Meta Platforms, Inc.

Alphabet Inc.

Meta is preparing to launch paid subscriptions on Instagram, Facebook and WhatsApp with exclusive features and advanced AI capabilities. Google agreed to pay $68 million to settle a lawsuit for illegally recording conversations through its voice assistant. About these and other topics - in our review of key events for the morning of January 27.

Highlights for the morning: India-EU 'deal of the decade', Meta launches paid subscriptions

On January 26, the dollar fell to a four-month low, gold and silver broke records and traded at the time of publication around $5130 and $112 per ounce, respectively. Moreover, silver is rising in price faster than gold. The dramatic rise in the prices of protective assets is considered a market fear indicator - investors react to geopolitical shocks. Alexey Basov, head of investment bank BSF Partners, writes in his Telegram channel <a href="https://web.telegram.org/k/#@basovalexey">"Investments of the highnet"</a> why it may be too late to enter this rally.

Dollar collapse, rising gold and silver prices and late entry risks

Donald Trump's policies and behavior make investors seriously consider withdrawing some funds from the United States. Although the power and scale of the economy and the U.S. financial market will attract them, the process of dedollarization and diversification to the detriment of U.S. assets will continue. Most likely, this will be done in a non-public manner.

Quietly exit the US market: how investors are seeking protection from Trump's policies 

Rheinmetall AG

OHB SE

Gold surpassed $5,000 an ounce amid fears of a debt crisis, inflation and a weakening dollar, reflecting investors' flight to safe-haven assets. The U.S. is increasing pressure on allies, forcing Canada to abandon the idea of free trade with China and threatening new tariffs. On these and other topics - in our review of key events for the morning of January 26.

The main thing for the morning: gold exceeded $5000, Germany will create an analog of Starlink

The VIX fear index fluctuated in a 19% range this week, first rising to 20.1 points as it approached the edge of the stress zone, and then falling about 16%. Investors were reacting not to objective macroeconomic data but to Donald Trump's plans for Greenland - as a result, U.S. stocks <a href="https://www.ft.com/content/cb1a8211-ac60-4cb2-b68f-955f3d0f98f5">lost</a> more than $1 trillion on Tuesday. In such an environment, reactive decisions can lead to financial losses. Why discipline and system help an investor to act more effectively than intuition and quick analytics - explains psychologist Mikhail Tegin.

$1 trillion loss in a day on fear: How market discipline saves money

Amazon.com, Inc.

Walmart Inc.

On January 15, China's Alibaba <a href="https://www.alibabagroup.com/en-US/document-1948497434959151104">announced</a> that it has begun integrating its online shopping and travel services into its Qwen AI app to create a unified platform for its 100 million users. The new features are available for public testing in China. The company has also launched an invitation-only "task assistant" feature for more complex tasks such as booking trips or building web applications.

How Amazon, Walmart and others are incorporating AI agents into their businesses

Renault SA

Donald Trump said the Greenland deal with NATO was "framed" and rejected new duties against Europe. OpenAI has begun talks to raise up to $50 billion from Middle Eastern sovereign wealth funds. Elon Musk is accelerating SpaceX's IPO to fund space AI data centers and is thinking about returning to politics. The main events of January 19-23 are in our review.

Highlights of the week: Greenland deal, SpaceX IPO acceleration and $50 billion for OpenAI

Eli Lilly and Company

Novo Nordisk A/S

Dr. Reddy's Laboratories Limited

Sandoz Group AG

Hims & Hers Health, Inc.

The United Laboratories International Holdings Limited

Huadong Medicine Co., Ltd

DexCom, Inc.

Abbott Laboratories

Lupin Limited

The market for weight loss drugs that <a href="https://oninvest.com/article/vse-o-nikh-govoriat-kak-novye-preparaty-izmeniat-nashu-zhizn">revolutionized</a> pharmacoculture in the early 2020s is entering a new phase. This year, Novo Nordisk's patents for semaglutide, the active ingredient in Ozempic, perhaps the most famous drug in this class, will expire in five major countries. This means that generic manufacturers will enter the race, new numerous players who are already preparing to make money by flooding the world with inexpensive analogs.

