NVIDIA Corporation

Alphabet Inc.

Apple Inc.

The beginning of the reporting season can give a positive impetus to the securities of US bigtechs, says Nationwide strategist 

Mag7 shares have been lagging the market for months now. Is it time to buy them?

Apple plans to radically update its Siri voice assistant this year, turning it into a full-fledged chatbot based on artificial intelligence, Bloomberg sources <a href="https://www.bloomberg.com/news/articles/2026-01-21/ios-27-apple-to-revamp-siri-as-built-in-iphone-mac-chatbot-to-fend-off-openai">claim</a>. According to them, the chatbot, codenamed Campos, will be deeply integrated into the iPhone, iPad and Mac operating systems and will replace the current Siri interface.

Apple will turn Siri assistant into a chatbot to fight OpenAI - Bloomberg

OpenAI "consciously made a decision not to become a custom vendor for Apple" back in the fall of 2025, a source close to the startup <a href="https://www.ft.com/content/8033b1bc-4ffe-47ed-baf0-5abea6a1322a">told the</a> Financial Times. Instead, the ChatGPT developer has decided to focus on building its own artificial intelligence-based device to reach beyond the ecosystems of major tech players, the publication writes. OpenAI did not respond to the FT's request for comment.

OpenAI has not partnered with Apple as it prepares its AI device - FT

The company plans to move a key phase of the launch of its upper-end Pixel models to Vietnam, reducing its reliance on Chinese supply chains

Google to move premium smartphone development outside China - media outlet

Heritage Global Inc.

Revvity, Inc.

PAR Technology Corporation

Option Care Health, Inc.

Ormat Technologies, Inc.

Travere Therapeutics, Inc.

Duolingo, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

New York morning: focus on inflation and the start of the reporting season

Alphabet shares hit an all-time record in trading

Alphabet's capitalization exceeds $4 trillion for the first time Apple has chosen Google's AI for Siri

Дэниел Айвз — один из самых «бычьих» аналитиков по акциям Apple — ожидает, что компания прояснит свою «невидимую стратегию в области ИИ» и сохранит Тима Кука на посту CEO


Аналитик Wedbush прогнозирует рост Apple на 35%. Какие факторы могут его обеспечить?


QUALCOMM Incorporated

Apple is gradually replacing Bluetooth and Wi-Fi controllers in its devices with proprietary modems

Mizuho no longer believes in Qualcomm because of declining orders from Apple. The stock is down

Taiwan Semiconductor Manufacturing Company Limited

Sales of the largest chip maker, TSMC, beat forecasts

Nvidia's key partner increased revenue by 20%. Wall Street has high hopes for him

Ford Motor Company

US car manufacturer Ford is preparing to enter the market for autonomous driving systems. OpenAI launched a version of ChatGPT Health to handle personal health data. Google-owned Alphabet has surpassed Apple in terms of capitalization for the first time since 2019, and China's Zhipu has become China's first public "AI tiger". About these and other topics - in a review of key events by the morning of January 8.

Highlights for this morning: Ford and autopilot, ChatGPT will talk about health, Alphabet above Apple

Hon Hai Precision Industry Co., Ltd.

Taiwan's Hon Hai Precision Industry (Foxconn), the world's largest contract electronics manufacturer, <a href="https://www.honhai.com/en-us/press-center/press-releases/latest-news/1947">reported</a> a 22% increase in quarterly sales. This was due to global technology companies accelerating the construction of data centers for artificial intelligence, <a href="https://www.bloomberg.com/news/articles/2026-01-05/nvidia-partner-hon-hai-s-sales-beat-estimates-in-an-ai-boom?embedded-checkout=true">according to</a> Bloomberg.

Nvidia's supplier has increased its revenue amid the AI boom. What risks do investors see?

Shares of the largest chip supplier for Nvidia and Apple rose amid expectations of another year of steady growth.