Marvell Technology, Inc.

Vertiv Holdings Co

Reddit, Inc.

Alnylam Pharmaceuticals, Inc.

SoFi Technologies, Inc.

Ciena Corporation

Coherent Corp.

Analysts of investment bank Stephens named the main, in their opinion, candidates for inclusion in the broad market index S &amp; P 500, <a href="https://www.cnbc.com/2026/01/16/stocks-usually-rally-big-after-getting-added-to-the-sp-500-index-these-could-be-next.html">writes</a> CNBC. Rebalancing of the index by the U.S. Index Committee should be held on Friday, the channel points out.

Investment Bank has highlighted possible candidates for inclusion in the S&amp;P 500

Taiwan Semiconductor Manufacturing Company Limited

ASML Holding N.V.

The dependence of the S&amp;P 500 index on the sentiment of investors invested in AI-related stocks is of concern to Scott Helfstein, a strategist at Global X Investment Company. In a note <a href="https://www.marketwatch.com/story/how-the-fragile-ai-ecosystem-may-be-one-of-the-biggest-risks-to-markets-this-year-27c3a394">cited</a> by MarketWatch, the analyst highlighted key risks to the markets in 2026. The main one is a disruption in the AI supply chain, a factor Helfstein calls the most underestimated by investors.

The analyst named the main risks for the markets in 2026. Among them - undervalued

Planet Fitness, Inc.

Novo Nordisk A/S

Eli Lilly and Company

The hype around GLP-1-class weight loss drugs is opening up new growth opportunities for fitness club chain Planet Fitness, investment bank Stifel predicts. "We believe GLP-1 users could significantly increase fitness club subscriptions in the coming years," analyst Chris O'Call wrote in a note to clients <a href="https://www.cnbc.com/2026/01/16/this-gym-stock-could-see-a-boost-from-increase-weight-loss-pill-use-says-stifel.html">quoted</a> by CNBC. He reiterated a buy recommendation on Planet Fitness shares and a $130 target, up 31% from the Jan. 15 close.

Stifel expects fitness chain's stock to rise 30%. How will a diet pill help them? 

Micron Technology, Inc.

A member of the board of directors of memory chip maker Micron Technology, Mark Liu, bought 23,200 shares of the company's stock this week, <a href="https://www.sec.gov/Archives/edgar/data/723125/000205876926000002/xslF345X05/primarydocument.xml">according to </a>a disclosure on the U.S. Securities and Exchange Commission's website. The transactions were made on Tuesday and Wednesday, and the average price was about $337 per paper - on Monday, January 12, quotes Micron updated the record at $345, then slightly corrected. Total purchases amounted to $7.8 million, MarketWatch <a href="https://www.marketwatch.com/story/microns-stock-gets-an-8-million-vote-of-confidence-from-this-industry-veteran-caf334bc">calculated</a>. With this, Liu gave a strong signal to the market, the publication notes. Now the insider directly owns 25,910 shares of Micron.

A Micron insider bought $8 million worth of the company's stock, what does that tell investors?

Porsche AG

Volkswagen AG

Volkswagen's premium brand - Porsche - <a href="https://newsroom.porsche.com/en/2026/company/porsche-deliveries-2025-41516.html">reported a</a> 10% decline in car sales in 2025. This was the sharpest decline since 2009, that is, since the global financial crisis, <a href="https://www.bloomberg.com/news/articles/2026-01-16/porsche-sales-slump-most-in-16-years-on-weak-china-model-gaps?srnd=phx-industries">writes</a> Bloomberg. Shares of the luxury manufacturer fell in trading on January 16, continuing the collapse, which has already led to the loss of the status of "blue chip".

Porsche reports deepest slump in 15 years amid problems in China and US

Investment bank Morgan Stanley expects that shares of Dutch semiconductor equipment manufacturer ASML Holding in the most favorable scenario can grow by more than 70%, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-16/morgan-stanley-sees-70-surge-for-asml-shares-in-bull-case">writes</a>. This may be facilitated by the increase in capital expenditures of chip manufacturers seeking to meet the growing demand for solutions in the field of artificial intelligence, the agency points out.

