Veeva Systems Inc.

Elastic N.V.

NVIDIA Corporation

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

A morning in New York: waiting for the moment of truth

Walmart Inc.

The Japanese government approved the largest stimulus package since the pandemic at 21.3 trillion yen (about $135 billion), aimed at fighting inflation, supporting households and building defense capabilities. In the U.S., on the other hand, there is growing concern about rising inequality, with Walmart reporting a decade-long record gap between low- and high-income shoppers. These and other topics are in our review of key events for the morning of November 21.

Highlights for this morning: OpenAI struck a deal with Foxconn, Walmart warned of inequality

Walmart shares soared more than 6% in trading on Nov. 20

Walmart increased its sales forecast. What does this say about consumer sentiment?

Palo Alto Networks, Inc.

Adobe Inc.

Semrush Holdings, Inc.

Target Corporation

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 will support the bulls

Target shares were down 3% at the moment in trading on Nov. 19

Target lowered its profit forecast due to shopper savings. Will ChatGPT help?

Klarna Group plc

Now that the longest U.S. government shutdown in history is over, the big question is what the cost of this downtime is, <a href="https://finance.yahoo.com/news/nvidia-walmart-earnings-and-the-return-of-jobs-numbers-what-to-watch-this-week-124502640.html#:~:text=With%20the%20longest%20US%20government%20shutdown%20on%20record%20finally%20ending%20late%20Wednesday%2C%20the%20question%20now%20becomes%20what%20the%20economic%20cost%20will%20be%20when%20investors%20%E2%80%94%20and%20Federal%20Reserve%20officials%20%E2%80%94%20get%20the%20long%2Ddelayed%20updates%20on%20the%20US%20economy.">writes</a> Yahoo Finance. Therefore, investors on Wall Street will be waiting for announcements on what macro statistics will be released and in what time frame.

Nvidia earnings and Fed minutes: what investors need to know this week

President and CEO of the largest U.S. retailer Walmart Doug McMillon, who led the company during a period of large-scale expansion and technological transformation, will resign at the end of January. His place will be taken by John Ferner, who now heads the company's U.S. business (Walmart U.S.), <a href="https://corporate.walmart.com/news/2025/11/14/walmart-announces-john-furner-as-president-and-chief-executive-o0">according to</a> its press release.

Walmart's CEO is resigning. The stock quadrupled in value under his watch

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

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.