J.B. Hunt Transport Services, Inc.

QXO, Inc.

Woodward, Inc.

Sylvamo Corporation

NVIDIA Corporation

Alphabet Inc.

Taiwan Semiconductor Manufacturing Company Limited

The Goldman Sachs Group, Inc.

Morgan Stanley

BlackRock, Inc.

ASML Holding N.V.

The Kroger Co.

Uber Technologies, Inc.

Novo Nordisk A/S

Eli Lilly and Company

Clearway Energy, Inc.

Ocular Therapeutix, Inc.

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: investors remain bullish

Gold is no longer an attractive asset to buy after its price rose 65% in the past year, said Mark Mobius, a prominent investor and managing director of the Mobius Emerging Opportunities Fund.

'I'm definitely not buying up': Mobius says gold is no longer attractive

Salesforce, Inc.

Adobe Inc.

Intuit Inc.

Software companies for 2025 and early 2026 have fallen significantly in price amid fears that AI will undermine their business models

"A bogeyman for software developers: analyst considers sell-off in software stocks excessive

How can strengthening the exchange rate of the national currency by non-market methods, for example, by limiting currency trading and increasing the Central Bank rate, lead to the emergence of a black currency market and then to political and economic problems? Analyst of Arbat Capital Advisory Services Limited (UK) Alexey Golubovich analyzed this on the example of countries with tight monetary policy and currency control.

Currency Trap: What lessons can be learned from the monetary policies of Iran and Venezuela

Shift4 Payments, Inc.

Fiserv, Inc.

Global Payments Inc.

Fidelity National Financial, Inc.

Toast, Inc.

Block, Inc.

PayPal Holdings, Inc.

Investor Michael Burry, who predicted the collapse of the mortgage market in 2008, has <a href="https://michaeljburry.substack.com/p/the-payments-giants-fee-fi-four-umm">released a review of the</a> fintech sector on his blog: he accuses the industry of using aggressive accounting methods to artificially inflate profits and mask business stagnation.

Burry warned of risks in the fintech sector. What stock is he holding and what is he watching out for?

iShares MSCI Emerging Markets ETF

SPDR S&P 500 ETF Trust

Franklin FTSE United Kingdom ETF

iShares MSCI ACWI ETF

The U.S. stock market has been put in second place by the bank

Goldman Sachs has named the best investment destination. And it's not the United States

Coinbase Global, Inc.

Mitsubishi Corporation

Coinbase shares collapsed after the company refused to support a key crypto-regulatory bill, forcing the U.S. Senate to postpone its consideration. Mitsubishi announced the purchase of shale gas assets in the U.S. for $7.5 billion, betting on growing demand from data centers, industrial and LNG. On these and other topics - in our review of key events for the morning of January 16.

Main by morning: Coinbase falls, Mitsubishi goes into shale, US mortgages get cheaper

Over the last month, the yuan exchange rate showed the best dynamics among Asian currencies

Chinese bank customers converted a record amount of foreign currency into yuan

Dell Technologies Inc.

Data center AI server builder Dell Technologies has emerged as a key beneficiary of the new AI boom cycle, Barron's <a href="https://www.barrons.com/articles/dell-stock-analysts-ai-upside-buy-7fac5550">writes</a>. Investment banks Barclays and Goldman Sachs this week recommended buying the company's shares, expecting them to rise in 2026, after the securities "underperformed" the Nasdaq Composite last week: they rose 9.2%, while the index added 20%.

Barclays and Goldman expect Dell shares to rise. Why has the AI server builder become a favorite?

U.S. stocks rose on Thursday thanks to a rally among chipmakers and in the banking sector. Indices returned to growth after two sessions of decline, <a href="https://www.cnbc.com/2026/01/14/stock-market-today-live-updates.html">writes </a>CNBC. Additional support for the market was provided by the decline in oil prices: Mark Brent and WTI fell in price by more than 4%. In addition, economic data showed the stability of the labor market.

U.S. indices returned to growth thanks to a rally by chipmakers and banks 

Delta Air Lines, Inc.

United Airlines Holdings, Inc.

Thanks to best-selling obesity drugs like Ozempic and Wegovy from Novo Nordisk or Zepbound from Eli Lilly, U.S. airlines could save millions of dollars on jet fuel, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/weight-loss-drugs-hold-promise-of-big-savings-for-us-airlines">reports</a>. Previously, for the sake of reducing the weight of airplanes, carriers excluded olives from salads, refused magazines and replaced the seats with ultra-thin. Now it is possible to achieve this without compromising on the quality of service, the agency notes.

Jefferies names unexpected beneficiaries of the popularity of weight-loss drugs

The U.S. and Taiwan have concluded a long-discussed trade agreement, which provides for a reduction in duty rates on goods imported into the U.S. market from 20% to 15%, and for some products, such as generic drugs and airline components, the fee will be eliminated altogether, CNBC <a href="https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html">reports </a>. In addition, as part of the deal, Taiwanese technology companies will invest at least $250 billion in the United States - to expand production in the field of semiconductors, energy and artificial intelligence. Taiwan will provide another $250 billion in the form of loan guarantees for further financing, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/us-taiwan-clinch-deal-to-cut-tariffs-boost-chip-investment?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports </a>.

Taiwanese tech companies to invest $250 billion in U.S. in exchange for lower duties

Donald Trump