The momentum has spread to the derivatives market as well

Retail investors bought back shares of software developers at a record pace on the downturn

Iran is rushing to prepare for war in case talks fail, WSJ writes

Oil up 5%: Vance says Iran unwilling to concede, admits use of force

Nebius Group N.V.

American investment company Compass Point has started covering shares of cloud provider Nebius Group, which is headed by Yandex co-founder Arkady Volozh. Compass analysts gave it a "buy" recommendation and a target price of $150, CNBC <a href="https://www.cnbc.com/2026/02/18/buy-this-ai-infrastructure-stock-that-has-doubled-in-the-past-year-says-compass-point.html">writes,</a> suggesting a potential upside of 54% from the last close.

Volozh's AI company Nebius has another bull. He expects the stock to rise 54%

The Boeing Company

Robinhood Markets, Inc.

Due to fear of AI's disruptive impact, investors may funnel money into defensive stocks

The market is expecting an influx of $150 billion from tax refunds. Which stocks will benefit?

The New York Times Company

Shares of The New York Times media corporation jumped 1.1% in opening trading on Feb. 18 to an all-time high after Berkshire Hathaway <a href="https://oninvest.com/article/apple-nyt-chevron-cto-kupila-i-prodala-berkshire-v-poslednem-kvartale-baffeta">disclosed</a> its stake in the company while reporting fourth-quarter deals, the last under Warren Buffett.

NY Times shares hit record after Berkshire stake disclosure. Are they worth buying?

BAE Systems plc

Volkswagen AG

Siemens Limited

Amid capital outflows from the US, the bank is building up positions in Europe, Japan and emerging markets

JPMorgan booked gains on defense stocks and named new favorites

Oil prices jumped 3% on Wednesday amid heightened tensions between the United States and Iran and the abrupt end of Russian-Ukrainian talks in Geneva just two hours after they began, Reuters <a href="https://www.reuters.com/business/energy/oil-prices-lose-ground-hopes-de-escalation-us-iran-tensions-2026-02-18/">reported</a>. Iran has temporarily blocked part of the Strait of Hormuz, a critical oil supply route - according to the official version, because of the Islamic Revolutionary Guard Corps exercises. On Thursday, February 19, Iran and Russia <a href="https://www.cnbc.com/2026/02/18/oil-prices-fall-slightly-on-hopes-of-de-escalation-from-us-iran-talks-.html">will conduct</a> joint exercises in the Sea of Oman and the northern part of the Indian Ocean. While the market is pricing in the risk of a closure of the Strait of Hormuz and a new wave of escalation, India - one of the biggest buyers of Russian oil - is cutting its imports to their lowest levels since 2022 and turning back to Middle Eastern suppliers, Reuters sources <a href="https://finance.yahoo.com/news/russian-share-indias-january-oil-142727785.html">said</a>. Against the backdrop of these shifts, an uncomfortable question arises: how marketable the Urals price and its discount to Brent remains, if the largest buyer of this oil is linked to its seller. Oil industry expert Sergey Vakulenko <a href="https://www.facebook.com/story.php?story_fbid=25875782032030536&amp;id=100000762787435&amp;mibextid=wwXIfr&amp;rdid=gYshXuyY1DeOOMIo#">wrote a</a> great breakdown on his Facebook page, we publish it in full here

Who sets the Urals price in India - and what does Rosneft have to do with it?

Apple Inc.

The market is taking the launch timing of the updated Siri as an indicator of Apple's ability to realize its AI strategy

"Soap opera" wraps up: why Wedbush thinks Apple's sell-off is unjustified

Data

ZIM Integrated Shipping Services Ltd.

Hapag-Lloyd Aktiengesellschaft

Quotes of the Israeli ocean carrier ZIM Integrated Shipping with a listing in New York <a href="https://finance.yahoo.com/quote/ZIM/">soared</a> on February 17 by more than 25% to the maximum for 3.5 years. The company reported: it <a href="https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx">will be bought</a> at a premium to the market by the German shipping company Hapag-Lloyd. In this way, the latter will strengthen its position as the fifth largest player in the industry.

Shares in the mid-cap shipping company hit a three-year high. It will be bought by a competitor

Raspberry Pi Holdings plc

Quotes of the British Raspberry Pi, the manufacturer of one of the simplest types of personal computers, <a href="https://finance.yahoo.com/quote/RPI.L/">soared</a> by 25% in the first minutes of trading on the London Stock Exchange on February 18. They were boosted by a <a href="https://x.com/aleabitoreddit/status/2023415224372756782">publication</a> on social network X, which said: AI agents of artificial intelligence, such as OpenClaw, can stimulate demand for single-board computers Raspberry Pi, an alternative to Apple products.

Shares of tiny rival Apple soared amid AI agent boom. Why? 

Applied Digital Corporation

TeraWulf Inc.

Hut 8 Corp.

In 2025, the bitcoin mining sector rebounded strongly and outpaced the growth of the cryptocurrency itself. The equal-weighted <b>Bitcoin Miners SMid Index EW</b>, calculated by analyst Aldiyar Anuarbekov for Oninvest, grew by 46%. The index includes 17 mining companies of small and medium capitalization. The index, weighted by market capitalization of <b>Bitcoin Miners SMid Index CW</b>, added 27%. By comparison, the price of bitcoin itself fell 9.7% in 2025, while the S&amp;P 500 broad market index rose 16.3%. In 2026, the market is betting on companies that combine mining with infrastructure for artificial intelligence.

Better than bitcoin: miners overtake cryptocurrency in 2025 - what to expect next?

MNTN, Inc.

Braze, Inc.

PAR Technology Corporation

TipRanks <a href="https://www.tipranks.com/news/3-small-cap-strong-buy-stocks-with-big-upside-in-2026-according-to-analysts-4">has named</a> three small-cap stocks that investors should pay attention to. All of them have fallen in price since the beginning of the year, and Wall Street sees more than 99% upside potential in them.

TipRanks named three small-cap stocks with over 99% upside potential

A co-CIO looks at how low interest rates, tax policy, reshoring, technology adoption, and deregulation may fuel small-cap earnings growth


Five potential drivers of small-cap earnings growth from Royce

Small Caps

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