Ichor Holdings, Ltd.

ON Semiconductor Corporation

Upwork Inc.

Credo Technology Group Holding Ltd

Medpace Holdings, Inc.

The Goodyear Tire & Rubber Company

NVIDIA Corporation

Microsoft Corporation

Alphabet Inc.

Valaris Limited

Novo Nordisk A/S

STMicroelectronics N.V.

Workday, Inc.

Micron Technology, Inc.

monday.com Ltd.

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: Statistics and Fed rhetoric will set the tone for trading

Hims & Hers Health, Inc.

Nexstar Media Group, Inc.

TEGNA Inc.

The Kroger Co.

BILL Holdings, Inc.

Strategy Inc

Roivant Sciences Ltd.

Under Armour, Inc.

Microchip Technology Incorporated

IREN Limited

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.<br>

Morning in New York: positive momentum looking for a foothold

At the end of January, Microsoft and Meta synchronously reported their quarterly results. Both companies performed well, showing revenue and profit growth, but the market reacted in a radically opposite way: Meta's shares rose by about 10%, while Microsoft's securities, on the contrary, investors staged the largest sell-off since 2020, in which a record $357 billion of capitalization <a href="https://www.cnbc.com/2026/01/29/microsoft-market-cap-earnings.html">evaporated</a> at once. Since the release of the reports, its quotations have lost almost 14%.

At the center of the SaaS apocalypse: why did investors stage a sell-off in Microsoft 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?

Amazon.com, Inc.

Large technology companies are building energy expertise amid rising data center power consumption

Will bigtechs turn into infrastructuralists? AI boom pushes them to hire energy workers

Tesla, Inc.

Planet Labs PBC

Tennant Company

Serve Robotics Inc.

Richtech Robotics Inc.

Taiwan Semiconductor Manufacturing Company Limited

Leader Harmonious Drive Systems Co., Ltd.

There is one problem with new technologies - they are, in fact, new. Only those who can prove their maturity reach the stock exchange. Based on the results of the turbulent year 2025, I tried to find out which public companies may become beneficiaries of scientific and technological progress in 2026.

What technologies will drive markets in 2026: space, AI, robots and biotechs

From a proclamation by Palantir head Alex Karp to the story of the 1929 stock market crash and an exploration of AI's impact on everyday life, journalist and author Maxim Semeliak has selected five of the most notable books published in 2025.

Palantir chapter manifesto, a novel about a stock market crash, life with AI: the best books of 2025 

Broadcom Inc.

KLA Corporation

Among the top three stocks, according to the investment bank, are not only the market leaders, but also a lesser-known player

Jefferies named three investment ideas for 2026 in the semiconductor sector. Who is the favorite?

Samsung Electronics Co., Ltd.

Apple Inc.

Galaxy Z TriFold will hit the market ahead of the first foldable iPhone

Samsung has unveiled a smartphone that folds three times. Is it a challenge to Apple?

Robinhood Markets, Inc.

Rocket Lab Corporation

The founder of ARK Invest funds explains why innovation is the first to emerge from the recession and which technologies to bet on

Cathie Wood: the market is turning toward innovation again. It's not just AI

Oracle Corporation

Bloom Energy Corporation

Oracle deal was driver of rally, but analyst warns of risks

Bloom Energy shares are up 580% for the year. Jefferies believes it is time to sell them

Marvell Technology, Inc.

Investors saw the buyback program as a signal of confidence in the company's future

Marvell announces new $5 billion buyback Is the stock worth buying after a 30% collapse?

Technologies