Taiwan Semiconductor Manufacturing Company Limited

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

Apple Inc.

Alphabet Inc.

OpenAI "consciously made a decision not to become a custom vendor for Apple" back in the fall of 2025, a source close to the startup <a href="https://www.ft.com/content/8033b1bc-4ffe-47ed-baf0-5abea6a1322a">told the</a> Financial Times. Instead, the ChatGPT developer has decided to focus on building its own artificial intelligence-based device to reach beyond the ecosystems of major tech players, the publication writes. OpenAI did not respond to the FT's request for comment.

OpenAI has not partnered with Apple as it prepares its AI device - FT

Palantir Technologies Inc.

CrowdStrike Holdings, Inc.

Wedbush analyst Dan Ives, popular with retail investors and one of the most prominent tech optimists on Wall Street, has named his two key AI bets for 2026. They are Palantir, which develops big data analytics platforms and AI solutions, including for military customers, and CrowdStrike, which specializes in cybersecurity and infrastructure protection using artificial intelligence, <a href="https://www.tipranks.com/news/article/palantir-and-crowdstrike-daniel-ives-reveals-his-top-ai-stocks-for-2026">writes</a> TipRanks.

Wall Street's chief techno-optimist Dan Ives named two key AI stocks for 2026

Applied Materials, Inc.

ASML Holding N.V.

Lam Research Corporation

Capital expenditures by TSMC, the largest AI chip maker, for 2026 were notably higher than expected - suggesting the company expects continued strong demand for AI

TSMC's report boosted chipmakers' shares. What do investors expect from them?

Meta Platforms, Inc.

Microsoft Corporation

Amazon.com, Inc.

The online encyclopedia operator is shifting access to its AI training content from a free model to a commercial model in an attempt to offset rising infrastructure costs

Microsoft and Meta will pay for Wikipedia content. It is the main source of training AI models

Alibaba Group Holding Limited

China's largest online retailer Alibaba plans to link its flagship online shopping and travel services with its own AI assistant Qwen, taking the biggest step toward turning Qwen into a unified AI platform for users, Bloomberg writes. Alibaba's Qwen has previously been called the " <a href="https://www.gurufocus.com/news/3207043/alibabas-chatgpt-killer-ai-overhaul-signals-highstakes-play-for-mobile-domination">ChatGPT</a><a href="https://oninvest.com/article/ubijcu-chatgpt-ot-alibaba-za-pervuu-nedelu-skacali-10-mln-raz-kak-reagiruet-rynok">killer</a>." Last November - a week after its release - it was downloaded 10 million times.

Alibaba is turning its AI assistant into a "superapp". What will this do for businesses?

Several of the richest Americans, including Bill Gates and Jeff Bezos, have invested in Greenland after Donald Trump expressed interest in it back in his first term as president, Forbes <a href="https://www.forbes.com/sites/martinadilicosa/2026/01/09/these-billionaires-bet-big-on-greenland-after-trump-took-interest/">writes</a>. Here's who the billionaires have invested in the island's economy:

Island of Hope: How the richest US billionaires are investing in Greenland

Wayfair Inc.

Fundstrat strategist names sectors that "gain" and lose on Washington's policies

"White House picks winners and losers in the marketplace": who benefits from Trump's decisions?

Planet Labs PBC

Shares of mid-cap satellite data provider <a href="https://finance.yahoo.com/quote/PL/">Planet Labs</a> climbed&nbsp;almost 6% on Wednesday, January 14, reaching a new all-time high. Over the past two days, three Wall Street analysts have <a href="https://www.marketwatch.com/investing/stock/pl/analystestimates?mod=mw_quote_tab">raised their target prices</a> for the stock, with the most bullish call implying upside of over 12% from current levels. Over the last 12 months, Planet Labs has surged more than 600%.

Space stock Planet Labs is up 600% in LTM, but Wall Street sees more upside

Compagnie Financiere Richemont SA

A sharp rise in Richemont quotations at the opening of trading in Zurich was quickly followed by a fall

Cartier owner beats holiday quarter sales forecast. Why did the stock fall?

BRC Group Holdings, Inc.

Mission Produce, Inc.

Calavo Growers, Inc.

H.B. Fuller Company

Nutrien Ltd.

SLB N.V.

Trip.com Group Limited

Bank of America Corporation

Wells Fargo & Company

Citigroup 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: quotations are driven by geopolitics

Revolut CEO Martin Gilbert said that he has a residence permit in Switzerland. Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/revolut-chairman-is-listed-as-swiss-resident-in-local-filings">writes</a> this with reference to documents disclosed in December in connection with the creation of a new division of the fintech company - Revolut Swiss NewCo SA.