Intel Corporation

Netflix, Inc.

Johnson & Johnson

The shortened trading week - on January 19, stock exchanges in the U.S. will not open due to Martin Luther King Day - begins with the World Economic Forum (WEF) in Davos, Switzerland, where <a href="https://www.barrons.com/articles/netflix-united-airlines-ge-aerospace-intel-cpe-cf2b31d3?mod=hp_latestnews#:~:text=where%20at%20least%2060%20heads%20of%20state%20are%20expected">dozens of</a> heads of state will gather. President Trump is expected to speak at the WEF on Wednesday, January 21, Yahoo Finance <a href="https://finance.yahoo.com/news/trump-in-davos-netflix-and-intel-results-on-deck-as-earnings-season-ramps-what-to-watch-this-week-123046447.html#:~:text=The%20first%20is%20President%20Trump%27s%20speech%20at%20the%20World%20Economic%20Forum%20in%20Davos%2C%20Switzerland%2C%20which%20is%20expected%20to%20take%20place%20on%20Wednesday%20morning%20ET.">reported</a>.

Davos, inflation, Netflix and Intel: what investors need to know this week

Tokyo Electron Limited

Toyota Motor Corporation

Toyo Engineering Corporation

The yen collapsed to levels not seen in a year and a half

"Takaichi-trade" is back: Japanese stocks soar over early election bets

SoftBank Corp.

SoftBank sold off its stakes in Nvidia and T-Mobile for the sake of it, Reuters has found out

All for AI: SoftBank rushes to close $22.5 billion deal with OpenAI

Oracle Corporation

TikTok has launched a process to separate from ByteDance through a deal with Oracle and U.S. investors, seeking to remove political and regulatory risks in the United States. The Bank of Japan raised its key rate to a 30-year high amid the country's high inflation and record government debt. These and other topics - in our review of key events for the morning of December 19.

The main thing for the morning: the fate of TikTok in the U.S., a record rate in Japan and €90 billion for Ukraine

ServiceNow, Inc.

China's retail sales growth posted its worst gain on record, barring the Covid-19 pandemic period. HBM Healthcare InvestmentsBank of Japan is preparing to start selling off JPY83 trillion worth of ETFs. AI solutions developer ServiceNow is in talks to buy cybersecurity startup Armis for $7 billion. These and other topics are covered in our review of key events for the morning of December 15.

Highlights for the morning: copper outlook, Japan's central bank prepares ETF sell-off and $7 bln deal

Deutsche Bank Aktiengesellschaft

Citigroup Inc.

Standard Bank Group Limited

Analysts at Deutsche Bank and Standard Bank have warned of a possible "triple blow" to the dollar in the coming weeks, which could exacerbate an already seasonally weak period for the U.S. currency. However, Citigroup strategists, on the contrary, advise investors in emerging markets to prepare for dollar strengthening: negative trends for the currency have receded in the middle of 2025, they believe.

Deutsche and Standard warned of a weak month for the dollar. Citi disagrees with them

U.S. stock futures fell, European trading opened in the negative, cryptocurrency prices collapsed: markets switched to risk avoidance mode in anticipation of a series of important macroeconomic publications in the U.S., which will be released this week, <a href="https://www.bloomberg.com/news/articles/2025-11-30/asia-set-for-cautious-open-ahead-of-busy-data-week-markets-wrap">explains </a>Bloomberg.

World markets started December with a decline. Investors are waiting for important economic data

Walmart Inc.

The Japanese government approved the largest stimulus package since the pandemic at 21.3 trillion yen (about $135 billion), aimed at fighting inflation, supporting households and building defense capabilities. In the U.S., on the other hand, there is growing concern about rising inequality, with Walmart reporting a decade-long record gap between low- and high-income shoppers. These and other topics are in our review of key events for the morning of November 21.

Highlights for this morning: OpenAI struck a deal with Foxconn, Walmart warned of inequality

NVIDIA Corporation

Taiwan Semiconductor Manufacturing Company Limited

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

Shiseido Company, Limited

Pan Pacific International Holdings Corporation

Trip.com Group Limited

The risk of a boycott of Japanese goods in China could hit sales of Uniqlo, Asics and Muji

China has warned the public against traveling to Japan. Which stocks are affected?

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

A Goldman Sachs strategist who accurately predicted Wall Street's weak performance this year expects U.S. stocks to underperform global markets into the next decade, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-12/goldman-strategists-see-us-stocks-lagging-all-peers-next-decade">writes.</a>