Netflix, Inc.

Warner Bros. Discovery, Inc.

Vanda Pharmaceuticals Inc.

Bentley Systems, Incorporated

Smurfit Westrock Plc

International Paper Company

Packaging Corporation of America

Alphabet Inc.

Amazon.com, Inc.

CoreWeave, Inc.

Blue Owl Capital Inc.

Celsius Holdings, Inc.

Comfort Systems USA, Inc.

Live Nation Entertainment, Inc.

AppLovin Corporation

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: tariff policy in the spotlight

US President Donald Trump has imposed temporary global duties of 15%, citing a "balance of payments crisis". The European Commission demanded that the US comply with the terms of last year's trade agreement, emphasizing that the new measures undermine market confidence. The value of bitcoin fell by 5% amid the new import fees. About these and other topics - in the review of key events for the morning of February 23.

Paramount Skydance Corporation

After the Warner Bros. board of directors rejected Paramount twice in the past three months in favor of the Netflix deal

Warner Bros. has given Paramount a week to make a "best and final" takeover offer

Tesla, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

Investment company Ancora Holdings has acquired a stake in Warner Bros. Discovery and said it intends to oppose the sale of studios and streaming assets to Netflix, Reuters<a href="https://www.reuters.com/legal/transactional/ancora-capital-builds-stake-warner-bros-plans-oppose-netflix-deal-2026-02-11/"> writes</a>. The activist investment company considers Paramount Skydance's offer more favorable and less risky from the point of view of regulators.

Warner Bros. has an activist investor. Does this threaten the Netflix deal?

Renault SA

Donald Trump said the Greenland deal with NATO was "framed" and rejected new duties against Europe. OpenAI has begun talks to raise up to $50 billion from Middle Eastern sovereign wealth funds. Elon Musk is accelerating SpaceX's IPO to fund space AI data centers and is thinking about returning to politics. The main events of January 19-23 are in our review.

Highlights of the week: Greenland deal, SpaceX IPO acceleration and $50 billion for OpenAI

Gold, silver and platinum hit all-time highs due to geopolitical risks and pressure on the US Federal Reserve. Tesla shares rose sharply after Elon Musk announced the launch of robotaxi rides in Austin without the use of a security checker. TikTok finalized the separation of its U.S. business from China's ByteDance. About these and other topics - in our review of key events by the morning of January 23.

Highlights for this morning: TikTok in the US has split from ByteDance, gold price nears $5000

Wall Street considers Netflix's advertising business in particular to be undervalued

'Temporary weakness': analysts advised to buy Netflix stock on the downturn

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

Spot gold prices are up more than $100 in a day, with platinum also at an all-time high. Bitcoin fell in price, letting go below the $90,000 mark. OpenAI started testing advertising in ChatGPT, abandoning the purely subscription model. About these and other topics - in our review of key events for the morning of January 21.

Highlights for the morning: gold hits record, bitcoin below $90,000, OpenAI launches ads

Streaming service wants to increase spending on movies and TV series by 10% in 2026

Netflix disappoints investors: spending on content will rise, no share buyback

Intel Corporation

Johnson & Johnson

The shortened trading week - on January 19, stock exchanges in the U.S. will not open due to Martin Luther King Day - begins with the World Economic Forum (WEF) in Davos, Switzerland, where <a href="https://www.barrons.com/articles/netflix-united-airlines-ge-aerospace-intel-cpe-cf2b31d3?mod=hp_latestnews#:~:text=where%20at%20least%2060%20heads%20of%20state%20are%20expected">dozens of</a> heads of state will gather. President Trump is expected to speak at the WEF on Wednesday, January 21, Yahoo Finance <a href="https://finance.yahoo.com/news/trump-in-davos-netflix-and-intel-results-on-deck-as-earnings-season-ramps-what-to-watch-this-week-123046447.html#:~:text=The%20first%20is%20President%20Trump%27s%20speech%20at%20the%20World%20Economic%20Forum%20in%20Davos%2C%20Switzerland%2C%20which%20is%20expected%20to%20take%20place%20on%20Wednesday%20morning%20ET.">reported</a>.