Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

High-tech securities in Taiwan and South Korea attracted a combined $7.9 billion in net foreign investment this week, breaking more than a month of outflows, Bloomberg writes

Emerging market stocks close to biggest weekly jump since 2020

The legendary investor believes that the Iranian crisis is not a localized story, but part of a world war that has already begun and will not end quickly  

World war has already begun, Ray Dalio believes. Where could a new conflict break out?

SK hynix Inc.

Western investment giants are actively buying back shares of Asian beneficiaries of the AI boom after a record drawdown 

AI vs. geopolitics: how the Iran war opened a window for investment in Asia's IT sector

Apple Inc.

Tesla, Inc.

The U.S. and Taiwan have struck a sweeping trade deal with duty reductions and multi-billion dollar purchases of U.S. goods amid disputes over shifting semiconductor supply chains. In China, Xiaomi surpassed Tesla in sales for the first time. Apple shares suffered the second biggest collapse in its history after the publication of the delay of Siri update. About these and other topics - in our review of key events for the morning of February 13.

Which countries to look at for investors who plan to reduce their investments in the US market

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

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

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.