Taiwan Semiconductor Manufacturing Company Limited

The U.S. and Taiwan have concluded a long-discussed trade agreement, which provides for a reduction in duty rates on goods imported into the U.S. market from 20% to 15%, and for some products, such as generic drugs and airline components, the fee will be eliminated altogether, CNBC <a href="https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html">reports </a>. In addition, as part of the deal, Taiwanese technology companies will invest at least $250 billion in the United States - to expand production in the field of semiconductors, energy and artificial intelligence. Taiwan will provide another $250 billion in the form of loan guarantees for further financing, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/us-taiwan-clinch-deal-to-cut-tariffs-boost-chip-investment?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports </a>.

Taiwanese tech companies to invest $250 billion in U.S. in exchange for lower duties

In which regions of the world should investors look out for flocks of "black" and "gray" swans?

What political events investors should watch out for in 2026

Horizon Robotics

Hon Hai Precision Industry Co., Ltd.

6WS.SG,0P0001MVOP,0

Goldman Sachs presented its global equity ideas for December, highlighting the securities of five companies to which analysts give a potential upside of 70% or more, <a href="https://www.cnbc.com/2025/12/05/5-stocks-that-goldman-sachs-gives-over-70percent-upside-in-the-coming-year-.html">writes</a> CNBC. Among them:

Goldman has named the stocks with the most potential. One of them can grow up to 90%

NVIDIA Corporation

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

SK hynix Inc.

Samsung Electronics Co., Ltd.

Lasertec Corporation

Ibiden Co.,Ltd.

Companies in Asia related to artificial intelligence may be a cheaper and more promising option for investors to capitalize on the AI boom than U.S. companies, according to Saxo Bank. Asia is the "AI backbone" because most chips and memory modules are manufactured there, and that's where the capital investment flows from market leaders: "Factories continue to operate regardless of which U.S. platform wins the software race," Saxo said.

"US sells the dream, Asia builds the machines": Saxo names the best markets for AI investors

Intel Corporation

Advanced Micro Devices, Inc.

Reddit, Inc.

Pfizer 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 assess geopolitical risks

Alphabet Inc.

Berkshire Hathaway Inc.

The first shutdown in years has begun in the USA: the publication of macroeconomic statistics has been halted, and civil servants have been sent on forced leave en masse. Berkshire Hathaway is preparing to buy OxyChem for $10 billion - one of the largest in recent years. Nvidia broke a record, raising its capitalization above $4.5 trillion thanks to deals with OpenAI and growing spending on AI infrastructure. These and other topics are in our review of the key events for the morning of October 1.