Electronic Arts Inc.

Robinhood Markets, Inc.

Donald Trump announced new duties on wood, furniture, pharmaceuticals and movies. OpenAI is booming revenue growth - $4.3 billion for the first half of 2025 - but is spending billions on AI development. In the U.S., Wealthfront, one of the pioneers of the robo-advisory market, is preparing for an IPO, and was never sold to UBS in 2022. These and other topics - in our review of key events for the morning of September 30.

Highlights for this morning: Trump's duties, OpenAI growth, Wealthfront going public

Warner Bros. Discovery, Inc.

Netflix, Inc.

The Walt Disney Company

The U.S. will impose a 100 percent duty on all movies filmed outside the country, President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/115287691323395767">wrote</a> Monday, Sept. 29, on his Truth Social media page.

Trump announced a 100% duty on movies produced outside the U.S.

Intel Corporation

Legacy Education Inc.

Organogenesis Holdings 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: the key inflation indicator for the Fed will set the vector for quotations

Novo Nordisk A/S

Roche Holding AG

AstraZeneca PLC

European pharma giants have a chance to avoid prohibitive duties on branded drugs, says JPMorgan Chase

Pharma stocks in Europe reacted weakly to Trump's threats of new duties

Strategy Inc

Meta Platforms, Inc.

Alphabet Inc.

Starbucks Corporation

Donald Trump has imposed stiff duties - 100% on brand-name drugs, 25% on heavy trucks and up to 50% on furniture - as part of a drive to bring manufacturing back to the US. Meta, despite its investment in AI, is discussing using Google's Gemini models to boost its advertising algorithms. Starbucks announced a $1 billion restructuring with the closure of 500 coffee shops and the layoff of 900 employees in an attempt to bring back sales growth. On these and other topics - in our review of key events for the morning of September 26.

Highlights for the morning: Anthropic under pressure, Starbucks slashes costs and new US duties

The Trade Expansion Act allows the US president to impose duties bypassing Parliament

Trump has begun paving the way for duties on robots and medical devices

General Motors Company

GM shares hit their highest in ten months in trading on Sept. 24

UBS advised to buy General Motors shares. Why does the analyst expect them to grow by 35%?

By the end of August, the average duty rate on U.S. imports had reached its highest level since the height of the Great Depression in 1933

The economy has not yet felt the impact of US duties, the OECD said. When will the effect be felt?

UK responds to NATO airspace violation over Poland

Oil prices rose amid increased sanctions pressure on Russia

Mercedes-Benz Group AG

The German automaker wants to remain a premium Mark for the Chinese. The success of the strategy will determine the global future of the company

The German Gambit: Why Mercedes-Benz is willing to sacrifice sales in China

Oracle Corporation

Donald Trump has called on the EU to impose duties of up to 100% on goods from China and India for buying Russian oil - following Washington, which has already raised import duties on Indian goods. Swedish fintech startup Klarna announced the results of its IPO in New York with a $15 billion valuation, while Oracle shares jumped 28% thanks to large cloud contracts and integration with OpenAI. These and other topics are in our review of key events on the morning of September 10.

Highlights for the morning: Trump's duties, Oracle rally, Klarna IPO and the dispute over Fed independence

Alcoa Corporation

The American company Alcoa - one of the largest aluminum producers in the world - has already given investors bad news several times since the beginning of this year. But so far, the company has managed to maintain growth in its key financial indicators. Should we bet on it in 2026?

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