NVIDIA Corporation

Advanced Micro Devices, Inc.

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

BYD Company Limited

LVMH returned to growth, which was a sign of recovering demand for luxury goods. Gold once again became the main safe haven for investors, displacing bitcoin. Walmart agreed with OpenAI to integrate shopping into ChatGPT. Oracle and AMD announced an AI deal challenging Nvidia's leadership, and Microsoft, Nvidia and xAI are investing $40 billion in Aligned data centers. The main events of October 13-17 are in our review.

Highlights of the week: luxury rises, gold overtakes bitcoin, Walmart and OpenAI deal

Walmart Inc.

Of the 11 companies with a capitalization of over $1 trillion, only Berkshire Hathaway and Saudi Aramco are not in the technology sector

Walmart could reach $1 trillion capitalization through integration with ChatGPT - Mizuho

OpenAI seeks new revenue streams and partnerships to cover trillion-dollar costs and relaxes content policy to allow adult erotic material. The gold price hit a record $4185 per ounce, reflecting rising tensions between the US and China and expectations of a Fed rate cut. On these and other topics - in our review of key events for the morning of October 15.

Main by morning: OpenAI relaxes erotica policy and seeks money for $1 trillion spending spree

The collaboration with Walmart was a new episode in a series of OpenAI business agreements

Walmart will launch shopping directly in ChatGPT. The stock has a record, but what are the risks?

U.S. medical device maker Medline may launch the largest IPO of 2025 in the U.S. in November. A typhoon that hit Hong Kong forced gold miner Zijin Gold to postpone its $3.2 billion listing. Shares of digital Noba Bank soared almost 30% at its debut trading in Stockholm. The main IPO market events of the week are in our selection.

Chery debut, typhoon disrupts listing: highlights of IPO by Sept. 28 

Walmart's market value is up more than 16% since the beginning of the year  

Bank of America expects Walmart stock to rise another 21%. What does this have to do with AI?

McDonald's Corporation

Consumers are cutting back on spending and shifting to budget goods and services due to uncertainty surrounding the impact of trade duties on prices

Goldman is betting on Walmart and McDonald's stock. Why is this a bad sign for the economy?

Zoom Communications Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

This morning in New York: Powell's Jackson Hole speech is in focus

The retailer's stock fell to its lowest price in a month

Walmart raised its full-year guidance, but the stock fell. What in the report upset investors?

Target Corporation

Morning in New York: indices enter consolidation mode

A major U.S. retailer raised prices on a number of items last quarter due to duties in the face of criticism from Donald Trump

"One of the most compelling investments in retail": what the Walmart report will show investors

Palo Alto Networks, Inc.

Baidu, Inc.

The most expected event for Wall Street this week will be the speech of US Federal Reserve Chairman Jerome Powell at the Fed's annual economic symposium in Jackson Hole, Yahoo Finance <a href="https://finance.yahoo.com/news/powells-jackson-hole-speech-walmart-earnings-what-to-watch-this-week-113502376.html#:~:text=The%20investing%20world%20will%20turn%20its%20attention%20to%20northwestern%20Wyoming%20in%20the%20week%20ahead%2C%20with%20Federal%20Reserve%20Chair%20Jerome%20Powell%20set%20to%20give%20his%20most%20important%20policy%20speech%20of%20the%20year%20on%20Friday%20at%20the%20annual%20Jackson%20Hole%20Economic%20Symposium.">writes</a>. This symposium is a platform for statements of the head of the U.S. Central Bank on the future policy of the regulator. Ahead of Powell's speech, which may be his last as Fed chief, markets are <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-feds-powell-comments-at-jackson-hole-in-focus-a7104eb8?mod=economy_lead_pos1#:~:text=U.S.%20money%20markets%20now%20price%20in%20a%2093.5%25%20chance%20of%20a%2025%20basis%2Dpoint%20rate%20cut%20next%20month%2C%20LSEG%20data%20show.">estimating</a> a 93.5% probability of an interest rate cut in September. Signals from Powell regarding the speed and scale of a new cycle of monetary easing will be decisive for the dynamics of stock markets.

#Walmart: 20