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.

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: trading will take place in a turbulent zone

Meta Platforms, Inc.

Alphabet Inc.

Meta is preparing to launch paid subscriptions on Instagram, Facebook and WhatsApp with exclusive features and advanced AI capabilities. Google agreed to pay $68 million to settle a lawsuit for illegally recording conversations through its voice assistant. About these and other topics - in our review of key events for the morning of January 27.

Highlights for the morning: India-EU 'deal of the decade', Meta launches paid subscriptions

The market was expecting a 4-6% increase in rates

Insurers' stocks in the U.S. collapsed over plans to keep Medicare payment rates unchanged


Markets that haven't experienced corrections in a long time are becoming increasingly sensitive to any negative signals, Wall Street says

"The market is ripe for a correction." What do analysts call a possible trigger?

Donald Trump's policies and behavior make investors seriously consider withdrawing some funds from the United States. Although the power and scale of the economy and the U.S. financial market will attract them, the process of dedollarization and diversification to the detriment of U.S. assets will continue. Most likely, this will be done in a non-public manner.

Quietly exit the US market: how investors are seeking protection from Trump's policies 

It's about US GDP growth in the third quarter of 2025 - data released late due to the US government shutdown last year

Consumer spending gave the U.S. economy its fastest gain in two years

CACI International Inc

Kinder Morgan, Inc.

Knight-Swift Transportation Holdings Inc.

Progress Software Corporation

Teledyne Technologies Incorporated

Nathan's Famous, Inc.

Smithfield Foods, Inc.

Halliburton Company

Berkshire Hathaway Inc.

The Kraft Heinz Company

Morning in New York: macro statistics in focus

This year, US foreign policy changed course dramatically: instead of promises of "peace", US President Donald Trump started talking about taking over Greenland and threatening Europe with a new trade war. The dollar reacted to these threats, but weakly. Investors did not believe in the fulfillment of threats. But they should not relax, warns financier and member of the ACI Foreign Exchange Committee Sergey Romanchuk.

The dollar "survived" the Greenland scandal. But there are more risks for it

The market is under pressure, but the foundation for its further growth, according to strategists, remains stable

"Hold long positions, but hedge the risks." Why is Wall Street bullish?

At the same time, speaking at Davos, the US President demanded the immediate start of negotiations on the "acquisition" of Greenland by the US

Trump pledges not to use military force to take over Greenland U.S. stocks rise

Netflix, Inc.

Warner Bros. Discovery, Inc.

United Airlines Holdings, Inc.

Interactive Brokers Group, Inc.

Zions Bancorporation, National Association

3M Company

Kenvue Inc.

Kimberly-Clark Corporation

Fastenal Company

New York morning: Trump's rhetoric will set the tone for trading

Arbat Capital Advisory Services Limited (UK) analyst Alexey Golubovich and Arbat Capital Managing Director Alexander Orlov - on possible methods of valuation of Greenland, the "takeover" of which is sought by US President Donald Trump.

From $12.5 billion to $2.6 trillion: How to calculate Greenland's fair value