This may be the first known case where a US investor has decided to "formalize" a new business project with a major Russian company in recent years, the NYT writes

Trump-linked investor to produce gas in Alaska with Russia's Novatek

Walmart Inc.

Carvana Co.

Figma

eBay Inc.

Etsy, Inc.

DoorDash, Inc.

Avis Budget Group, Inc.

NVIDIA Corporation

Amazon.com, Inc.

Global Payments Inc.

Madison Square Garden Sports Corp.

Moody's Corporation

Garmin Ltd.

Moderna, 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 will focus on corporate news

Cisco Systems, Inc.

AppLovin Corporation

Equinix, Inc.

Rollins, Inc.

AST SpaceMobile, Inc.

Cognex Corporation

T-Mobile US, Inc.

Vertiv Holdings Co

Generac Holdings Inc.

Solstice Advanced Materials, Inc.

Morning in New York: investors in search of new benchmarks

NextEra Energy, Inc.

Talen Energy Corporation

Vistra Corp.

Constellation Energy Corporation

PWR Holdings Limited

GE Vernova Inc.

National Atomic Company Kazatomprom JSC

Cameco Corporation

In the U.S., power <a href="https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/012926-data-center-opposition-gains-momentum-as-power-demand-spikes">consumption by </a>data centers will grow to 82.3 gigawatts this year, which is needed to power IT equipment, cooling systems, lighting, etc. This is a 28% increase over 2025 and double the level <a href="https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/012926-data-center-opposition-gains-momentum-as-power-demand-spikes">of </a>three years ago. That's a 28% increase from 2025 and more than double the level of three years ago. This is the latest data from S&amp;P Global Market Intelligence 451 Research.

Rally of nuclear power companies: which stocks to choose for investors

Microsoft Corporation

Countries seeking leadership in artificial intelligence should focus on affordable energy. This was <a href="https://www.weforum.org/meetings/world-economic-forum-annual-meeting-2026/sessions/conversation-with-satya-nadella-ceo-of-microsoft/">stated by</a> Microsoft CEO Satya Nadella during a speech at the World Economic Forum in Davos, as <a href="https://www.cnbc.com/2026/01/20/microsoft-nadella-ai-race-energy-tokens.html">quoted</a> by CNBC.

Energy will determine the winner in the AI race: highlights from Microsoft CEO's Davos speech

Taiwan Semiconductor Manufacturing Company Limited

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.

Morning in New York: quotations are driven by geopolitics

Alphabet Inc.

Large technology companies are building energy expertise amid rising data center power consumption

Will bigtechs turn into infrastructuralists? AI boom pushes them to hire energy workers

Orsted A/S

Curtailing the almost-completed Revolution Wind wind farm project offshore the US would have resulted in more than $3 billion in losses for Orsted

A court in the US has unblocked a key Orsted project. Shares in the Danish energy giant soared

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Aehr Test Systems, Inc.

The Walt Disney Company

Rio Tinto Group

Glencore plc

Costco Wholesale Corporation

Jefferies Financial Group Inc.

Constellation Brands, Inc.

Morning in New York: news contributes to volatility spike

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

Investment ideas for 2026: betting on intelligence and guns

The price of copper <a href="https://www.lme.com/Metals/Non-ferrous/LME-Copper#Intraday+data">has reached</a> $13,000 per ton for the first time, continuing last year's rapid rally. The price increase comes amid mine disruptions and trade disruptions that are heightening concerns about supplies of this key industrial metal to global markets, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-05/copper-surges-toward-record-on-tariff-concerns-and-risk-on-mood">writes</a>.

The price of copper has reached a record high of $13,000. What is driving the market upward?

Freeport-McMoRan Inc.

Ero Copper Corp.

Southern Copper Corporation

Anglo American 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

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