Apple Inc.

New investment could soften White House criticism over Apple assembling iPhones in India, analysts say

'Cook extends an olive branch to Trump': Apple to announce new investment in US

US President Donald Trump <a href="https://www.whitehouse.gov/presidential-actions/2025/08/addressing-threats-to-the-united-states-by-the-government-of-the-russian-federation/">signed</a> an executive order imposing an additional duty on goods from India over Russian oil purchases.&nbsp;

Trump imposes additional duty on imports from India over Russian oil purchases


McDonald's Corporation

Uber Technologies, Inc.

The Walt Disney Company

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: political agenda sets the vector for trading


Super Micro Computer, Inc.

OpenAI is negotiating a stock sale that could raise the company's valuation to $500 billion. Server maker Super Micro Computer reported lower profits and gave a weak outlook, attributing the results in part to Donald Trump's trade restrictions. The US President, meanwhile, is set to announce new duties on semiconductors and pharmaceuticals. About these and other topics - in our review of key events for the morning of August 6.

Trump announced new duties on chips and a rate hike for drugs of up to 250%

Diageo plc

The company estimated the damage from trade duties at $200 million per year

Guinness owner's profits fall due to duties and lower demand. Why is the stock rising?

Palantir Technologies Inc.

Figma

Palantir reported record quarterly revenue, marking the first time in the company's history that the figure crossed the $1 billion mark. Figma lost a quarter of its value in a day after the stock surged after its IPO. Firefly Aerospace raised the price range of its IPO, aiming for a valuation above $6 billion, amid growing interest in space technology. These and other topics - in our review of key events by the morning of August 5.

Highlights for this morning: Palantir hits the market, Figma collapses, Firefly aims for $6 billion

The Kraft Heinz Company

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Oil prices fell in early trading after OPEC+ agreed another significant production increase for September. A sharp drop in tourist spending in Japan and Europe hit sales of luxury brands. China unexpectedly imposed an interest income tax on government and bank bonds, spurring a sell-off in the debt market. Buffett recognized a $3.8 billion loss on Kraft Heinz, one of his biggest disappointments in decades. On these and other topics - in our review of key events for the morning of August 4.

Highlights for the morning: oil prices fall, luxury under pressure, Buffett admits failure

PayPal Holdings, Inc.

On August 1, the fear index rose above the psychologically important mark of 20 points. Markets collapsed because of Donald Trump's new trade duties, as well as bad data&nbsp; on US non-farm payrolls - they were more than a quarter worse than expected. It all comes at the height of the US reporting season. It started better than analysts' expectations. Microsoft's results even set a record, with the company's value reaching $4 trillion. The paradox is that "surprises" have long been the rule: companies in the S&amp;P 500 index publish results above consensus almost every quarter, although analysts' forecasts remain understated time after time. Everything is so good that the question arises: when to cash out?

Surprises in the market as the norm: time to cash out?

Amazon.com, Inc.

U.S. markets collapsed on Friday, August 1. The reason for the sell-off was the announcement of Donald Trump's new trade duties, as well as fresh data on US non-farm payrolls, which were more than a quarter worse than expected. As a result, the S&amp;P index had its worst day since April, Bloomberg calculated, and the Cboe volatility index, known as Wall Street's "fear barometer," broke the psychologically important 20-point mark - a position above it usually indicates high tension. Oninvest told you more about what is happening in the markets online.

Trump's new duties cause markets to crash, 'fear index' soars 25%: online

Meta Platforms, Inc.

- The main U.S. stock index<a href="https://www.cnbc.com/quotes/.SPX"> S&amp;P 500</a> fell 1.5 percent after trading began Aug. 1.

US indices collapsed more than 1% after new duties and jobs data

Coinbase Global, Inc.

Futures on major U.S. indexes fell about 1%, Wall Street's "fear index" jumped nearly 12%

Tariffs