridgewater exited $1.5 billion in Chinese stocks, selling Alibaba, Baidu and JD.com

Tesla, Inc.

Microsoft Corporation

Along with Soros, billionaire investors Ray Dalio, David Tepper and Philippe Laffont invested in these stocks in the second quarter

Soros fund increased its stake in Nvidia 17 times. Who else bought its shares?

Coinbase Global, Inc.

Palantir Technologies Inc.

CalPERS, the largest U.S. pension fund, increased its investments in Coinbase, Palantir, Nvidia and Robinhood in the second quarter. The fund's returns have lagged the industry average in recent years. Despite the fact that shares of public companies brought it the highest yield last year, CalPERS managers bet on another asset class.

Coinbase, Palantir and Nvidia: where the largest US pension fund was invested

Nvidia will release its quarterly earnings on August 27th

Piper Sandler advises buying Nvidia shares ahead of the report. He expects them to rise 23%

Cisco Systems, Inc.

CoreWeave, Inc.

Circle Internet Group

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: expectations of Fed rate cut support risk demand

Berkshire Hathaway Inc.

Amazon.com, Inc.

Alphabet Inc.

Exxon Mobil Corporation

Shell plc

Chevron Corporation

BP p.l.c.

The main driver of growth in the fund's assets were stocks 

Norwegian fund with $1.9 trillion posted its best quarter since 2023. Where did it invest?

Cambricon Technologies Corporation Limited

In addition to Nvidia, AMD's AI gas pedals are also subject to the restrictions

China has urged companies not to use Nvidia chips. How will this affect their exports?

Micron Technology, Inc.

Intel Corporation

Archer Aviation Inc.

Morning in New York: Inflation data will set the tone for trading

Apple Inc.

Donald Trump has toned down his rhetoric against Intel CEO Lip-Bu Tan, whom he previously suspected of having ties to China. Elon Musk, in a continuation of his feud with OpenAI, accused Apple of antitrust violations over its promotion of ChatGPT in the App Store and threatened a lawsuit. On the stock market, ticket marketplace StubHub, which previously suspended its offering due to fare turbulence, decided to go public on the New York Stock Exchange in September in an effort to strengthen its position in a competitive industry. On these and other topics - in the review of key events by the morning of August 12.