Oracle Corporation

Alibaba Group Holding Limited

Intel Corporation

Nvidia announced a strategic partnership with OpenAI and plans to invest up to $100 billion to create an "AI factory." Intel is in talks with Apple and TSMC to invest in its production. Oracle has placed $18 billion in bonds to cover the costs associated with the AI boom. US President Donald Trump imposed duties of 100% on drugs and approved a deal to sell TikTok to a pool of investors. About the main events from September 22 to 26 - in our review.

Highlights of the week: US gets TikTok, Intel seeks partners, Nvidia and OpenAI alliance

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

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

U.S. President Donald Trump signed an executive order on September 25 approving a deal to sell part of the TikTok video service's U.S. business to American and global companies. The video broadcast <a href="https://www.whitehouse.gov/live/">was carried out</a> on the White House website.

Trump has approved a deal to sell part of TikTok in the US. The business was valued at $14 billion

Kenvue Inc.

Apple Inc.

In the US, Donald Trump's administration is preparing a high-profile announcement about a possible link between Tylenol and autism risk in children, which has hit shares of the Kenvue manufacturer. In parallel, the White House is pushing a restructuring deal for TikTok involving Oracle, Fox Corp., Silver Lake and Andreessen Horowitz, where U.S. investors would gain control and key powers. China has kept rates on hold amid signs of a slowing economy despite the Fed's recent rate cut. On these and other topics, our roundup of key developments for the morning of Sept. 22.

Highlights for the morning: OpenAI and Luxshare vs. Apple, China kept betting, Tylenol dispute

Donald Trump said on Friday that in a phone call with Chinese President Xi Jinping, they came close to approving a deal to sell the U.S. business TikTok to a group of investors from the U.S. "I just had a very productive call with Chairman Xi. We made progress on many important issues including (...) approval of the TikTok deal," Trump <a href="https://truthsocial.com/@realDonaldTrump/115231649861246548">wrote</a> on Truth Social. - The conversation was very good, we'll talk on the phone again, thank you for the TikTok approval, and we both look forward to meeting at [the international forum] APEC!"

Trump says US and China are close to a deal on TikTok

BYD Company Limited

The U.S. and China are trying to establish a dialog on trade and TikTok, while the Fed is preparing for a rate decision, pushing up Asian indices and metal prices. In China, a price war in the electric car sector has cost BYD $45 billion in market value. About these and other topics - in our review of key events by the morning of September 15.

#TikTok: 7