Amazon.com, Inc.

First Solar, Inc.

Eli Lilly and 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: 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.

Microsoft Corporation

Alphabet Inc.

The AI industry began 2025 with the announcement of the unprecedented <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">$500 billion Stargate <a href="https://oninvest.com/article/klub-zaklatyh-druzej-cto-takoe-ii-megaproekt-stargate">mega project</a>, and then followed it up with an equally unprecedented <a href="https://oninvest.com/article/cernyj-lebed-iz-kitaa-sposoben-li-deepseek-izmenit-rynok-ii">$1 trillion drop</a> in markets following the release of China's DeepSeek AI model, which turned out to be just as good and significantly cheaper than its American competitors. We are, of course, fortunate to witness in real time a technological revolution comparable in scale to the invention of the Internet. Apparently, there's a reason why the word "unprecedented" is mentioned 64 times in a report on AI by renowned technology analyst and investor Mary Meeker (though I teased about it when <a href="https://oninvest.com/article/kakoe-budusee-ii-prorocit-diva-interneta-meri-miker-ne-uvidevsaa-puzyr-dotkomov">wrote</a> about her last week). And now, the year that started so brightly hasn't even reached the halfway point, and the ever-burgeoning AI market continues to be shaken by events that, in the apt <a href="https://techcrunch.com/2025/06/11/can-scale-ai-and-alexandr-wang-reignite-metas-ai-efforts/">expression</a> of TechCrunch, have investors and analysts "scratching their heads."

An alliance of arch rivals and $14 billion recruiting: how the AI industry kicked off the summer

The developer of ChatGPT believes that the main achievement from the introduction of AI will be in improving people's quality of life

The moment when AI surpasses human intelligence could have already arrived - OpenAI head

Oracle Corporation

Morgan Stanley called the OpenAI deal a strong positive development for Google


OpenAI leases servers from Google. What do analysts say about the unexpected deal?


Apple Inc.

Tesla, Inc.

Apple unveiled a major design update to all operating systems called Liquid Glass at WWDC, but failed to impress investors, with shares down 1.2% amid expectations of a more radical breakthrough in AI. OpenAI doubled its annual revenue to $10 billion thanks to demand for ChatGPT. Elon Musk's xAI faced slowing demand for its $5 billion debt offering, which is partly attributed to the entrepreneur's conflict with Donald Trump. On these and other topics - in our review of key events by the morning of June 10.

Highlights for this morning: Apple disappointed, Musk's xAI has debt problems, OpenAI has $10 billion in debt

Meta Platforms, Inc.

In South Korea, foreign investors are buying bonds due to political stability and expectations of the country's inclusion in global indices. The Indian stock market is approaching new highs: according to Julius Baer, the revival of consumption in the lower and middle strata of the population, supported by lower taxes and inflation, will be the driver of this growth. Meta is in talks to invest over $10 billion in the startup Scale AI, which has already become an important player in the generative AI ecosystem. These and other topics are covered in our review of key events for the morning of June 9.

Open AI