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.

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

Microsoft Corporation

Amazon.com, Inc.

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

Cameco 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

BP p.l.c.

BP Castrol K.K.

BP plans to use the money to reduce debt and pay dividends

The biggest sale of a business will bring BP $6 billion. Will it help the company's stock?

Entergy Corporation

Lattice Semiconductor Corporation

Signet Jewelers Limited

Lincoln Electric Holdings, Inc.

They include a chipmaker, a nuclear-plant operator, a welding-equipment supplier, and a jewelry chain

Jefferies picks four cheap SMID-cap stocks likely to outperform next year

Sibanye Stillwater Limited

Lynas Rare Earths Limited

Range Resources Corporation

Active negotiations between the US and China, sanctions policy and the US shutdown determine the composition of the portfolio in November. Alexander Orlov, Managing Director of Arbat Capital, proposed a strategy that balances both investors' expectations and the results of specific companies.

Where to invest $10,000 in November: Between America and China

Cameco's capitalization is three times higher than that of Kazatomprom, the world uranium market leader

BofA raised its benchmark on shares of the West's largest uranium producer

WEC Energy Group, Inc.

Talen Energy Corporation

Alliant Energy Corporation

Edison International

Dominion Energy, Inc.

PG&E Corporation

NRG Energy, Inc.

Barclays has named three energy companies that the bank's analytical team is wary of ahead of the publication of their reports. These are U.S. energy suppliers WEC Energy, Alliant Energy and Talen Energy. Since the beginning of the year, their shares have risen in value by 22%, 15% and 98%, respectively. They are trading near all-time highs, thanks in part to rising energy demand from data centers. Of the three, WEC Energy is the first to report on Oct. 30, Talen Energy on Nov. 5 and Alliant Energy on Nov. 6.

US energy companies reporting: 3 issuers Barclays is wary of