Palantir Technologies Inc.

Tesla, Inc.

Pfizer 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: chances for continued growth persist


Musk believes he should have more control over Tesla, but in such a way that he can be removed if he "goes crazy"

Tesla will give Musk a $30 billion stock bonus, which should keep him at the company

BYD Company Limited

Shares of the electric car maker sagged and its annual target of 5.5 million vehicles was threatened amid a price war



Tesla rival loses momentum: China's BYD sales fall for first time in 2025


Meta Platforms, Inc.

Microsoft Corporation

UBS Group AG

What to expect for investors in the US stock market on July 30

Morning in New York: Fed stimulates volatility spike

AI chip startup Groq is in talks to raise $600 million at a valuation of $6 billion, double its last round in August 2024. Meta is preparing to report quarterly earnings on the back of a massive investment in supercomputing data centers and the hiring of key industry experts, including former OpenAI employees. Meanwhile, South Korea's LG Energy Solution signed a $4.3 billion contract with Tesla to supply LFP batteries for energy storage systems, strengthening its position in the US market. On these and other topics - in our review of key events by the morning of July 30.

Highlights for this morning: LG strikes deal with Tesla, US and China seek compromise on tariffs

Delta Air Lines, Inc.

The Walt Disney Company

Unilever PLC

NIKE, Inc.

Tesla shareholders are well aware of the value of its owner, Ilon Musk's tweets. His public altercation with President Trump in June 2025<a href="https://www.reuters.com/business/autos-transportation/tesla-shares-slide-musk-steps-up-criticism-ally-trump-2025-06-05/"> cost</a> the company $150 billion in market capitalization in a single day. But this is not an isolated incident. In a world where social media has become an integral part of corporate communication, CEOs and spokespeople are increasingly daring to publicly declare their position on sensitive political issues. And any careless post in an official account can cost shareholders billions of dollars;

The political rhetoric of corporations: how do tweets affect stock price?


Alphabet Inc.

The Boeing Company

The Procter & Gamble Company

Morning in New York: reports and macro data will guide trading


Amazon.com, Inc.

Morning in New York: US-China trade talks take center stage

Taiwan Semiconductor Manufacturing Company Limited

After weeks of uncertainty, the U.S. and the European Union reached a sweeping tariff agreement, removing the threat of an escalating trade war. Against this backdrop, futures on European indices, including the Euro Stoxx 50 and DAX, went up, and the euro strengthened. The oil market shows contradictory dynamics: despite the current deficit and stable prices around $70 per barrel, analysts warn of an impending oversupply in 2025-2026 due to production growth both within OPEC+ and outside the cartel. On these and other topics - in our review of key events for the morning of July 28.

Top story for the morning: the US has a trade deal with the EU, European futures are rising


US President Donald Trump has struck a trade agreement with Japan, securing $550 billion in investment in the US economy. And towards the end of the week, he paid a visit to the Fed. The ECB left its key rate unchanged after eight cuts. In the technology market, the race to invest in AI continues:&nbsp;Alphabet announced an increase in capital expenditure to $85 billion to avoid ceding the lead to other players. About the main events from July 21 to July 25 - in our review.&nbsp;

Highlights of the week: Musk may return to politics, ECB pause, Trump comes to the Fed

Lucid Group, Inc.

NVIDIA Corporation

A "lottery ticket mentality" is "emerging in the market," analysts warned


The S&P 500 index ended the week with its fifth consecutive record high. Is it already time to fear a bubble?


The company has yet to apply in California for permits to transport passengers on the autonomous vehicle and operate it commercially