Palantir Technologies Inc.

Over the past year, Palantir shares have gained 135%.

"Best-in-class AI stock": Truist sees Palantir's growth potential at 28%

Samsung Electronics Co., Ltd.

Samsung Electronics may see a sharp increase in profits amid rapidly rising semiconductor prices caused by supply shortages and frenzied demand from the AI sector, Reuters reports. According to analysts, the surge in memory market prices could deliver the company one of its strongest financial results in recent years.

Memory chip shortage to boost Samsung's profits by 160% — Reuters. What about the shares?

NVIDIA Corporation

Advanced Micro Devices, Inc.

Intel Corporation

QUALCOMM Incorporated

Tesla, Inc.

Strategy Inc

Vistra Corp.

Microchip Technology Incorporated

Zeta Global Holdings Corp.

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Apple Inc.

Novo Nordisk A/S

Daily review and forecast of events on the US stock market by Mikhail Denislavov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: robotics news sets the tone for trading

AMD and Nvidia unveiled new platforms for AI data centers, robotics, and autonomous transportation at CES 2026, intensifying competition for the multibillion-dollar market for computing and "physical AI." Copper hit a new all-time high above $13,000 per ton amid risks of shortages and trade imbalances due to possible US tariffs. These and other topics are covered in our review of key events as of the morning of January 6.

East Money Information Co.,Ltd.

Leo Group Co., Ltd.

China Satellite Communications Co., Ltd.

Investor sentiment in China is improving thanks to a combination of several factors

Chinese stocks hit four-year high on AI bets

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?

Oracle Corporation

Broadcom Inc.

Global stock markets, which have reached record highs amid the hype surrounding artificial intelligence, could face a reversal in 2026 due to accelerating inflation, Reuters <a href="https://www.reuters.com/world/asia-pacific/ai-driven-inflation-is-2026s-most-overlooked-risk-investors-say-2026-01-05/">reports</a>, citing market participants surveyed. Investors warn that the AI boom and large-scale government support measures could increase price pressure and change the conditions for further market growth.

"The pin that will burst the bubble": investors name the underestimated risk in 2026

Baidu, Inc.

Baidu is preparing to spin off its business and possibly list its AI chip division Kunlunxin in Hong Kong. GPU developer Biren Technology made a triumphant debut on the stock exchange, doubling its market capitalization on the first day of trading. Read about these and other topics in our review of key events as of the morning of January 2.

Freeport-McMoRan Inc.

Ero Copper Corp.

Southern Copper Corporation

Anglo American plc

Glencore plc

Alcoa Corporation

Century Aluminum Company

Kaiser Aluminum Corporation

Critical Metals Corp.

MP Materials Corp.

NioCorp Developments Ltd.

First Majestic Silver Corp.

Endeavour Silver Corp.

Pan American Silver Corp.

Peabody Energy Corporation

Cameco Corporation

Cheniere Energy, Inc.

Robots, artificial intelligence, and automation no longer exist only in code. They consume electricity, metals, and fuel. AI has become a new, very voracious consumer of raw materials, comparable in scale to entire industries. This triggers a commodity supercycle and redistributes capital in favor of those who control the basic resources of the new economy. Vitaly Kononov, an analyst at Freedom Broker's commodities sector, named the new beneficiaries of this supercycle.

Beneficiaries of AI and robotization: the commodity supercycle and investment ideas

Alphabet Inc.

Alibaba Group Holding Limited

Motive Technologies, a developer of fleet management software backed by Alphabet's venture capital arm, has filed for an IPO. Hong Kong is preparing to list shares in two Chinese startups working in the field of artificial intelligence. Here are the week's top IPO market events in our selection.

Startup with investments from Google and China's "little dragon": key facts about the IPO by December 28

From a proclamation by Palantir head Alex Karp to the story of the 1929 stock market crash and an exploration of AI's impact on everyday life, journalist and author Maxim Semeliak has selected five of the most notable books published in 2025.

Palantir chapter manifesto, a novel about a stock market crash, life with AI: the best books of 2025 

Japan is increasing its budget support for chips and AI by almost four times. China is launching three major venture capital funds to invest in hard tech — from microchips and quantum technologies to neural interfaces. Nvidia has signed a licensing agreement with startup Groq. Read about these and other topics in our review of key events as of the morning of December 26.

Morning headlines: metals rally, Nvidia deal, and Japan's race for chips 


Artificial intelligence (AI)