Oracle Corporation

The amount of the deal is many times the current revenue of the owner of ChatGPT

Oracle signs one of the largest cloud contracts in history with OpenAI - WSJ

The cloud provider entered into an unprecedented agreement with OpenAI this summer, reserving 4.5 gigawatts of data center capacity for the partner

Oracle forecasts aggressive revenue growth for its cloud business. Shares soared 28%

Alphabet Inc.

Investment Bank raised its target price on shares of Google's holding company by 25% 

ChatGPT is not a hindrance: Evercore named Alphabet stock a favorite among blue chips

Broadcom Inc.

NVIDIA Corporation

Donald Trump signed an agreement with Japan, imposing duties of 15% on most imported goods and obliging Tokyo to invest $550 billion in US projects. The US president also threatened "substantial" semiconductor tariffs on companies that do not localize production in the US. OpenAI, together with Broadcom and TSMC, is preparing to release its own AI chip to reduce dependence on Nvidia. These and other topics - in our review of key events by the morning of September 5.

Highlights for this morning: US-Japan deal, Trump presses on duties, OpenAI prepares its chip

Apple Inc.

A U.S. court stopped short of forcing Google to sell Chrome and Android, and allowed it to continue paying Apple for using its default search in its products. Gold hit a record high, rising above $3600 an ounce amid expectations of a Fed rate cut and active central bank buying. OpenAI continues its expansion: the company bought the startup Statsig for $1.1 billion. These and other topics - in our review of key events for the morning of September 3.

Highlights for this morning: Google keeps Chrome, Klarna goes IPO, $1 billion OpenAI deal

Figma

Intel Corporation

Nvidia shares lost 3.5% after a weak report on key AI chips and uncertainty over exports to China. Intel warned that having a new shareholder - the US government - could complicate the company's overseas business. Figma's quotes collapsed after neutral Wall Street estimates, analysts consider the company's shares overvalued. Core inflation in the U.S. in July rose at the fastest pace in five months. About the main events from August 25 to 29 - in our review.

Highlights of the week: Nvidia and Figma disappointment, Intel risks, Apple expectations

Dell Technologies Inc.

Microsoft Corporation

Etsy, Inc.

eBay Inc.

Wall Street hit all-time highs amid upward revisions to US GDP and expectations of a Fed rate cut, but investors are cautiously awaiting key inflation data. Meanwhile, Dell shares fell more than 5% after a weak earnings forecast despite a rise in AI server sales. Intel said it received $5.7 billion from the U.S. government in a deal that is raising questions among investors. About these and other topics - in our review of key events by the morning of August 29.

Microsoft is testing an entirely proprietary AI model. This will increase competition with OpenAI

Northrop Grumman Corporation

Lockheed Martin Corporation

OpenAI risks postponing restructuring until next year due to protracted negotiations with Microsoft. The U.S. is discussing the expansion of the role of the state in strategic industries: after receiving a 10% stake in Intel, the authorities are considering the possibility of participation in the capital of defense contractors, including Lockheed Martin. On the commodity markets, the pressure is intensified by the forecast of Goldman Sachs: by the end of 2026, the oil surplus may reach 1.8 million barrels per day, which will bring down the price of Brent. These and other topics are covered in our review of key events for the morning of August 27.

Interactive Brokers Group, Inc.

The Boeing 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: Trump increases uncertainty

Musk's AI startup has not publicly provided evidence that Apple is giving any advantage to the ChatGPT creator in its App Store

Elon Musk's startup xAI has accused Apple and OpenAI of monopoly collusion

Tesla, Inc.

Meta Platforms, Inc.

Tesla and xAI CEO Elon Musk earlier this year offered Meta CEO Mark Zuckerberg a stake in a $97.4 billion buyout of OpenAI, court filings show, Seeking Alpha <a href="https://seekingalpha.com/news/4488208-elon-musk-openai-bid-meta-mark-zuckerberg">writes.</a>

Open AI