Palantir Technologies Inc.

Pfizer Inc.

Uber Technologies, Inc.

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: stocks switched to correction mode

Starbucks Corporation

OpenAI signed a $38 billion contract with Amazon Web Services, diversifying its infrastructure and reducing its dependence on Microsoft. Saudi Aramco showed a 0.9% increase in profit to $28 bln thanks to an increase in oil production. These and other topics - in our review of key events for the morning of November 4.

Highlights for the morning: Aramco's profit growth, Starbucks' change of plan in China, OpenAI contract

Analysts are alarmed by Palantir's heavy reliance on government contracts, including against the backdrop of the shutdown, as well as the company's high valuation

Palantir had the best quarter in history. What's Wall Street worried about?

Advanced Micro Devices, Inc.

Super Micro Computer, Inc.

The US government shutdown is now in its second month and is about to become the longest in history. However, Wall Street does not seem to care: all three major U.S. stock indices reached highs last week. Quotes were supported by the US Federal Reserve rate cut, the de-escalation of trade tensions after the meeting between President Donald Trump and his Chinese counterpart Xi Jinping, as well as the still high interest in stocks related to artificial intelligence, <a href="https://www.barrons.com/articles/palantir-amd-pfizer-robinhood-mcdonalds-stocks-dfd8631b?mod=RTA#:~:text=That%20is%20because,Jinping%20on%20Thursday.">writes</a> Barron's.

Palantir reports, AMD and rare employment data: what to expect for investors this week

Wall Street analysts forecast Palantir's third-quarter revenue to grow more than 50 percent to $1.092 billion

RBC: The market is waiting for a split in Palantir shares after rising 150% this year. What it means

Tesla, Inc.

Stellantis N.V.

Amazon.com, Inc.

Constellation Brands, Inc.

Morning in New York: political uncertainty remains in focus

NVIDIA Corporation

The broad market index S&amp;P 500 barely avoided going into negative territory amid a decline in shares of the technology sector, <a href="https://www.barrons.com/livecoverage/stock-market-news-today-100325/card/s-p-500-snaps-winning-streak-to-end-week-enrEE7HypIFfwZLj2Vj8">writes</a> Barron's. Friday's trading closed with a symbolic growth of 0.01% to 6715.8 points. The Dow Jones Industrial Average added 0.5% to close at 46,758.3 points. Both indices recorded new records at the close and posted gains for six consecutive trading days.

S&amp;P 500 and Dow ended a "perfect week" despite the government shutdown

The company said the vulnerability in the prototype NGC2 Army communications system has now been fixed

Palantir's stock plummeted over a reported vulnerability in its Army communications system

Taiwan Semiconductor Manufacturing Company Limited

Broadcom Inc.

Oracle Corporation

Identifying a new group of leading stocks is complicated by the fact that several key beneficiaries of the AI boom are not publicly traded

Bloomberg called the "Magnificent Seven" obsolete. Which stocks to pay attention to?

The Boeing Company

Boeing has significantly ramped up its order book for 2025

Boeing has an $8 billion airplane deal and an agreement with Palantir

Since the beginning of the year, Palantir's market value has risen 141% against the S&amp;P 500's 13% climb

BofA raised its target price on Palantir shares. The bank saw two reasons for their upside of 18%

Intel Corporation

MP Materials Corp.

M-tron Industries, Inc.

Innovative Aerosystems, Inc.

On August 22, Intel <a href="https://www.intc.com/news-events/press-releases/detail/1748/intel-and-trump-administration-reach-historic-agreement-to">announced</a>&nbsp;that the U.S. government would own nearly 10% of the company, converting government grants into shares. The government became Intel’s largest shareholder and acquired the stake at a 17.5% discount to the prevailing market price. Following the deal, Intel <a href="https://en.oninvest.com/article/intel-has-warned-of-risks-due-to-the-us-government-s-acquisition-of-10-of-its-shares">warned</a>&nbsp;investors that the arrival of a state shareholder could pose risks to its overseas business, including the potential for additional regulations and restrictions.