Microsoft Corporation

Microsoft's capex in the quarter was up 66% year-on-year

Microsoft increased spending on AI hardware to a new record. The stock fell

Tesla, Inc.

In addition to the results, Tesla named a production timeline for Optimus robots and announced an investment in xAI

Tesla's annual revenue fell for the first time in 2025. What made investors happy in the report?

Palantir Technologies Inc.

A portion of Palantir's customers are reconsidering long-term involvement in the company's ecosystem, says RBC

RBC warns of Palantir's problems, expects shares to fall 70%. Is it worth selling?

JPMorgan Chase & Co.

The Goldman Sachs Group, Inc.

Bank of America Corporation

Two FOMC members favored a quarter percentage point rate cut

The Fed left the rate unchanged. What to expect next?

Starbucks Corporation

Starbucks, the world's largest coffee chain, reported sales growth in the U.S. market for the first time in two years. The quarterly results showed that the strategy of the new management to bring visitors back to Starbucks is bearing fruit, despite the pressure of increased profit costs. Shares of the coffee chain rose 9.5% after the report was released. However, Wall Street analysts are divided on whether to buy them.

Coffee drinkers return to Starbucks: chain's US sales up for first time in two years

Intel Corporation

Intel CFO David Zinsner bought a stake in the company amid a sharp decline in quotes after the publication of <a href="https://oninvest.com/article/intel-dal-slabyj-prognoz-na-kvartal-iz-za-problem-s-proizvodstvom-akcii-upali-na-12">reports</a>, betting on the temporary nature of the fall, <a href="https://www.marketwatch.com/story/this-intel-executive-bought-the-dip-as-the-stock-sank-on-earnings-disappointment-d5f63105?mod=home_lead">writes</a> MarketWatch, citing <a href="https://www.intc.com/filings-reports/all-sec-filings/content/0000050863-26-000032/0000050863-26-000032.pdf">documents</a> filed with the U.S. Securities and Exchange Commission.

Intel insider bought shares for the first time since 2024. Should we follow his lead?

Deutsche Bank Aktiengesellschaft

Deutsche Bank shares in Frankfurt fell nearly 4% on the back of the news

Deutsche Bank was searched. Bloomberg linked them to Abramovich

AT&T Inc.

AT&amp;T, the third-largest wireless carrier in the United States <a href="https://investors.att.com/~/media/Files/A/ATT-IR-V2/financial-reports/quarterly-earnings/2025/4Q-2025/4Q25_ATT_Earnings_Slides.pdf">, reported</a> fourth-quarter earnings and revenue above analysts' expectations. According to the company, this was driven by the best broadband subscriber growth in a decade, as well as strong demand for fiber and mobile services as part of its bundled offerings strategy.

AT&amp;T posted its best subscriber growth in a decade. Profit beats expectations

Samsung Electronics Co., Ltd.

SK hynix Inc.

Hyundai Motor Company

The South Korean market rally was driven by the success of tech giants and the global AI boom

South Korea's stock market has overtaken Germany in value. It added $1.7 trillion over the year

Alibaba Group Holding Limited

NVIDIA Corporation

Tencent Holdings Limited

Beijing has allowed shipments of the latest chips from US company Nvidia to Chinese customers for the first time since an initial ban. According to Reuters <a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">sources</a>, Beijing has for the first time approved major imports of Nvidia H200 chips for ByteDance, Alibaba and Tencent, allowing the country's top IT giants to purchase more than 400,000 semiconductors. Another<a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"> source</a> said the approvals come with restrictions, with one of the conditions being a requirement to purchase a certain proportion of domestic chips in conjunction with the H200.

Beijing has granted permission for Chinese companies to buy Nvidia's latest H200 chips

Weakening dollar and supply disruptions boost oil market rally

Oil nears strongest month in 2.5 years

ASML Holding N.V.

The main U.S. stock index S&amp;P 500 rose to a new record at the beginning of trading on January 28 and reached 7000 points amid expectations of the Fed's decision on interest rates and the publication of reports of major technology companies.