The past week in global financial and technology markets was marked by artificial intelligence, strong corporate earnings, and heightened investor attention to the prospects of major companies. NVIDIA, AMD, Microsoft, Tesla, and several other key players were in the spotlight.
NVIDIA once again confirmed its status as one of the key winners of the global AI boom after posting strong second-quarter financial results. The company's solid performance reinforced market expectations of sustained high demand for AI solutions through the end of 2026. NVIDIA's quarterly report was one of the main drivers of positive sentiment in the technology sector.
Morgan Stanley upgraded Robinhood Markets to Overweight and raised its price target to $150. Analysts noted that the company is actively expanding its service ecosystem, including retirement products, banking services, credit cards, advisory services, and prediction markets. Additional support for the stock came from quarterly results that beat Wall Street expectations and an upward revision of revenue forecasts for 2026–2028.
McDonald's reported earnings above market expectations, but revenue came in weaker than analyst forecasts. Following the report, the company's shares fell about 4.8%. Despite this, investors positively assessed the growth of franchise income in the U.S. and improved results in international divisions, indicating the resilience of the business.
Tesla found itself in the spotlight after a mixed market reaction to the unveiling of the Cybercab robotaxi. Following the event, the company's shares declined, and the presentation drew attention from U.S. regulators. The situation heightened investor concerns about growing regulatory risks and the company's ability to successfully execute its ambitious autonomous driving projects.
Rocket Lab reported record quarterly revenue of $234.1 million, beating analyst expectations. Although earnings per share came under pressure due to acquisition-related costs, the overall sentiment around the company remains positive. Investors continue to closely watch the development of the Neutron rocket and the Electron launch schedule, despite occasional weather-related delays.
Advanced Micro Devices reported revenue of $11.54 billion and adjusted earnings per share of $1.66 for the second quarter. The data center segment remains the main growth driver, with sustained high demand for EPYC processors and Instinct accelerators. However, after the earnings release, the company's shares came under pressure as investors assess the sustainability of current growth rates amid intensifying competition.
Server maker Super Micro Computer found itself at the center of a new investigation. The law firm Kahn Swick & Foti initiated a review of the company's management actions amid an ongoing shareholder class action lawsuit. The cause was allegations related to suspected export control violations in the supply of AI servers to Chinese customers.
Analysts at Stifel and Bank of America raised their price targets on Microsoft shares, citing sustained growth in the Azure cloud business and the high potential of AI-based products, including Copilot. At the same time, experts noted that the company's significant capital expenditures continue to pressure free cash flow.
Taiwan Semiconductor Manufacturing Company (TSMC) shares rose despite a broader market correction. Investor attention is now focused on the company's upcoming financial report. The consensus forecast calls for earnings per share of $4.45 and revenue of about $45.54 billion, reflecting expectations of continued strong growth for the world's largest contract chipmaker.
In the cryptocurrency market, Ethereum continues to receive support from institutional investors. Significant capital inflows into spot Ethereum ETFs confirm the growing interest of major players. Additional optimism came from investor Tom Lee, who believes that the passage of the CLARITY Act could accelerate inflows from Wall Street. However, the short-term picture remains mixed: steady investment flows are combined with declining speculative activity and demand for borrowed funds.
The main theme of the week remains artificial intelligence, which continues to drive the dynamics of the largest technology companies. NVIDIA, AMD, and Microsoft maintain leadership positions thanks to high demand for AI infrastructure, while Tesla and Super Micro face additional regulatory and legal risks. In the crypto market, investor attention remains focused on Ethereum and institutional demand through ETF instruments.
