NVIDIA Corporation

Apple Inc.

Wedbush analyst believes Nvidia's chips and Huang's political heft have made him a major tech player in the age of AI and the second Trump administration


Nvidia CEO becomes more influential than Apple CEO in the White House - Wedbush


Block, Inc.

Verizon Communications 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: investors will refrain from sharp movements


Netflix, Inc.

Interactive Brokers Group, Inc.

Lucid Group, Inc.

Morning in New York: Fed gives dovish signal


Arm Holdings plc

QUALCOMM Incorporated

If Arm starts making its own AI chips, it will become a competitor to its own customers, Nvidia and Qualcomm

The analyst advised buying Arm shares. He saw a driver that is not embedded in the price

Meta Platforms, Inc.

Microsoft Corporation

The Nasdaq Composite technology index has consistently outperformed the S&P 500 this year


Apollo thinks the bubble around AI has surpassed the dotcom boom. Is it time to sound the alarm?


Taiwan Semiconductor Manufacturing Company Limited

Despite the forecast revision, TSMC still expects 2025 sales below consensus

TSMC has raised its revenue forecast. What does this mean for the bigtechs - from Meta to Google?

Bit Digital, Inc.

Shares of Bit Digital, a publicly traded digital asset platform, soared more than 19% yesterday, July 16. Its subsidiary WhiteFiber, which specializes in AI infrastructure, will be spun off and aims to go public on the Nasdaq, <a href="https://bit-digital.com/press-releases/bit-digital-inc-announces-public-filing-for-whitefibers-proposed-initial-public-offering/">the company announced</a>.

Bit Digital AI infrastructure unit WhiteFiber to be spun off, go public; shares jump

Oracle Corporation

The businessman's fortune has exceeded $250 billion

Oracle founder Ellison ranked second on the billionaires list, surpassing Zuckerberg

Advanced Micro Devices, Inc.

The resumption of shipments to China will generate more than $700 million in revenue for the chipmaker

Wells Fargo recommended buying AMD stock ahead of the report. What is their potential?


ASML Holding N.V.

ASML stock selloff could bring down the entire semiconductor sector

ASML beat earnings and order forecasts. Why is the stock falling?

So far, the company is not sure how many chips are covered by the new export authorizations or how long they will be in effect