Roblox Corporation

Take-Two Interactive Software, Inc.

Alphabet Inc.

Securities of game companies fell sharply on Friday, January 30, after Google <a href="https://blog.google/innovation-and-ai/models-and-research/google-deepmind/project-genie/">presented a</a> model of artificial intelligence, capable of creating interactive digital worlds by text queries. Thus, the shares of Take-Two Interactive, the developer of Grand Theft Auto, fell by about 12%, the game platform Roblox - by 14%, and the securities of the developer of the game engine Unity Software fell in the moment by 28%.

Google has launched an AI that creates digital worlds. Shares of video game developers collapsed

SoftBank Corp.

Amazon.com, Inc.

OpenAI expects to raise more than $100 billion during its preliminary funding round, which could lead to a potential valuation of $830 billion for the company, the WSJ writes

Developer ChatGPT is rushing to IPO in 2026 ahead of Antrophic. Why would he do that?

Meta Platforms, Inc.

The 2026 FIFA World Cup could be a major source of revenue for ticket resellers, travel services and a number of technology companies from the so-called Magnificent Seven. However, these valuations depend on fans being able to travel freely and the tournament being able to take place without political and regulatory crises, Barron's <a href="https://www.barrons.com/articles/world-cup-soccer-stock-winners-stubhub-d9b24f47?mod=RTA">writes</a>.

J.P. Morgan named the companies that will benefit from the World Cup-2026. What are the risks for investors?

Apple Inc.

NVIDIA Corporation

The $2.2 trillion fund reduced its investments in U.S. companies, including Nvidia and Microsoft

The world's largest sovereign fund has cut stakes in U.S. bigtechs

ASML Holding N.V.

Lasertec Corporation

Tokyo Electron Limited

ASML order book dynamics - one of the key indicators of demand for AI technologies 

ASML surprised the market with record order volume. Shares hit a new high

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

The beginning of the reporting season can give a positive impetus to the securities of US bigtechs, says Nationwide strategist 

Mag7 shares have been lagging the market for months now. Is it time to buy them?

Apple plans to radically update its Siri voice assistant this year, turning it into a full-fledged chatbot based on artificial intelligence, Bloomberg sources <a href="https://www.bloomberg.com/news/articles/2026-01-21/ios-27-apple-to-revamp-siri-as-built-in-iphone-mac-chatbot-to-fend-off-openai">claim</a>. According to them, the chatbot, codenamed Campos, will be deeply integrated into the iPhone, iPad and Mac operating systems and will replace the current Siri interface.

Apple will turn Siri assistant into a chatbot to fight OpenAI - Bloomberg

Advertising could be a new revenue driver for OpenAI, according to analyst Mark Mahaney

OpenAI will hit $25 billion in ad revenue by 2030s - analyst. Is this a threat to Google?

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

The company plans to move a key phase of the launch of its upper-end Pixel models to Vietnam, reducing its reliance on Chinese supply chains

Google to move premium smartphone development outside China - media outlet

Heritage Global Inc.

Revvity, Inc.

PAR Technology Corporation

Option Care Health, Inc.

Ormat Technologies, Inc.

Travere Therapeutics, Inc.

Duolingo, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.