Microsoft Corporation

Microsoft securities have already lost 17% from last year's July highs

Microsoft shares are at a seven-month low. Why do analysts advise buying them?

Halliburton Company

Baker Hughes Company

SLB N.V.

Alibaba Group Holding Limited

PDD Holdings Inc.

KUAISHOU-W

Meituan

JD.com, Inc.

Legendary investor Michael Burry, who predicted the mortgage crisis of 2007-2008, has <a href="https://oninvest.com/article/pravila-igry-izmenilis-cto-majkl-b-urri-delaet-s-portfelem-posle-kraha-maduro">named</a> five companies from his current portfolio that could become beneficiaries of the collapse of Venezuelan President Nicolas Maduro's regime and allow him to painlessly survive the new round of aggravation of relations between the United States and China. Oninvest with the help of analysts analyzed whether his bet will work for private investors.

Burry holds 5 stocks because of Venezuela and China. Should we follow his example? 

Taiwan Semiconductor Manufacturing Company Limited

TSMC's financial performance will be strong in 2026, Counterpoint Research predicts

TSMC hits record profit and beats forecasts amid demand for AI chips

Amazon.com, Inc.

Alphabet Inc.

Large technology companies are building energy expertise amid rising data center power consumption

Will bigtechs turn into infrastructuralists? AI boom pushes them to hire energy workers

Meta Platforms, Inc.

NVIDIA Corporation

Multi-billion dollar investments by IT giants are causing growing concerns among market participants

BlackRock has noticed a shift in investors' priorities in the AI market. What are they choosing now?

The cuts may be related to Meta's refocusing from virtual reality to artificial intelligence

Meta to lay off hundreds of employees in meta-universe direction - media

Eli Lilly and Company

SK hynix Inc.

OpenAI strengthens its presence in medicine, Nvidia and Eli Lilly launch a billion-dollar AI project in pharma, and SK Hynix invests billions of dollars in HBM memory production. These and other topics are covered in our roundup of key events for the morning of January 13.

Highlights for the morning: US duties on Iran's partners, the OpenAI deal and Venezuela's market surge

Palantir Technologies Inc.

Michael Burry, who predicted the 2008 crisis and is now betting on Nvidia's falling stock price, has for the first time detailed <a href="https://post.substack.com/p/the-ai-revolution-is-here-will-the">his</a> reasons for being skeptical of AI. In correspondence with Anthropic co-founder Jack Clark and podcaster Dwarkesh Patel, the investor described his vision of the sector's capitalization, spoke out about the hyper-scaler payback trap and shared his thoughts on a possible AI apocalypse. Oninvest publishes excerpts from Burry's remarks.

Buffett's escalator: the Big Short investor on the bubble, the Nvidia problem and the AI apocalypse

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

Walmart Inc.

AstraZeneca PLC

The retailer's latest moves show it is banking on technology to boost sales

Walmart shares hit a record after its inclusion in the Nasdaq-100. It is targeting tech giants

Commodity markets may be entering the phase of a new "supercycle" amid rising demand for metals, energy and other tangible assets, according to John Velis, Americas strategist at BNY, <a href="https://www.marketwatch.com/story/stocks-are-signaling-that-another-commodities-supercycle-is-afoot-in-2026-5e697dc6?mod=home_lead">writes</a> MarketWatch.

Analysts talk about the beginning of the commodity "supercycle". Is everything so unambiguous?

Apple Inc.

Alphabet shares hit an all-time record in trading

Artificial intelligence (AI)