BHP Group Limited

Tesla, Inc.

Micron Technology, Inc.

AST SpaceMobile, Inc.

State Street Corporation

The Mosaic Company

The PNC Financial Services Group, 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: geopolitical escalation in focus

Intel Corporation

Netflix, Inc.

Johnson & Johnson

The shortened trading week - on January 19, stock exchanges in the U.S. will not open due to Martin Luther King Day - begins with the World Economic Forum (WEF) in Davos, Switzerland, where <a href="https://www.barrons.com/articles/netflix-united-airlines-ge-aerospace-intel-cpe-cf2b31d3?mod=hp_latestnews#:~:text=where%20at%20least%2060%20heads%20of%20state%20are%20expected">dozens of</a> heads of state will gather. President Trump is expected to speak at the WEF on Wednesday, January 21, Yahoo Finance <a href="https://finance.yahoo.com/news/trump-in-davos-netflix-and-intel-results-on-deck-as-earnings-season-ramps-what-to-watch-this-week-123046447.html#:~:text=The%20first%20is%20President%20Trump%27s%20speech%20at%20the%20World%20Economic%20Forum%20in%20Davos%2C%20Switzerland%2C%20which%20is%20expected%20to%20take%20place%20on%20Wednesday%20morning%20ET.">reported</a>.

Davos, inflation, Netflix and Intel: what investors need to know this week

The dollar fell, silver and gold hit new all-time highs on Monday, January 19, after U.S. President Donald Trump <a href="https://oninvest.com/article/tramp-ob-avil-o-poslinah-v-otnosenii-vos-mi-stran-evropy-iz-za-grenlandii">threatened</a> eight European countries, including Germany, France and the United Kingdom, with 10 percent duties over the weekend because they opposed his attempts to gain control of Greenland. EU countries, in turn, have begun considering retaliatory measures against the US for up to €93 billion, the Financial Times <a href="https://oninvest.com/article/glavnoe-k-utru-milliardery-b-ut-rekordy-es-gotovit-mery-protiv-ssa-iz-za-grenlandii">reported</a>.

"The dollar suffers most": how markets reacted to the US-EU trade war

The protests in Iran, now in their third week, are among the largest in the history of the Islamic Republic. But is the current wave of discontent capable of leading to regime change? Ruslan Suleymanov, an orientalist, discusses this issue.

Three ingredients for revolution: will Iran's protests lead to regime change?

Coinbase Global, Inc.

Mitsubishi Corporation

Coinbase shares collapsed after the company refused to support a key crypto-regulatory bill, forcing the U.S. Senate to postpone its consideration. Mitsubishi announced the purchase of shale gas assets in the U.S. for $7.5 billion, betting on growing demand from data centers, industrial and LNG. On these and other topics - in our review of key events for the morning of January 16.

Main by morning: Coinbase falls, Mitsubishi goes into shale, US mortgages get cheaper

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.

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?

USA