Microsoft Corporation

Meta Platforms, Inc.

NVIDIA Corporation

Investors are betting on AI, semiconductors and digital ecosystems

Nvidia and Microsoft have taken the $4 trillion bar, who will be next?

Palantir Technologies Inc.

Last week's selloff in tech giants' stocks after an impressive rally brought to mind the most important principle of prudent investing - diversification. During periods of market euphoria, when individual companies or sectors show dizzying growth, it is often forgotten. Fascinated investors hold one or a few stocks in their portfolio. Such concentration is a dangerous trap that not only jeopardizes the entire capital, but also deprives the investor of peace of mind.

Diversify when you don't feel like it: how an investor can get rid of euphoria

The papers of one of the AI leaders have been cheaper for six days in a row

Palantir stock has slipped into a bear market. They are still the best performers in the S&amp;P 500 this year

Switzerland's largest bank UBS advises not to abandon AI investments, but to diversify investments 

Palantir has become the worst performing stock in the S&amp;P 500. AI investor favorite is down for the fifth day

The Home Depot, Inc.

Viking Holdings Ltd

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: blockchain and Fed news will set the trading vector

Intel Corporation

The Nasdaq 100 Index, heavily weighted toward technology companies, fell 1.4% on Aug. 19, one of its worst performances since the April selloff. The S&amp;P 500 lost 0.6%, and the Dow Jones once again failed to hold a record before the close. Indexes declined as technology companies related to artificial intelligence, including Nvidia and Palantir, fell. Investors worried about the prospects of an AI-related rally and locked in profits. In particular, they have been spooked by a study showing that 95% of companies get nothing from their investments in generative AI.

The Nasdaq 100 has one of its worst one-day drops since April, the Dow failed to hold a record high

Even one of the main beneficiaries of the AI boom, Nvidia, has never bargained as expensively as Palantir, Left emphasizes

The battle of the titans: why does famed shortstop Andrew Left bet against Palantir?

Coinbase Global, Inc.

CalPERS, the largest U.S. pension fund, increased its investments in Coinbase, Palantir, Nvidia and Robinhood in the second quarter. The fund's returns have lagged the industry average in recent years. Despite the fact that shares of public companies brought it the highest yield last year, CalPERS managers bet on another asset class.

Coinbase, Palantir and Nvidia: where the largest US pension fund was invested

The Chemours Company

Dream Finders Homes, Inc.

The Russell 2000 gained around 2% yesterday, while the S&P 500 added just 0.3%, held back by major tech stocks

Small caps outpace Magnificent 7 as investors bet on Fed rate cuts from September

Nebius Group N.V.

Apple 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


Tesla, Inc.

Analysts emphasized that the fourth industrial revolution is still in its early stages

Nvidia, Microsoft, Palantir: Wedbush named its favorites in AI for the rest of the year

Citigroup Inc.

Palantir's capitalization exceeded $400 billion after the publication of a successful quarterly report. The American company specializing in intelligence gathering and processing showed a 48% growth in revenue in the second quarter (ended June 30) to more than $1 billion. In a <a href="https://www.palantir.com/q2-2025-letter/en/">statement</a> to shareholders, founder Alexander Karp said that the company plans to become "the dominant software developer of the future". For Onivest, journalist Roman Mighty looked into why Palantir is attracting investor attention and why human rights and civil rights activists don't like a future that could be dominated by such a company.