Substance-for-money exchange: $32 billion semaglutide market enters patent collapse phase

Data

Once Upon a Farm, an organic baby food manufacturer co-founded by actress Jennifer Garner, has announced an IPO for up to $209 million. The company announced <a href="https://www.sec.gov/Archives/edgar/data/1696556/000119312525222798/d832753ds1.htm">an</a> initial public offering back in September last year, but <a href="https://www.linkedin.com/feed/update/urn:li:activity:7398082579863724032/">postponed</a> it due to the U.S. government shutdown.

Once Upon a Farm actress Jennifer Garner announced an IPO of up to $209 million

Amaroq Ltd.

GreenRoc Strategic Materials Plc

AnorTech Inc.

Critical Metals Corp.

At the World Economic Forum on January 21, Donald Trump declared the US desire to obtain "right, title and ownership" of Greenland, specifying that he <a href="https://apnews.com/article/trump-davos-housing-greenland-gaza-a2f3f4c18ba321c8025a3e208fc0ddf6#:~:text=Trump%2520had%2520insisted%2520that%2520he%2520wants%2520to%2520%25E2%2580%259Cget%2520Greenland%252C%2520including%2520right%252C%2520title%2520and%2520ownership%252C%25E2%2580%259D%2520but%2520said%2520he%2520would%2520not%2520use%2520force%2520to%2520do%2520so%2520while%2520deriding%2520European%2520allies%2520and%2520vowing%2520that%2520NATO%2520should%2520not%2520try%2520to%2520block%2520U.S.%2520expansionism.">did not intend to</a> act by force. The US president also canceled the imposition of a 10% duty on eight European countries that supported Denmark (Greenland is an autonomy within Denmark) and opposed the expansion of US control over the island. Trump has repeatedly explained his interest in Greenland by considerations of national and international security.

Geopolitical factor: which small-caps can benefit from US interest in Greenland

TRX Gold Corporation

Motley Fool highlights miner TRX Gold as a 'leveraged play on gold prices'

Corvus Pharmaceuticals, Inc.

Trinseo PLC

Freedom Broker has named the two stocks from the smid-cap-tracking Russell 2000 index with best and worst performance from January 9 through January 22. The former was recorded by Corvus Pharmaceuticals, which is developing a drug for atopic dermatitis, while the worst performer was Trinseo, a producer of specialty materials for the construction and automotive industries.

Freedom names biggest small-cap winner and loser in last two weeks

Profile Systems & Software SA

The Greek equity market is gradually emerging from the post-crisis period and entering a new, more mature phase. While earlier investors focused primarily on macroeconomic stabilization and the low-base effect, attention has increasingly shifted to the quality of corporate growth, earnings visibility, and the ability to scale without sacrificing margins.

Greece's new economy: Four sectors, five small-cap names to gain exposure in 2026

Small Caps

Humana Inc.

CVS Health Corporation

UnitedHealth Group Incorporated

ProPetro Holding Corp.

Nucor Corporation

Triumph Financial, Inc.

FirstSun Capital Bancorp

CoreWeave, Inc.

USA Rare Earth, Inc.

Sarepta Therapeutics, Inc.

SkyWater Technology, Inc.

Booz Allen Hamilton Holding Corporation

The Trade Desk, Inc.

Micron Technology, 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: trading will take place in a turbulent zone

PUMA SE

Kering SA

Puma shares jumped nearly 23% in Frankfurt on the news, but have since corrected and at the time of publication are trading in the plus side by just over 5% relative to the previous close

Puma has had a change of major shareholder. The owner of Gucci sold his stake at a 60% premium

Anheuser-Busch InBev SA/NV

Constellation Brands, Inc.

The Procter & Gamble Company

Investbank finds shares of hygiene products manufacturers and beer brands attractive

U.S. consumer sector posted its best start to the year in 25 years. What is Wells Fargo betting on?

The market was expecting a 4-6% increase in rates

Insurers' stocks in the U.S. collapsed over plans to keep Medicare payment rates unchanged

Zoom Communications, Inc.

Zoom's stake in AI startup Anthropic could be worth between $2 billion and $4 billion if chatbot developer Claude goes public

An analyst found a "hidden treasure" in Zoom. Its shares rose to a 3.5-year high

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