Microsoft Corporation

Alphabet Inc.

At least 20 Google employees have moved to Microsoft in recent months

Microsoft has begun poaching Google's AI talent, using Meta tactics - WSJ

The deal would turn developer ChatGPT into the most expensive non-public tech company ever

OpenAI has begun talks to sell shares at a $500 billion valuation

Figma

Ambiq Micro, Inc.

Shoulder Innovations, Inc.

Shares of Figma, a service for designers that competes with Adobe, soared 250% at the debut trading in New York. Against the background of such excitement, the Swedish installment service Klarna resumed its preparations for IPO. In addition, two competitors of Ilon Musk's space company SpaceX are preparing to enter the stock exchanges in the United States and China. And the richest man in Asia wants to earn more than $6 billion for a 5% stake in his telecom company. The main events on the IPO market for the week - in our selection.

Figma's record, Klarna and SpaceX competitors go public: what's important about the IPO by Aug. 3

NVIDIA Corporation

Nvidia has placed an order for 300k H20 chips from TSMC amid renewed US approvals for shipments to China. Meanwhile, in China, startup Z.ai has released an open-source AI model, GLM-4.5, capable of running on just eight H20 chips - yet claiming to be a leader in efficiency, competing with DeepSeek and OpenAI. In the autonomous transportation market, Waymo, an Alphabet company, has announced it will launch a robotaxi in Dallas in 2026 in partnership with Avis. On these and other topics - in our review of key events for the morning of July 29.

Highlights for this morning: Nvidia ramps up chip production for China and a new DeepSeek competitor

Tesla, Inc.

During his spat with Musk, the U.S. president promised to strip the billionaire's companies, including SpaceX, of subsidies and government contracts

SpaceX has warned investors of the risk of Musk's return to politics


Tesla has postponed its annual shareholder meeting to an unprecedentedly late date this year

Tesla shareholders will be asked to vote on xAI investment. Should we be alarmed?

Last week, the world's richest man, Ilon Musk, announced his new project: he is creating a new political party in the United States. In business, he has had nine projects, seven of them working. In politics there will be only the third, the first were the election of Trump as president and DOGE. And there the score is 1:1 so far.

Ilon Musk's political roulette: how he can build his party

Amazon.com, Inc.

In early June, Amazon founder Jeff Bezos was preparing to marry Lauren Sanchez when Ilon Musk began publishing a series of critical posts about the "Big Beautiful" bill that US President Donald Trump was actively promoting. It got to the point where Musk mentioned Trump's name in connection with the "Jeffrey Epstein list" and the president threatened to deprive the main sponsor of his election campaign of government contracts. Apparently, despite the pre-wedding rush, Jeff Bezos decided not to miss the moment and try to get Musk's space government contracts. Does he have a chance to do so?

Billionaire Star Wars: Will Bezos be able to get Musk's government contracts

SpaceX's market value has nearly doubled in the past year

SpaceX will sell shares based on a $400 billion valuation. What does that figure tell investors?

The Boeing 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: focus on US trade policy and Trump's conflict with Musk

Last year, Tesla and SpaceX received more than $6 billion for two from the U.S. government, according to The Washington Post

Trump has threatened to stop subsidizing Tesla and SpaceX. What about the stocks?

Robinhood Markets, Inc.

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