Taiwan Semiconductor Manufacturing Company Limited

Chevron Corporation

Exxon Mobil Corporation

ConocoPhillips

Aehr Test Systems, Inc.

The Walt Disney Company

Rio Tinto Group

Glencore plc

Costco Wholesale Corporation

Jefferies Financial Group Inc.

Constellation Brands, Inc.

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: news contributes to volatility spike

Sapporo Holdings Limited

KKR & Co. Inc.

Gold, silver and platinum are hitting all-time highs amid demand for safe-haven assets and expectations of rate cuts in the US. Washington postpones the introduction of duties on Chinese semiconductors until 2027. These and other topics - in our review of key events in the morning of December 24.

Highlights for the morning: precious metals records, U.S. duty pause against China, Motive IPOs

The bank advises to diversify portfolios and not to abandon gold

UBS names three catalysts for continued stock market growth in 2026

It's a sign that Donald Trump's administration is trying to stabilize relations with Beijing, according to Bloomberg

U.S. postpones imposing duties on Chinese chips until mid-2027

Copper prices, after four years of stagnation, began to rise in the last week and a half and reached record levels. Traditionally, demand for this metal, which is used in many items and sectors, from electrical wiring and batteries to construction, has been seen as an indication of the health of the global economy. Now it can also be used to judge the development of AI.

Copper was not an expensive metal. Because of AI and energy transition, it has become the "new gold"

Kia Corporation

Hyundai Motor Company

Samsung Electronics Co., Ltd.

SK hynix Inc.

The U.S. and Korea reached an agreement in principle to reduce duties back in July, but the process has since been delayed

The U.S. has promised to reduce duties on imports from Korea retroactively. Which stocks rose?

Cryptocurrencies slumped sharply - bitcoin fell below $86k amid lack of inflows into ETFs, pressure from major holders and concerns over USDT. Silver, on the contrary, hit an all-time high thanks to tight supplies, strong demand from India and rising tech consumption. These and other topics are covered in our review of key events for the morning of December 1.

Highlights for the morning: Trump picks Fed chief, cryptocurrencies collapse, new silver record

NVIDIA Corporation

Intel Corporation

Leading Chinese companies - Alibaba and ByteDance - are training their artificial intelligence models abroad to gain access to Nvidia chips, Financial Times sources claim. One of China's largest developers, Vanke, has requested a delay in payments, causing its bonds to collapse and alarm across the sector. On these and other topics - in our review of key events by the morning of November 27.

Highlights for the morning: Canada's duties, Intel and TSMC squabble, China finds its way to Nvidia chips

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

The U.S. and Switzerland have "effectively" reached a trade agreement to reduce duties on Swiss goods from 39% to 15%, U.S. Trade Representative Jameson Greer said, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-14/us-switzerland-essentially-reached-trade-deal-greer-says">writes</a>. In exchange, Switzerland pledged to invest $200 billion in the U.S. during Donald Trump's presidential term, including $70 billion next year, targeting industries such as pharmaceuticals and gold refining, Greer noted. Switzerland has also agreed to increase purchases of Boeing airplanes, he added.

U.S. to cut duties on Swiss goods to 15% in exchange for buying Boeing planes

Some members of the Supreme Court have signaled that they may be inclined to limit some of the trade measures

Tariffs