NVIDIA Corporation

This is also good news for Chinese equities

Nvidia to resume sales of powerful AI chips to China after Trump's softening of stance

Tesla, Inc.

The Boeing Company

Daily review and forecast of events on the US stock market from&nbsp;Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: White House rhetoric on the side of the "bears"

Shein is blackmailing British authorities with a Hong Kong listing to speed up its IPO in London. New cryptocurrency firm ReserveOne, whose assets will be synchronized with the concept of a strategic U.S. crypto reserve, will begin trading on Nasdaq in late 2025. Indian rival Starlink has postponed potentially the largest listing in the country's history. The main events on the IPO market for the week - in our selection.&nbsp;

Shein pressures London, rival Strategy to go public on Nasdaq: the main thing about the IPO by July 13

Delta Air Lines, Inc.

Trump's new statements on duties on copper and goods from Brazil did not have the same impact on the market as it did in April

Nvidia sticks above $4 trillion, S&P 500 and Nasdaq hit new records: trading results

Berkshire Hathaway Inc.

Nvidia shares were up 0.75% in Thursday trading, hitting an all-time high in trading

Nvidia CEO Huang temporarily surpassed Buffett on Forbes' billionaires list

Advanced Micro Devices, Inc.

The bank expects AMD shares to rise 55.5%, while Goldman Sachs doesn't expect the price to rise at all

AMD is back in the AI game, reckons HSBC. Why does it advise buying shares of the chipmaker?

Broadcom Inc.

Cadence Design Systems, Inc.

The list ranges from popular beneficiaries of the AI boom like Nvidia to less obvious software and hardware developers

Goldman Sachs has named four favorites in AI stocks. It expects them to grow by at least 13%

Taiwan Semiconductor Manufacturing Company Limited

Amazon.com, Inc.

Ford Motor Company

Morning in New York: Trump escalates trade conflict


Microsoft Corporation

Alphabet Inc.

Donald Trump has named a date to impose a 50 percent duty on copper and threatened Brazil with a similar rate. OpenAI is close to releasing an artificial intelligence browser to compete with Alphabet's market-dominating Google Chrome. Nvidia briefly joined the club of companies with capitalization above $4 trillion. These and other topics - in our review of key events for the morning of July 10.

Highlights for this morning: OpenAI to launch AI browser, Trump names date to impose duties on copper

Since April, the chipmaker's stock is up more than 70%

"Historic moment": Nvidia is the first in the world to reach a $4 trillion market value


International Business Machines Corporation

Meta Platforms, Inc.

Shares of IBM, one of the largest suppliers of IT solutions, have grown by 32% since the beginning of the year. In terms of growth rate, they outperform all securities of the so-called Magnificent Seven: Alphabet (-8%), Meta (+23%), Microsoft (+18%), Amazon (+1%), Apple (-16%), Tesla (-25%) and Nvidia (+19%). Why do some analysts believe IBM has further growth potential - especially compared to other developers - amid threats from artificial intelligence and geopolitical tensions?

IBM stock has outperformed Meta and Nvidia. Why do analysts think they are still undervalued?

Samsung Electronics Co., Ltd.

SK hynix Inc.

Investors are undervaluing Samsung, says Ninety One Global Strategy, manager of one of the most profitable Asian equities funds in the world