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

In 2025, emerging market stocks confidently<a href="https://www.marketwatch.com/story/how-emerging-markets-stocks-can-keep-trouncing-the-s-p-500-3717fc49"> outperformed</a> US stocks, which was one of the main surprises of the outgoing year. By December 29, the gap in growth dynamics between the MSCI Emerging Markets (judging by <a href="https://finance.yahoo.com/quote/EEM/">the</a> largest <a href="https://finance.yahoo.com/quote/EEM/">ETF</a> following it) and the S&amp;P 500 exceeded 12 percentage points. This is like a "stretched rubber band," says Arjun Jayaraman of Causeway Capital Management: US stocks have significantly outperformed emerging markets for a long time. And now a correction has occurred.

Investor geography: which countries to look to for promising ideas in 2026 

Oracle Corporation

TikTok has launched a process to separate from ByteDance through a deal with Oracle and U.S. investors, seeking to remove political and regulatory risks in the United States. The Bank of Japan raised its key rate to a 30-year high amid the country's high inflation and record government debt. These and other topics - in our review of key events for the morning of December 19.

The main thing for the morning: the fate of TikTok in the U.S., a record rate in Japan and €90 billion for Ukraine

Amazon.com, Inc.

Microsoft Corporation

Microsoft announced a record investment of $17.5 billion in India's cloud and AI infrastructure, and Amazon announced investments of over $35 billion in digitalization, exports and job creation in the country. These and other topics are covered in our review of key events for the morning of December 10.

Top story by morning: India has raised billions, US-Indonesia deal in jeopardy

Baidu, Inc.

China is experiencing an explosive growth of interest in AI chipmakers - after a historic 500% surge in Moore Threads' "Chinese Nvidia" shares, Baidu is preparing Kunlunxin for an IPO in Hong Kong with a valuation of almost $3 billion, intensifying the race for technological autonomy against the backdrop of U.S. export restrictions. U.S. Treasury debt surpassed $30 trillion for the first time. These and other topics are covered in our review of key events for the morning of December 5.

Morning highlights: China's Nvidia rally, India cuts rate, US drowning in debt

With India's GDP growth forecast at 6-7% and corporate profits growing at double-digit rates, the idea of moving into Indian equities looks compelling, the bank said 

JPMorgan Chase urged to shift from Chinese stocks to Indian stocks

A Goldman Sachs strategist who accurately predicted Wall Street's weak performance this year expects U.S. stocks to underperform global markets into the next decade, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-12/goldman-strategists-see-us-stocks-lagging-all-peers-next-decade">writes.</a>

Goldman expects the S&amp;P 500 to lose its leadership 10 years down the road. Where should investors go?

Tesla, Inc.

International Business Machines Corporation

Netflix, Inc.

AT&T Inc.

SAP SE

General Motors Company

RTX Corporation

The Coca-Cola 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: S&amp;P 500 aims for a new high

Asian indices rose in anticipation of political changes in Japan and in hope for the recovery of the Chinese economy, while in Europe the mood worsened after the unexpected downgrade of France's rating by S&amp;P. These and other topics are covered in our review of key events for the morning of October 20.

Oil rose after Trump's words on India's plans to stop buying Russian oil

Samsung Electronics Co., Ltd.

Salesforce, Inc.

Samsung shares reached an all-time high amid growing investor optimism about the semiconductor industry. Salesforce quotes rose after the publication of ambitious revenue targets of over $60 billion by 2030 and the announcement of new AI products. On these and other topics - in our review of key events for the morning of October 16.

Main by morning: Samsung breaks record, Trump softens geopolitics

NVIDIA Corporation

EchoStar Corporation

Okta, Inc.

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