Apple Inc.

Alphabet 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

Meta Platforms, Inc.

NVIDIA Corporation

Microsoft 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.

The Minsky moment and the AI market: what's being overlooked in the bubble debate

Lumentum Holdings Inc.

Broadcom Inc.

Mizuho Securities analyst Vijay Rakesh presented a list of top favorites in the semiconductor sector for 2026. The list includes Nvidia, Broadcom and Lumentum Holdings, a company that supplies optical solutions for data centers, which is little known to a wide range of investors, MarketWatch <a href="https://www.marketwatch.com/story/this-quietly-dominant-stock-plus-nvidia-and-broadcom-are-mizuhos-top-chip-picks-4b3181cd">writes</a>. Lumentum's shares have quadrupled over the past year, outperforming both Nvidia and Broadcom.

Mizuho has named 3 stocks to invest in AI infrastructure. Among them is a little-known

Vistra Corp.

Oklo Inc.

Facebook's parent company has agreed with three suppliers to purchase electricity

Meta is set to become the largest consumer of nuclear power in the U.S. Shares of suppliers soared

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

The founder of Bridgewater Associates believes that 2025 will be remembered not for the rise in stocks, but for the decline in the purchasing power of the dollar and the exodus of investors from U.S. assets

The Illusion of Return: Ray Dalio on why 2025 is the year of gold, not U.S. stocks

Elon Musk's AI startup xAI has grown revenue but is recording billion-dollar losses. Chinese company MiniMax soared after its IPO in Hong Kong, becoming a test of investor interest in AI software. Rising copper prices prompted Glencore and Rio Tinto to resume mega-merger talks. About these and other topics - in the review of key events by the morning of January 9.

Highlights for the morning: xAI losses, Glencore and Rio Tinto mega deal and MiniMax IPO

Over the past 12 months, Gemini's market share has grown from less than 6% to more than 20%, while ChatGPT's share has fallen from about 85% to less than 65%, Barrons writes

Cantor Fitzgerald upgraded its rating on Alphabet stock. Will Gemini beat ChatGPT?

The legendary investor tells how he insures his portfolio against falling prices and what he expects from the US market and other countries

"While the market is in a fog, you need to have a cache of cash": how is Mark Mobius investing now? 

US and EU investment banks believe in the growth of artificial intelligence, energy and defense sectors

Artificial intelligence (AI)