Shell plc

BP p.l.c.

TUI AG

The Stoxx Europe 600 lost more than 2% at the opening of trading

Iran war pushes EU stocks to biggest two-day drop since April

Disruptions in shipping traffic through the Strait of Hormuz and the cessation of LNG production in Qatar due to Iranian shelling threaten a repeat of the 2022 energy shock, Bloomberg writes

European gas prices jump 50%: QatarEnergy halts LNG production

A key concern for U.S. assets is the risk associated with a weaker dollar against the euro, the investment bank said

UBS dropped its recommendation to buy U.S. stocks. What worries the bank?

NVIDIA Corporation

Coinbase Global, Inc.

ASML Holding N.V.

Amazon.com, Inc.

Nu Holdings Ltd.

Celestica Inc.

Super Micro Computer, Inc.

Taiwan Semiconductor Manufacturing Company Limited

Vale S.A.

Adani Enterprises Limited

Palantir Technologies Inc.

Petroleo Brasileiro S.A. - Petrobras

Novo Nordisk A/S

Rio Tinto Group

Rheinmetall AG

Reliance Industries Limited

Constellium SE

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

71% of asset management firms plan to <a href="https://www.grantthornton.com/insights/articles/asset-management/2025/ai-is-transforming-asset-management">incorporate</a> generative AI into their operations, according to data from a survey of 500 senior investment industry executives in key global markets conducted by Grant Thornton in partnership with ThoughtLab. Two-thirds say the payoff in AI is still modest, and 12% see no return or negative results. I don't have access to the same resources and infrastructure as BlackRock, for example, or another large money manager. But if the majority is going to implement generative AI, it is logical to ask whether it can already fulfill a basic investment objective at the retail investor level today.

I gave three AI chatbots €500 to invest. Here's what they did with my money

BAE Systems plc

Volkswagen AG

Siemens Limited

Amid capital outflows from the US, the bank is building up positions in Europe, Japan and emerging markets

JPMorgan booked gains on defense stocks and named new favorites

SAP SE

UniCredit S.p.A.

Siemens Aktiengesellschaft

TotalEnergies SE

Headlines about global stock markets today are now mostly shaped around a small group of US tech giants, which often makes Europe look fragmented, cyclical and slow to innovate. This view does not reflect the whole picture, says Francesco Bergamini, head of Freedom24 Italy.

Europe's Magnificent Seven: Which Old World companies are challenging the US tech giants

Raiffeisen Bank International AG

Strabag SE

Raiffeisenbank, a Russian subsidiary of the Austrian RBI group, generates a significant share of its profits. But its Austrian owners cannot receive dividends from it because of Russian laws and courts. On January 30, the Austrian bank will publish preliminary results for 2025. What should investors know about the bank's business in Russia?

Raiffeisen Bank will report for 2025. How its business will be affected by the Russian subsidiary

Meta Platforms, Inc.

Alphabet Inc.

Meta is preparing to launch paid subscriptions on Instagram, Facebook and WhatsApp with exclusive features and advanced AI capabilities. Google agreed to pay $68 million to settle a lawsuit for illegally recording conversations through its voice assistant. About these and other topics - in our review of key events for the morning of January 27.

Highlights for the morning: India-EU 'deal of the decade', Meta launches paid subscriptions

CACI International Inc

Kinder Morgan, Inc.

Knight-Swift Transportation Holdings Inc.

Progress Software Corporation

Teledyne Technologies Incorporated

Nathan's Famous, Inc.

Smithfield Foods, Inc.

Halliburton Company

Berkshire Hathaway Inc.

The Kraft Heinz Company

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: macro statistics in focus

At the same time, speaking at Davos, the US President demanded the immediate start of negotiations on the "acquisition" of Greenland by the US

Trump pledges not to use military force to take over Greenland U.S. stocks rise

Netflix, Inc.

Warner Bros. Discovery, Inc.

United Airlines Holdings, Inc.

Interactive Brokers Group, Inc.

Zions Bancorporation, National Association

3M Company

Kenvue Inc.

Kimberly-Clark Corporation

FASTENAL CO. R

New York morning: Trump's rhetoric will set the tone for trading

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