Apple Inc.

Microsoft Corporation

Meta Platforms, Inc.

Amazon.com, Inc.

Alphabet Inc.

NVIDIA Corporation

Amid bigtechs increasing capital expenditures on AI, Amazon, Google and Microsoft could collectively lose $900 billion in market capitalization since the release of their quarterly reports

"Staggering" $660 billion in AI spending by bigtechs has heightened market anxiety about a bubble

Verizon Communications Inc.

Strong strengthening of the dollar led to a sell-off in metals

The S&amp;P 500 fell for the third straight day, but is in the plus side for January. Gold collapsed by 9%

Sandisk Corporation

Western Digital Corporation

KLA Corporation

Visa Inc.

Stryker Corporation

Royal Caribbean Cruises Ltd.

Lockheed Martin Corporation

Parker-Hannifin Corporation

Caterpillar Inc.

Comcast Corporation

SAP SE

Thermo Fisher Scientific 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: uncertainty provokes correction

To maximize profits amid parts supply issues, Apple will focus on releasing premium iPhone models in 2026, according to reports

Apple pushed back the start of iPhone 18 sales to 2027 due to memory shortage - Nikkei

Gold after record growth went into correction amid strengthening of the dollar and expectations of personnel decisions in the Federal Reserve System. Investors in Indonesia sold off shares due to the risk of the country's downgrade in MSCI indices. These and other topics - in our review of key events in the morning of January 30.

Highlights for the morning: gold sags, Indonesia's market collapses, Apple has a chip shortage

"I'm proud to say this quarter will go down in history," said Apple CEO Tim Cook

Apple has reported "overwhelming" demand for the iPhone. But there is cause for concern

Apple has bought Israeli startup Q.ai, which develops technologies for reading facial movements and understanding silent communications, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-29/apple-buys-israeli-ai-startup-that-interprets-facial-movements">reported</a>. The terms of the deal Apple did not disclose and did not specify exactly how Q.ai technology will be used, <a href="https://www.reuters.com/business/apple-acquires-audio-ai-startup-qai-2026-01-29/">noted</a> Reuters. According <a href="https://www.ft.com/content/49f4e2e4-3a68-4842-be67-879409d06aa1">to</a> Financial Times sources, the deal values the startup at nearly $2 billion.

Apple has bought an AI startup that reads facial movements. Earlier, a similar deal resulted in FaceID

Apple CEO Tim Cook and his team will be in the spotlight after the market closes on Jan. 29, when the company releases results for its fiscal first quarter ended Dec. 28. Cook said last year that the company "expects the first quarter to deliver record revenue in its history and in the history of the iPhone," Yahoo Finance<a href="https://finance.yahoo.com/news/apples-first-quarter-earnings-will-focus-on-iphone-sales-ai-outlook-170801438.html"> recalls</a>.

Apple may report record iPhone sales. What risks do analysts see?

The $2.2 trillion fund reduced its investments in U.S. companies, including Nvidia and Microsoft

The world's largest sovereign fund has cut stakes in U.S. bigtechs

Samsung Electronics Co., Ltd.

SK hynix Inc.

Analysts consider the shares of both companies attractive and the likelihood of a market redistribution is low due to the huge deficit

Samsung has lost to SK Hynix for the first time in terms of annual profits

Honeywell International Inc.

Mastercard Incorporated

Tesla, Inc.

International Business Machines Corporation

ServiceNow, Inc.

Joby Aviation, Inc.

Stride, Inc.

Intel Corporation

Textron Inc.

Morning in New York: giants' reports in the spotlight

Earlier, Ray Dalio and Bill Ackman, among others, expressed their views on what is happening in Minnesota