Microsoft Corporation

Microsoft has joined the "exclusive club," which until this day included only Nvidia

Microsoft's value hit $4 trillion after a strong report. Now there are two such companies

D-Wave Quantum Inc.

Quantum Computing Inc.

Rigetti Computing, Inc.

Quantum computing stocks jumped in early trading today, July 31. The trigger was a remark by Microsoft CEO Satya Nadella that quantum technology will be the next cloud "accelerator."

Quantum computing stocks jump after Satya Nadella says quantum 'next big accelerator'

Argan, Inc.

NVIDIA Corporation

Shares of the mid-cap Argan, which provides construction services to the energy sector, have more than tripled over the last 12 months, "smashing" the world's most valuable company, Nvidia, in terms of performance,&nbsp;<a href="https://www.investors.com/research/how-to-find-the-best-stocks-to-buy/argan-stock-smashes-nvidia-meta-tesla-magnificent-seven-stocks/">notes</a>&nbsp;the <i>Investor's Business Daily</i>. It argues that now is a good time to buy Argan stock ahead of a new breakout.&nbsp;&nbsp;

Mid-cap 'data center stock' Argan triples in LTM, trouncing Nvidia

Alphabet Inc.

The Boeing Company

The Procter & Gamble 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: reports and macro data will guide trading


Meta Platforms, Inc.

Timirlan Gumbatov - CEO and cofounder of ATLAS Capital investment company, member of the Board of Directors and co-chairman of the Investment Committee answered Oninvest's questions about investment rules;

"Strategy keeps you on course": Atlas Capital CEO's investment rules

Robots, virtual reality and space satellites were among the top technology trends of the year


Not just AI: McKinsey names 13 technologies investors should watch out for


Nvidia has placed an order for 300k H20 chips from TSMC amid renewed US approvals for shipments to China. Meanwhile, in China, startup Z.ai has released an open-source AI model, GLM-4.5, capable of running on just eight H20 chips - yet claiming to be a leader in efficiency, competing with DeepSeek and OpenAI. In the autonomous transportation market, Waymo, an Alphabet company, has announced it will launch a robotaxi in Dallas in 2026 in partnership with Avis. On these and other topics - in our review of key events for the morning of July 29.

Highlights for this morning: Nvidia ramps up chip production for China and a new DeepSeek competitor

Lucid Group, Inc.

Tesla, Inc.

A "lottery ticket mentality" is "emerging in the market," analysts warned


The S&P 500 index ended the week with its fifth consecutive record high. Is it already time to fear a bubble?


AEye, Inc.

NIO Inc.

Shares of microcapsule company AEye, which makes AI-powered optical sensors,&nbsp;<a href="https://finance.yahoo.com/quote/LIDR/">soared</a> 158% on July 24. Investors were encouraged by <a href="https://finance.yahoo.com/news/apollo-now-fully-integrated-nvidia-120000469.html">news</a> &nbsp;that AEye's flagship development is integrated into chipmaker Nvidia's popular <a href="https://developer.nvidia.com/drive/agx">platform</a> for autonomous vehicles. This is "a powerful channel for commercial scaling in the automotive sector," AEye believes.

Shares of micro-company AEye jumped nearly 160%. What does this have to do with Nvidia?

Charles Schwab Chief Strategist Liz Ann Saunders explains why the stock market is more resilient today than during the dot-com boom times


Don't panic: why shouldn't the AI giant's rally be compared to the dot-com bubble?

Intel Corporation

The new CEO still has work to do to improve the company's competitiveness


Intel's revenue forecast beat expectations. Why did its stock fall?

Palantir Technologies Inc.

The list includes companies from sectors ranging from tech giant Nvidia to cruise operator Carnival