Microsoft Corporation

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

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

Oracle Corporation

The iconic shortstop explained why he's betting against Nvidia but not shorting Meta and Alphabet, and also named his new target 

'I can't short OpenAI': Burry reveals bet against another AI company 

US President Donald Trump intends to decide on a timeline for the listing of mortgage giants Fannie Mae and Freddie Mac within one to two months. Shares of two Chinese "AI tigers" - MiniMax and Zhipu AI - rose in debut trading. Discord, a platform for gamers, moved closer to going public. The main events on the IPO market during the week are in our selection.

Discord, U.S. mortgage giants and China's AI tigers: what's important about IPOs by Jan. 11

Rising investment in AI and Oracle's troubles are spurring discussions about the Minsky moment, a tipping point where companies begin to run up debt without regard for common sense and eventually collapse. How close is the market to this point? Independent analyst Mikhail Zavaraev believes that the situation is far from being resolved, and the right strategy is more important than attempts to predict the moment of crisis onset.

Artificial intelligence (AI)