Taiwan Semiconductor Manufacturing Company Limited

The U.S. and Taiwan have concluded a long-discussed trade agreement, which provides for a reduction in duty rates on goods imported into the U.S. market from 20% to 15%, and for some products, such as generic drugs and airline components, the fee will be eliminated altogether, CNBC <a href="https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html">reports </a>. In addition, as part of the deal, Taiwanese technology companies will invest at least $250 billion in the United States - to expand production in the field of semiconductors, energy and artificial intelligence. Taiwan will provide another $250 billion in the form of loan guarantees for further financing, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/us-taiwan-clinch-deal-to-cut-tariffs-boost-chip-investment?srnd=homepage-europe&amp;sref=Y0jVLcFo">reports </a>.

Taiwanese tech companies to invest $250 billion in U.S. in exchange for lower duties

BRC Group Holdings, Inc.

Mission Produce, Inc.

Calavo Growers, Inc.

H.B. Fuller Company

Nutrien Ltd.

SLB N.V.

Trip.com Group Limited

Bank of America Corporation

Wells Fargo & Company

Citigroup 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: quotations are driven by geopolitics

NVIDIA Corporation

Officials have advised Chinese companies to refuse to buy Nvidia chips; the status of the restrictions remains unclear, Reuters' sources said

China has effectively banned imports of Nvidia H200 AI chips - Reuters

Apple Inc.

Alphabet Inc.

The company plans to move a key phase of the launch of its upper-end Pixel models to Vietnam, reducing its reliance on Chinese supply chains

Google to move premium smartphone development outside China - media outlet

Morgan Stanley

Analysts expected higher inflation in annualized terms

US core inflation rose at its weakest pace in almost 5 years. What to expect from the Fed?

Heritage Global Inc.

Revvity, Inc.

PAR Technology Corporation

Option Care Health, Inc.

Ormat Technologies, Inc.

Travere Therapeutics, Inc.

Duolingo, Inc.

New York morning: focus on inflation and the start of the reporting season

Opendoor Technologies Inc.

Rocket Companies, Inc.

D.R. Horton, Inc.

Lennar Corporation

PulteGroup, Inc.

UWM Holdings Corporation

Shares of technology platforms in the real estate industry and construction companies rose in early trading on January 9 after US President Donald Trump the day before <a href="https://oninvest.com/article/glavnoe-k-utru-ubytki-xai-megasdelka-glencore-i-rio-tinto-i-ipo-minimax">outlined a plan to</a> buy the US government mortgage bonds for $ 200 billion. Thus, the US President expects to reduce mortgage rates in America and make housing more affordable. Against this background, investors' hopes for the recovery of the real estate market have increased significantly, <a href="https://www.barrons.com/articles/opendoor-rocket-trump-mortgage-bond-plan-home-builders-bcd6b456?mod=RTA">writes</a> Barron's.

Trump's mortgage bond buyback spurs construction stocks. Who benefits?

There is "more good news than bad news" in the first timely U.S. jobs report in three recent months, analyst says

The US labor market is stabilizing. Is the worst of the worst behind us?

Lockheed Martin Corporation

Kratos Defense & Security Solutions, Inc.

L3Harris Technologies, Inc.

Northrop Grumman Corporation

General Dynamics Corporation

Shares of U.S. defense companies showed the best performance in the market at the beginning of the trading session on January 8, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-07/stock-market-today-dow-s-p-live-updates?srnd=phx-markets">writes</a>. While the S&amp;P 500 went into a small minus, Nasdaq 100 declined by 1%, interrupting a three-day growth, shares of U.S. defense companies: Lockheed Martin and Kratos Defense &amp; Security Solutions - on the contrary, grew by more than 6% and 15%, respectively.

U.S. defense stocks on the rise: why is an analyst urging caution?

Rheinmetall AG

Saab AB (publ)

Leonardo S.p.a.

Thales S.A.

Two hotbeds of tensions - Venezuela and Greenland - sent the sector's quotations skyrocketing

Europe's defense companies rise for the fourth day in a row. Which stocks to bet on

The number of new jobs in the US private sector increased by 41,000 in December last year after a decline of 32,000 in November, and wages rose by 4.4% compared to the same period last year, <a href="https://mediacenter.adp.com/2026-01-07-ADP-National-Employment-Report-Private-Sector-Employment-Increased-by-41,000-Jobs-in-December-Annual-Pay-was-Up-4-4">according to</a> ADP's monthly employment report. These figures were lower than the forecasts of economists surveyed <a href="https://www.reuters.com/world/china/global-markets-view-usa-2026-01-07/">by Reuters</a>, who expected an increase of 47,000 in the number of private sector employees in the US during this period.

The number of new jobs in the US is showing moderate growth. How will the markets react?

Valero Energy Corporation

Chevron Corporation

Exxon Mobil Corporation

Marathon Petroleum Corporation

The US and Venezuela have begun negotiations on oil supplies to American refineries — Reuters

USA