Netflix, Inc.

Netflix beat second-quarter revenue expectations and raised its outlook for the year. The White House is preparing to unveil a major artificial intelligence initiative. Jerome Powell was forced to publicly defend the $2.5 billion Fed headquarters overhaul project amid criticism from Trump. OpenAI unveiled the ChatGPT Agent, a tool that the company claims can handle errands on its own using a "virtual computer." About these and other topics - in our review of key events for the morning of July 18.

Highlights for this morning: a Netflix report, a new White House AI initiative and an assistant from OpenAI

Alphabet Inc.

Google's share of the search market still remains at 90%

Citi believes ChatGPT won't replace Google's search engine just yet. Is it worth buying the stock?

Microsoft Corporation

NVIDIA Corporation

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

Apple Inc.

Meta Platforms, Inc.

The company's increased spending on talent threatens to turn into lower margins, which will affect investor sentiment, Rosenblatt warns


Zuckerberg poached Apple's key AI expert. What are the risks for Meta investors?

Meta in June <a href="https://techcrunch.com/2025/06/13/scale-ai-confirms-significant-investment-from-meta-says-ceo-alexandr-wang-is-leaving/">paid</a> $14.3 billion for a 49% stake in Scale AI, a startup that partitions data for machine learning. That's how it was able to hire its co-founder and CEO Alexander Wang. He<a href="https://oninvest.com/article/cukerberg-sobral-gruppu-razrabotcikov-superintellekta-akcii-meta-obnovili-maksimum">headed</a> Meta's new division - Superintelligence Labs, the Superintelligence Lab - and should provide his new employer with leadership in the artificial intelligence race. Roman Mighty tells us who Alexander Wang is.

A man who knows how to make friends: Alexander Wang, creator of the $14 billion Meta superintelligence

Why are top soccer players bought up by the richest clubs for millions of dollars, while outstanding doctors and scientists settle for modest salaries of tens of thousands of dollars a year? The staggering fees of soccer players are explained by the high competition in world soccer, but shouldn't we compete in science in the same way, attracting the best talents from all over the world? These were the questions <a href="https://www.theguardian.com/science/political-science/2014/jan/30/why-not-treat-scientists-like-footballers">asked</a> back in 2014 by then British parliamentary candidate Daniel Zeichner (and, let's be honest, he was far from alone). And so a new frenzy seems to have begun in Silicon Valley. Tech companies are poaching each other's best AI experts for tens, and according to some reports, hundreds of millions of dollars in a frantic race to create artificial "superintelligence." The funny thing is that no one seems to know exactly what it is. But the money being offered is already quite real.

"Blood transfusion": how and why Meta "sucks" talent from the market


U.S. President Donald Trump signed the "Big Beautiful" law - it involves increased spending and an increase in the state budget deficit. At the same time, Trump said that his administration began sending out notices about the introduction of increased duties from August 1 - they will be received by countries with which the U.S. has not concluded new trade agreements. The main events from June 30 to July 4 - in our review;

Highlights of the week: 'Big Beautiful' law, letters from Trump, minister's tears

Oracle Corporation

Amid data center expansion, Oracle securities represent an "attractive opportunity for capital appreciation," Wall Street says

Oracle has a big contract with OpenAI, says analyst. What will happen to the revenue?

Constellation Brands, Inc.

Rivian Automotive, Inc.

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: the focus is on Labor Department data

Meta offered OpenAI employees up to $100 million in climbing bonuses, claims Sam Altman

'Missionaries will beat mercenaries': OpenAI CEO criticized Meta for hunting for AI footage

Robinhood Markets, Inc.

Tesla, Inc.

As of 2019, SpaceX's cost has skyrocketed tenfold, OpenAI's price has risen 300-fold

Robinhood launched derivatives trading in OpenAI and SpaceX shares. How did the market react?

Switching to ChatGPT or Claude would be an admission that Apple is failing to keep up with the competition in generative AI, Bloomberg writes

Open AI