Amazon.com, Inc.

The bank made up a whole basket of papers as early as 2025

Which stocks will benefit from duty elimination: Wells Fargo's picks ahead of the Supreme Court decision

US President Donald Trump has said he will introduce a global duty of 10% in addition to the levies that are already in place now. Trump <a href="https://www.youtube.com/watch?v=Hr4ql_ejTns">said</a> this at a press conference after the Supreme Court decision, which <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">recognized the</a> "retaliatory" duties imposed last spring as illegal.

Trump promised to impose a 10% global duty after Supreme Court ruling

Apple Inc.

Tesla, Inc.

The U.S. and Taiwan have struck a sweeping trade deal with duty reductions and multi-billion dollar purchases of U.S. goods amid disputes over shifting semiconductor supply chains. In China, Xiaomi surpassed Tesla in sales for the first time. Apple shares suffered the second biggest collapse in its history after the publication of the delay of Siri update. About these and other topics - in our review of key events for the morning of February 13.

CBRE Group, Inc.

The iPhone was the only smartphone lineup to show sales growth in China in January. Shares of Chinese AI companies rose sharply after the releases of new models. These and other topics - in our review of key events by the morning of February 12.

Highlights for the morning: iPhone sales surge, xAI reorganization, China's AI companies on the rise

Alphabet Inc.

Microsoft Corporation

Taiwan Semiconductor Manufacturing Company Limited

Donald Trump's administration plans to exempt major IT companies, including Alphabet and Microsoft, from future duties on chip imports. Amazon is preparing to launch a marketplace with content for AI developers. About these and other topics - in our review of key events by the morning of February 10.

Highlights for this morning: Amazon prepares AI marketplace, SoftBank shares soar 10%

Palantir Technologies Inc.

The Walt Disney 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: news will support buyers

The United States and India have reached a deal on duties and will immediately begin reciprocal rate cuts, President Donald Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116002095109616255">said</a> on Monday. "We have agreed to a trade agreement between the United States and India under which the United States will reduce duties from 25% to 18%. India, for its part, will begin reducing duties and non-tariff barriers against the United States to ZERO," Trump <a href="https://truthsocial.com/@realDonaldTrump/posts/116002095109616255">wrote</a>.

US and India reach trade agreement: White House will cut duties to 18%

In a year into his second term, US President Donald Trump has forced new trade deals on many of Washington's allies. After he declared the first trade war last April, investors <a href="https://www.marketwatch.com/story/u-s-stocks-poised-for-biggest-two-day-wipeout-in-history-as-marketloses-9-6-trillion-since-inauguration-day-430919f6">lost</a> about $6.6 trillion in the U.S. stock market in two days. When he backtracked in negotiations, indexes <a href="https://www.reuters.com/markets/us/stocks-rally-trump-tariff-pause-after-market-rout-2025-04-09/">soared</a>, with the S&amp;P 500 up 7% and the Nasdaq <a href="https://www.reuters.com/markets/us/stocks-rally-trump-tariff-pause-after-market-rout-2025-04-09/">up</a> more than 9%. For investors, Trump's negotiating strategy has become a significant market risk factor.

Donald Trump's trade wars: how the US president's negotiating strategy has become a market risk factor for investors

Humana Inc.

CVS Health Corporation

UnitedHealth Group Incorporated

ProPetro Holding Corp.

Nucor Corporation

Triumph Financial, Inc.

FirstSun Capital Bancorp

CoreWeave, Inc.

USA Rare Earth, Inc.

Sarepta Therapeutics, Inc.

SkyWater Technology, Inc.

Booz Allen Hamilton Holding Corporation

The Trade Desk, Inc.

Micron Technology, Inc.

Morning in New York: trading will take place in a turbulent zone

US President Donald Trump has announced an increase in US duties on a number of goods from South Korea to 25%. This will affect, for example, cars and pharmaceutical products. Trump expressed displeasure that South Korean lawmakers never approved his "grand bargain" with the country's president made last summer.

Trump increased duties on goods from South Korea to 25%

Airbus SE

The Boeing Company

Airbus warns of a sharp rise in geopolitical risks at the start of 2026 and urges employees to prepare for an "unprecedented number of crises" period. Company executives point to a deteriorating external environment, trade conflicts and the need to be prepared for changing conditions. Analysts say the risks for Airbus are higher than for its U.S. rival Boeing, but remain positive on the European aircraft maker's shares.

Tariffs