Morgan Stanley named ASML as one of its key investments and allowed the stock to rise by 70%

Tesla, Inc.

Klarna

Broadcom Inc.

Cathie Wood's fund bought Broadcom securities on the drawdown

Cathie Wood has cut positions at Tesla. What is she betting on now?

Intel Corporation

Citi analysts have revised their estimates of the largest chipmakers, raising their recommendation on Intel and at the same time excluding Micron from the list of priority ideas. The investment company sees tactical opportunities for Intel against the backdrop of competitors' limitations, but points to remaining risks. Whereas on Micron, analysts say, a slowdown in DRAM memory price growth is expected.

Citi changes Intel and Micron valuations amid chip market dynamics. Is it worth buying?

BNP Paribas SA

Societe Generale Societe anonyme

Wise Group AB

European banks and fintech services have begun blocking transfers to the accounts of Russians who permanently reside in other countries, even before the decision to include Russia in the list of high-risk countries came into force.  Oninvest is aware of several such cases.

European banks have started blocking Russians' transfers around the world

SMA Solar Technology AG

Sixt SE

thyssenkrupp nucera AG & Co. KGaA

Vossloh AG

Wacker Neuson SE

German small-cap stocks offer an opportunity to participate in the transformation of the German economy particularly in terms of mobility and green energy. German GDP is <a href="https://www.reuters.com/markets/europe/german-economy-grow-after-two-straight-years-contraction-ifw-says-2025-06-12/?utm_source=chatgpt.com%23:~:text=The%2520Leibniz%2520Institute,new%2520German%2520government.%2522">projected</a>&nbsp;to grow roughly 1.1-1.5% in 2026, a gradual recovery from the near-stagnation of 2024-2025. Fiscal support is&nbsp;channeled  through funds for decarbonization, green mobility, and infrastructure, supporting demand for rail transport, renewable energy, and low-emission equipment.

Betting on the green economy: Five interesting German small caps from Freedom24 

SK hynix Inc.

Samsung Electronics Co., Ltd.

Even after the stock price soars in 2025, shares of chipmakers in Asia are trading significantly cheaper than their U.S. counterparts

The fund that outperformed 97% of its peers bet on memory chips. What stocks did it buy?

Quantum Computing Inc.

Rigetti Computing, Inc.

D-Wave Quantum Inc.

IonQ, Inc.

Rosenblatt Securities analyst John&nbsp;McPeake has <a href="https://www.barrons.com/articles/rigetti-quantum-computing-stocks-buy-93675ecd?gaa_at=eafs&amp;gaa_n=AWEtsqdbXTohrP-EnKqWHR-LCZ68VS4mLwbi3DYfRGKMLq1zgpcXrz5mqbAH&amp;gaa_ts=6969fb1d&amp;gaa_sig=mbcEqEooeQ6Icj1u-aO2x0KEYgp7TvDzxt23rwD7u6HbCHg77G0ZWuInBZV4vbJKdnsLpZsNjP2p8LQE9O4GPg%3D%3D">initiated</a>&nbsp;on shares of quantum computing firms Rigetti Computing and Quantum Computing Inc., opening coverage with "buy" ratings. Amid "trepidation on Wall Street," McPeake argues they already have working products that could give them a competitive advantage in the future.

Rosenblatt initiates on quantum-computing firms Rigetti and QCi at 'buy'

The protests in Iran, now in their third week, are among the largest in the history of the Islamic Republic. But is the current wave of discontent capable of leading to regime change? Ruslan Suleymanov, an orientalist, discusses this issue.

Three ingredients for revolution: will Iran's protests lead to regime change?

J.B. Hunt Transport Services, Inc.

QXO, Inc.

Woodward, Inc.

Sylvamo Corporation

NVIDIA Corporation

Alphabet Inc.

The Goldman Sachs Group, Inc.

Morgan Stanley

BlackRock, Inc.

The Kroger Co.

Uber Technologies, Inc.

