NVIDIA Corporation

EchoStar Corporation

Okta, 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: Nvidia's quarterly report in focus

Meta Platforms, Inc.

Alphabet Inc.

The Estee Lauder Companies Inc.

Fed Chairman Jerome Powell gave hope for a rate cut in September at the annual economic forum in Jackson Hole. The White House confirmed the purchase of 10% of Intel. EU has accelerated work on the digital euro due to the passage of the U.S. Stablecoin Act. Meta struck a $10 billion deal with Google. Donald Trump met with Ukrainian President Vladimir Zelensky and European leaders in Washington. About the main events from August 18 to 22 - in our review.

Highlights of the week: Powell speech, Meta and Google deal, EU accelerates with digital euro

The U.S. and EU agreed on a trade deal last month 

Pharmaceuticals, chips and autos: US and EU clarify terms of trade deal

Trump allows sales of more powerful Nvidia chips in China, but regulatory approval in question

Nvidia is developing a new chip for China. How is the company trying to win back an important market?

It's up 20% since the trade war was declared in April 

China's stock index has hit a ten-year peak. What's behind it?

Broadcom Inc.

Advanced Micro Devices, Inc.

U.S. President Donald Trump, speaking to reporters on Friday aboard Air Force One, suggested that duties on U.S. semiconductor imports could rise by up to 300%, Bloomberg <a href="https://finance.yahoo.com/news/trump-says-semiconductor-tariffs-coming-125909996.html">reports</a>.

Trump says chip duties could reach 300%. Nvidia and AMD shares fell

Retail sales in the United States in July increased by 0.5% compared to June, the Census Bureau <a href="https://www.census.gov/retail/sales.html">reported</a>. The result matched analysts' expectations.

US retail sales in July rose in line with expectations 

Baidu, Inc.

Alibaba Group Holding Limited

JD.com, Inc.

Hedge fund founder Ray Dalio has championed investments in China for years, but this summer he sold his remaining stake and resigned from the board of directors

Bridgewater exited $1.5 billion in Chinese stocks, selling Alibaba, Baidu and JD.com

US President Donald Trump has signed an executive order that extends until November 9 the deadline for imposing increased customs duties on imports of goods from China, The Wall Street Journal and The Washington Post <a href="https://www.wsj.com/livecoverage/stock-market-today-dow-sp-500-nasdaq-08-11-2025/card/trump-delays-higher-china-tariffs-SjRQOTlHKicacRQO8g4n?mod=article_inline&amp;adobe_mc=MCMID%3D44244154884319717072836332903417302254%7CMCORGID%3DCB68E4BA55144CAA0A4C98A5%2540AdobeOrg%7CTS%3D1754940682&amp;_gl=1*1q0aq66*_gcl_au*NDU0NzI1ODQ2LjE3NTI1MDI5NDA.*_ga*NjgyMzI0NjE5LjE3MTE2OTIyMDI.*_ga_K2H7B9JRSS*czE3NTQ5MzYxMjkkbzExNSRnMSR0MTc1NDk0MDUyOSRqMzQkbDEkaDMwNzgzOTY1MQ..">wrote </a>, citing a White House official.

Trump extends 90-day deadline for raising duties on China - media outlet

Shares of both chipmakers fell in trading on Aug. 11

'Undercover racket': what Wall Street is saying about Nvidia and AMD's deal with the US

Demand for protective assets will continue to rise amid growing uncertainty surrounding U.S. gold supply, Wall Street believes


Gold bars hit by U.S. duties. Futures soared to a new record high


Small caps are again the spotlight, but not because they are outperforming. According to Refinitiv Lipper data as of August 4, investors have pulled $94.7 billion from U.S. small-cap funds since the start of the year, including $47.3 billion in July alone – the largest monthly outflow in 5 years. That figure also far exceeds the total for the second quarter, when withdrawals reached $30.3 billion, the highest quarterly outflow since 2020. Despite occasional rallies, small caps have trailed large caps by a wide margin. In the first seven months of the year, the S&amp;P 500 rose about 6.5%, while the Russell 2000 fell roughly 1.0%.

Trade war