Tesla, Inc.

Meta Platforms, Inc.

In mid-August, it became known that OpenAI CEO Sam Altman intends to <a href="https://www.ft.com/content/04484164-724e-4fc2-92a2-e2c13ea639bd">back</a> Merge Labs, a company that is developing a brain-computer interface - a class of technology that allows people to control computers using neural signals from the brain, i.e., actually by the power of thought. This further intensifies competition with his former partner and now rival Elon Musk, who launched a similar startup, Neuralink, in 2016. So far, the technology is being used with the noble goal of helping completely paralyzed people to communicate with the world around them again by controlling computer interfaces. However, both billionaires believe that in the long run, this technology will literally save humanity from extinction.

The great merger: why billionaires are getting in our heads

Novo Nordisk A/S

Intel Corporation

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: foreign policy agenda remains in the center of attention of the markets

SoftBank Group Corp.

The market saw SoftBank's decision to invest $2 bln in Intel as a vote of confidence   

Intel shares soar on news of investment by owner Arm

Apple Inc.

Microsoft Corporation

Speculative capital is channeled into companies with only perceived potential, which can lead to the formation of localized overheating in the market, analysts said

The head of OpenAI warned of an AI bubble. Does Wall Street agree with him?

Alphabet Inc.

UnitedHealth Group Incorporated

Berkshire Hathaway Inc.

US and Russian Presidents Donald Trump and Vladimir Putin held talks on Ukraine in Alaska on Friday. On his way to Anchorage, Trump told reporters that duties on chip imports could reach 300%. Earlier in the week, USA stock markets rose to new records amid expectations of a Fed rate cut. Perplexity unexpectedly offered to buy Google's Chrome browser, and the US administration is exploring buying a stake in Intel. Sam Altman is preparing to launch a startup that will become a competitor of Elon Musk's Neuralink - the rivalry between them is intensifying. The main events of August 11-15 are in our review.

Highlights of the week: US-Russia summit, White House and Intel stake, buyer for Chrome

CoreWeave, Inc.

CoreWeave's stock price volatility could jump on Aug. 14, when early investors will have the right to sell shares that have gone up in value

"Demand is booming": the hype around AI has led CoreWeave to a multiple of losses

Circle Internet Group

The main US S&amp;P 500 index ended trading above 6,400 points for the first time, with tech leaders and artificial intelligence-related companies largely responsible for the gains. Stablecoin issuer USDC Circle lost more than 5% in the post-market after it announced it was selling 10 million shares after rising 425% since its IPO, despite strong earnings and USDC's 90% year-to-date growth. Meanwhile, OpenAI CEO Sam Altman is launching Merge Labs, a brain-computer interface startup that could be a competitor to Elon Musk's Neuralink. These and other topics are covered in our review of key events for the morning of August 13.

Highlights for the morning: the S&amp;P 500's record AI rally, Circle's fall and Altman's new startup

Musk, who owns ChatGPT's rival chatbot Grok, threatened Apple with "legal action"

Musk accused Apple of unfairly promoting ChatGPT on the iPhone

Nebius Group N.V.

Palantir Technologies Inc.

AI and fintech are surging in the U.S. market. OpenAI is preparing an employee stock deal that could raise the company's valuation to $500 billion - higher than SpaceX. Apple joined Donald Trump in announcing a $100 billion increase in investments in the U.S., including $2.5 billion in iPhone glass manufacturing. Palantir surpassed $1 billion in revenue for the first time, Nebius Group shares soared 28% after a seven-fold increase in revenue and an increase in guidance. The main events of August 4-8 are in our review;

Highlights of the week: Trump and duties, Palantir breaks records, OpenAI catches up with SpaceX


Duolingo, Inc.

US President Donald Trump has nominated a candidate to the Federal Reserve Board, and, according to Bloomberg, has decided on a favorite for the post of the head of the regulator. The head of Intel has disagreements not only with Trump, who has demanded his resignation, but also with some members of the company's board of directors, WSJ found out. Arkady Volozh's Nebius shares soared nearly 20% after the strong report. Pinterest's stock plummeted due to weak earnings and lower advertising budgets in the US. These and other topics - in our review of key events for the morning of August 8.

Highlights for the morning: Trump's Fed nominee, Intel chief's troubles, Nebius' rise

Sam Altman called the development an important step toward general artificial intelligence (AGI)

"A team of experts with doctoral degrees": OpenAI showed a new AI model of GPT-5

At least 20 Google employees have moved to Microsoft in recent months

Open AI