Clearway Energy, Inc.

Ocular Therapeutix, 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: investors remain bullish

Gold is no longer an attractive asset to buy after its price rose 65% in the past year, said Mark Mobius, a prominent investor and managing director of the Mobius Emerging Opportunities Fund.

'I'm definitely not buying up': Mobius says gold is no longer attractive

Planet Labs PBC

Shares of mid-cap satellite data provider <a href="https://finance.yahoo.com/quote/PL/">Planet Labs</a> climbed&nbsp;almost 6% on Wednesday, January 14, reaching a new all-time high. Over the past two days, three Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/pl/analystestimates?mod=mw_quote_tab">raised their target prices</a> for the stock, with the most bullish call implying upside of over 12% from current levels. Over the last 12 months, Planet Labs has surged more than 600%.

Space stock Planet Labs is up 600% in LTM, but Wall Street sees more upside

The Russell 2000, which tracks shares of small- and mid-cap companies, outperformed the broader U.S. market benchmark, the S&amp;P 500, for a ninth consecutive session on Wednesday, January 14. That marks the index’s longest winning streak against large caps in 25 years, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-13/stock-market-today-dow-s-p-live-updates?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports</a>. The move reflects growing investor skepticism over the durability of artificial intelligence-driven gains, resulting in capital rotation.

Russell 2000 beats S&P 500 for ninth straight time, now the longest streak since 1990

Contango Ore, Inc.

Dolly Varden Silver Corporation

Gold exploration and production company Contango ORE and silver miner Dolly Varden Silver <a href="https://www.contangoore.com/press-release/contango-ore-and-dolly-varden-silver-announce-merger-to-create-a-new-north-american-high-grade-mid-tier-silver-gold-producer-and-developer">announced</a>&nbsp;a merger in late December. The transaction will combine their assets in Alaska and British Columbia. Below is a summary of what investors need to know about the deal, the outlook for the combined company, and its key projects.

Gold and silver combine: Breaking down the Contango ORE/Dolly Varden merger

Sun Country Airlines Holdings, Inc.

Allegiant Travel Company

Shares of <a href="https://finance.yahoo.com/quote/SNCY/">small-cap airline Sun Country</a> jumped almost 11% on Monday, January 12, to their highest level since mid-2023, after the carrier agreed to a <a href="https://ir.allegiantair.com/news/news-details/2026/Allegiant-and-Sun-Country-Airlines-to-Combine-Creating-a-Leading-More-Competitive-Leisure-Focused-U-S--Airline/default.aspx">combination</a>&nbsp;with rival Allegiant Air. The transaction is set to reshape the U.S. low-cost airline market, creating the second largest ultra-low-cost carrier behind Spirit Airlines, <i>Forbes </i><a href="https://www.forbes.com/sites/suzannerowankelleher/2026/01/12/allegiant-air-merger-sun-country/">wrote</a>.

Sun Country Airlines soars on news of combination with Allegiant

The Russell 2000 index, which tracks small-cap stocks, set a new all-time high on Monday, January 12, and outperformed the S&amp;P 500 for a seventh straight session, marking its longest winning streak since 2019, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-12/small-cap-stocks-post-longest-win-streak-over-s-p-500-since-2019?embedded-checkout=true">wrote</a>. <i>Barron’s </i><a href="https://www.barrons.com/articles/small-company-stocks-rally-1f64499a?gaa_at=eafs&amp;gaa_n=AWEtsqdEPhgBONFBOXARir0fRH7GxP3k5tzb2sppbPhcClif-MQfCC6EJSWD&amp;gaa_ts=69660c2c&amp;gaa_sig=qz3nYRW4R1IaY0veJi0n4pshyZJahGzpPHKuXIm65XNvjhv5EtwaMl16XEXnzRDcq6vCgglLur4XZSc3jS9PpA%3D%3D">attributed</a>&nbsp;the move in part to the so-called January effect, while analysts and money managers say the rally could have further to run.

News

Investment Bank has highlighted possible candidates for inclusion in the S&P 500