ASML Holding N.V.

NVIDIA Corporation

Taiwan Semiconductor Manufacturing Company Limited

ASML stock selloff could bring down the entire semiconductor sector

ASML beat earnings and order forecasts. Why is the stock falling?

Eli Lilly and Company

Merck & Co., Inc.

Pfizer Inc.

Donald Trump has said he will likely impose duties on pharma by the end of the month, and semiconductors shortly thereafter. JPMorgan Chase CEO Jamie Dimon and Citigroup CEO Jane Fraser said they intend to participate in the development of stablecoins. Meanwhile, oil prices resumed growth thanks to demand from the U.S. and China. Against this background, central banks of countries with developed mining are increasingly buying gold from local mines. About these and other topics - in our review of key events for the morning of July 16.

Highlights for this morning: JPMorgan and Citi are thinking about stablecoin, central bankers are looking for gold mines

Unexpectedly rapid growth in the Chinese economy in the second quarter was a rare positive story in a pessimistic year for the luxury industry. However, China's strong GDP data does not cancel out the structural risks holding back consumption in a country that accounts for a quarter of global luxury sales.

China's economy outperformed forecasts in Q2. Why is this good for the luxury market?

Tesla, Inc.

The Boeing Company

Wells Fargo & 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: focus on the start of the reporting season and the consumer price index


Alphabet Inc.

The Trade Desk, Inc.

The EU has approved a second list of potential retaliatory measures against the United States - duties on U.S. goods worth €72 billion, including Boeing airplanes, cars, bourbon, agricultural products and medical equipment. This is in response to Donald Trump's announced duties against the EU. At the same time, startup Cognition acquired Windsurf, whose team had previously partially moved to Google amid a growing "war for AI talent". In addition, Trade Desk entered the S&amp;P 500 index, taking the place of Ansys and causing its shares to rise 14%. About these and other topics - in our review of key events by the morning of July 15.

Morning in New York: White House rhetoric on the side of the "bears"

Donald Trump's actions on the international stage, both economically and politically, have earned him the offensive definition of Trump Always Chickens Out (TACO), which can be translated as "Trump always backs down." But now that markets have begun to view his actions through the TACO lens and ignore his threats, he may become more aggressive.

TACO and wrestling: how investors perceive Trump's actions

The value of bitcoin set a new record.&nbsp;The European Union is intensifying contacts with Canada, Japan and other countries affected by the U.S. trade policy, and is preparing retaliatory measures. The Bank of Japan, in turn, has completed a nearly 20-year program to sell off shares bought during the crisis years from national banks. About these and other topics - in our review of key events for the morning of July 14.

U.S. to impose 30 percent duties on goods from EU and Mexico


Apple Inc.

US President Donald Trump announced plans to impose 50 percent duties on copper imports and 200 percent duties on imports of pharmaceutical products. Apple came under pressure, with analysts calling for the company to change its CEO, pointing to the weakness of its position in AI. Meanwhile, Nvidia became the first public company to reach a capitalization of $4 trillion. The main events of July 7-11 are in our review;

Highlights of the week: Nvidia is worth $4 trillion, new bitcoin record, Apple's failure in AI

Delta Air Lines, Inc.

Delta removes U.S. engines from new Airbus assembled in Europe

Delta has found a new way around duties: it has resorted to cannibalizing its fleet

"To understand what the US intentions are, we would need a crystal ball," an EU diplomat told Reuters


Tariffs