NVIDIA Corporation

Baker Hughes Company

Merck & Co., Inc.

Revolution Medicines, Inc.

Delta Air Lines, Inc.

Booz Allen Hamilton Holding Corporation

CSX Corporation

Alcoa Corporation

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

Morning in New York: the situation is not favorable to excessive risk taking

Rheinmetall AG

OHB SE

Gold surpassed $5,000 an ounce amid fears of a debt crisis, inflation and a weakening dollar, reflecting investors' flight to safe-haven assets. The U.S. is increasing pressure on allies, forcing Canada to abandon the idea of free trade with China and threatening new tariffs. On these and other topics - in our review of key events for the morning of January 26.

The main thing for the morning: gold exceeded $5000, Germany will create an analog of Starlink

President Donald Trump has threatened to impose 100 percent duties on all of Canada's exports to the U.S. if it enters into a trade agreement with China. In a Truth Social post, Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/115950424403894234">called</a> Canadian Prime Minister Mark Carney a "governor" and said he was "very wrong" to open the country to Chinese business.

Trump threatened Canada with 100% duties in case of trade deal with China

Taiwan Semiconductor Manufacturing Company Limited

Intel Corporation

Leading Chinese companies - Alibaba and ByteDance - are training their artificial intelligence models abroad to gain access to Nvidia chips, Financial Times sources claim. One of China's largest developers, Vanke, has requested a delay in payments, causing its bonds to collapse and alarm across the sector. On these and other topics - in our review of key events by the morning of November 27.

Highlights for the morning: Canada's duties, Intel and TSMC squabble, China finds its way to Nvidia chips

Alphabet Inc.

US President Donald Trump has escalated relations with Canada, halting trade talks in the wake of the Ronald Reagan "fake" voiceover ad scandal. Intel reported revenue and profit growth with multi-billion dollar US support and investment from Nvidia, while OpenAI continues to expand with the purchase of Mac AI developer Sky. These and other topics are covered in our review of key events for the morning of October 24.

High Tide Inc.

Zacks Small-Cap Research has <a href="https://scr.zacks.com/news/news-details/2025/HITI-Initiating-Coverage-of-a-High-Growth-Specialty-Retailer-Focused-on-Cannabis-with-Sustainable-Competitive-Advantages-/default.aspx">initiated coverage</a> of High Tide, a Canadian cannabis retailer listed in the U.S. It sees "plenty of growth levers" – from expanding the domestic retail network to making international acquisitions – and has assigned a target price that implies more than 80% upside.

Zacks initiates coverage of cannabis retailer High Tide with TP implying 80% upside 

Tesla, Inc.

Levi Strauss & Co.

What to expect for investors in the U.S. stock market on July 11

Morning in New York: trade threats provoke correction

Tilray Brands, Inc.

The marijuana investment boom in the stock market has come to an end, <a href="https://www.bloomberg.com/news/articles/2025-06-09/pot-stock-euphoria-vanishes-as-us-legalization-remains-elusive?sref=Y0jVLcFo">writes</a> Bloomberg. Interest in what appeared to be a promising industry is fading following hopes for federal legalization of cannabis in the United States. Investors still waiting for profits are missing opportunities to make money on other assets, analysts say;

Bloomberg: The cannabis investment boom is over. What should investors expect?

Shares of Well Health Technologies, which owns outpatient health clinics in Canada and develops healthcare IT platforms, rose nearly 4% on the Toronto Stock Exchange today, Thursday, August 15. The company <a href="https://news-releases.well.company/news-releases/well-health-reports-record-results-for-q2-2024-driven-by-an-acceleration-in-organic-growth-and-raises-annual-guidance/">reported</a> record revenue and profit for the second quarter and raised its annual guidance.