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On Thursday, the US stock market recorded its sharpest drop since the COVID-19 pandemic in 2020. This development was due to the introduction of reciprocal tariffs by the United States, which were signed by President Donald Trump. While this situation poses some short-term risks for capital markets, it also opens up extremely interesting investment opportunities in the long term. Fundamentally strong companies are now trading at price discounts in the tens of percent, which represents the most favorable purchase conditions in the last five years.

Meta, best known for Facebook, has long focused on virtual and augmented reality (AR/VR), which serve as the driving force behind its Metaverse world. Its latest product is expected to be the more luxurious Ray-Ban Meta smart glasses. The predecessor of these glasses was a market success, and the tech giant is looking to build on that momentum. However, while CEO Mark Zuckerberg believes in the segment's potential and is making massive investments, it remains uncertain whether the new glasses will help reduce the division's record losses.

Inflation, high interest rates and uncertainty. All of this has weakened the venture capital market considerably in recent years, which has undoubtedly been felt by tech startups as well. It seems that after the re-election of Donald Trump, the situation is starting to turn around and the flagship of this recovery is the initial public offering (IPO) of CoreWeave. Despite the fact that the set price was lower than expected, in terms of total volume, this is the largest IPO since 2021. Will the company do well in the long term after the start of trading on the Nasdaq stock exchange?

The leading American company Waymo, which specializes in autonomous taxis, has demonstrated its success and is significantly expanding into other major cities. One of these cities is Washington D.C., where the service will be available as early as 2026. This strategic step is especially important because the city hosts numerous key government offices, and with the right approach, the adaptation to autonomous driving could become much smoother. Despite its growing acceptance, the technology still faces safety challenges.

Micron Technology, the American chip giant, presented its financial results for the second quarter of fiscal 2025, which clearly exceeded analysts' expectations, while confirming the company's growing importance in the field of AI and data centers. Despite the risks the company has pointed out, it is possible that the stock has the potential to break free from consolidation based on key fundamentals. Will they succeed?