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

Pinterest, Inc.

Cutting hundreds of employees will allow Pinterest to increase funding for AI development

Pinterest decided to cut up to 15% of its staff due to its focus on AI. What happened to its stock?

Meta Platforms, Inc.

Despite concerns around large-scale investment in AI, analysts see significant potential in Meta's securities due to its advertising model and new products

Rothschild analyst expects Meta shares to rise 34%. Are they undervalued?

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

Microsoft Corporation

Amazon.com, Inc.

Tesla, Inc.

Apple Inc.

The market is gripped by anxiety ahead of reports from major tech companies, according to Evercore ISI strategist Julian Emanuel. Why does he think this is good news and which stocks does he suggest adding to a portfolio?

'Not today': analyst saw reason for optimism in market anxiety over bigtechs 

Wall Street is gearing up for the most eventful week of the first quarter: The U.S. Federal Reserve will hold an interest rate meeting, and a <a href="https://www.barrons.com/articles/stock-futures-sunday-trading-fed-shutdown-7db0cea7?mod=RTA#:~:text=about%20a%20fifth%20of%20S%26P%20500%20companies%20will%20report">fifth</a> of the companies in the S&amp;P 500 index will report earnings, including four issuers from the "Magnificent Seven": Microsoft, Meta Platforms, Tesla and Apple, Yahoo Finance <a href="https://finance.yahoo.com/news/big-tech-earnings-fed-meeting-feature-as-markets-end-january-with-busiest-week-of-q1-what-to-watch-125211822.html">writes</a>.

Bigtech reporting and the Fed meeting: what investors need to know this week

Meta will unveil a new AI model in the first quarter of 2026: this could push the stock higher

Jefferies called Meta stock a better idea after an 18% decline. Why should you buy them?

NVIDIA Corporation

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?

Highlights for this morning: OpenAI seeks $50 billion, Blue Origin challenges Starlink

The online encyclopedia operator is shifting access to its AI training content from a free model to a commercial model in an attempt to offset rising infrastructure costs

Microsoft and Meta will pay for Wikipedia content. It is the main source of training AI models

The cuts may be related to Meta's refocusing from virtual reality to artificial intelligence

Meta to lay off hundreds of employees in meta-universe direction - media

Facebook owner Meta Platforms <a href="https://about.fb.com/news/2026/01/dina-powell-mccormick-joins-meta-as-president-and-vice-chairman/">has appointed </a>former U.S. President Donald Trump advisor Dina Powell McCormick to the position of president and vice chairman of the board of directors. Meta has created this position specifically for Powell McCormick, where she will focus on working with governments and investors on artificial intelligence, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-12/meta-taps-former-trump-advisor-for-new-role-driving-ai-buildout?sref=Y0jVLcFo">explains </a>.