Meta Platforms, Inc.

NVIDIA Corporation

The global race for dominance in the field of artificial intelligence is intensifying: China's Baidu has decided to open the source code of its Ernie language model, challenging such market leaders as OpenAI and Anthropic. OpenAI executives are trying to keep employees from moving to Meta. Congress is approaching the deadline to pass Donald Trump's $4.5 trillion tax-budget bill. These and other topics are in our review of key events by the morning of June 30.

Highlights for this morning: insiders sell Nvidia, OpenAI meets Meta and a deadline for the Senate

Microsoft Corporation

Due to the growing controversy between US President Donald Trump and Fed Chairman Jerome Powell, central bank independence has once again become a topic of discussion among economists. Where are its boundaries in a democratic society? The blogs discuss another fight for independence - between OpenAI and Microsoft: whether Sam Altman will be able to get rid of the influence of the main investor. And billionaire Ilon Musk has lost support among Republicans by leaving government projects and engaging in a public spat with Trump. More details - in our review.

The Fed and the political diet, OpenAI's struggles, Musk's rankings: highlights from economists' blogs

NIKE, Inc.

SoftBank CEO Masayoshi Son said he intends to make the company the leading platform for "artificial superintelligence". The U.S. and China signed a trade agreement that includes supplies of rare earth metals. The US Treasury Department also scrapped the "retaliatory tax" (Section 899 of Donald Trump's budget bill), which excludes US companies from international digital taxes in exchange for concessions from G7 countries. On these and other topics - in our review of key events for the morning of June 27.

Highlights for the morning: US-China trade deal, SoftBank bets on superintelligence


Palantir Technologies Inc.

The U.S. attack on Iranian nuclear facilities is certainly the big news of the week. What investors should expect when the markets open, argues Robert Brooks of the Brookings Institution. What else was discussed on the blogs this week? Former Barack Obama adviser Robert Reich sounded the alarm over the increased influence of Palantir, a major Pentagon contractor. In addition, economists wrote about the study of how the intonations of the head of the U.S. central bank can influence the markets. More details - in our review.

U.S. attack on Iran, Palantir's power, the Fed's voice: highlights from economists' blogs

This week, it was reported that Microsoft is considering ending talks with OpenAI over their strategic partnership. The U.S. Senate approved a bill on stablecoins despite controversy surrounding U.S. President Donald Trump's cryptocurrency projects. The Federal Reserve kept the rate despite pressure from Trump.&nbsp;About the main events from June 16 to June 20 - in our review.&nbsp;

Highlights of the week: Microsoft and OpenAI dispute, Fed holds rate, US deadline on Iran

Taiwan Semiconductor Manufacturing Company Limited

Masaesi Son, head of Japanese conglomerate SoftBank, is in talks to launch the Crystal Land industrial park in Arizona

Japan billionaire wants to create a $1 trillion AI hub in the U.S. Is it realistic?

A report has appeared on the Web&nbsp;<a href="https://www.openaifiles.org/">The OpenAI Files</a>, exposing the problems of developer ChatGPT.&nbsp;The report's creators claim that "it is the most comprehensive collection to date of documented problems with management practices, leadership integrity, and organizational culture at OpenAI."&nbsp;Journalist Dmitry Filonov, author of the Telegram channel about startups&nbsp;The Edinorog, in his blog&nbsp;<a href="https://theedinorog.substack.com/p/the-openai-files-ai?r=455scj&amp;utm_medium=ios&amp;triedRedirect=true">has compiled</a> the main conclusions from it. Oninvest publishes the text&nbsp;with some minor clarifications.

The OpenAI Files: what's wrong with AI's biggest developer


Coinbase Global, 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: market awaits Trump's decision on Iran strikes

The US Federal Reserve left the rate unchanged, but revised its inflation and growth forecasts, reinforcing fears of possible "moderate stagflation". In parallel, tense negotiations continue between Microsoft and OpenAI: the former threatens to withdraw from the deal if it does not get more favorable terms of access to AI technologies, while the developer ChatGPT seeks to complete the transformation into a commercial structure and attract funding. Against a backdrop of geopolitical instability, Donald Trump is considering a military strike on Iran, heightening tensions over the conflict with Israel. About these and other topics - in the review of key events for the morning of June 19.

OpenAI has started selling its chatbot at a discount. This is a blow to its investor Microsoft

Amazon.com, Inc.

First Solar, Inc.

Eli Lilly and Company

Morning in New York: Middle East conflict increases uncertainty

Advanced Micro Devices, Inc.

AMD shares grew by almost 9% thanks to positive reaction of analysts to the presentation of a new AI chip and Helios server system. OpenAI signed its first contract with the Pentagon for $200 mln. Meanwhile, the Middle East's new equity capital markets, which have so far remained stable, came under pressure - uncertainty over the Iranian crisis may prevent large IPOs, although domestic demand remains strong. On these and other topics - in our review of key events for the morning of June 17.

Open AI