The main thing for the morning: oil stabilized, bitcoin updated the minimum for 16 months

Oil stabilized amid expectations of US-Iran talks, which reduced geopolitical risks and weakened the price premium. Bitcoin hit a 16-month low amid a sell-off in technology stocks and investors' risk aversion. These and other topics - in our review of key events for the morning of February 6.

Oil stabilized before the talks between the U.S. and Iran, scheduled for Friday, February 6, in Oman, Bloomberg reports. Brent held at about $68 per barrel, WTI cost about $64 after falling the day before to $62.6; the market partially recovered losses after a less sharp than expected reduction in oil prices by Saudi Arabia for customers in Asia.

Nevertheless, oil is heading for its first weekly decline since mid-December 2025: the geopolitical premium is weakening and attention is returning to fundamentals and ample supply, the agency points out. At the same time, the uncertainty of the parameters of the negotiations between the US and Iran keeps the risk of a return of the premium if the dialog reaches an impasse.

Bitcoin on Friday, February 6, fell toward the key $60,000 mark, hitting its lowest since October 2024 amid an intensifying global sell-off in tech stocks and investors shifting away from risky assets, Reuters writes. The price later partially rebounded to $65,500, Coinmarketcap data showed, but volatility remained high.

The crypto market as a whole is experiencing a sharp cooling: since its October peak, its capitalization has shrunk by about $2 trillion, of which more than $1 trillion in the last month. Bitcoin is losing about 16% in a week, and its dynamics are still closely linked to the tech sector, which has come under pressure after the weakening of interest in risk bets.

Amazon shares fell more than 10% in the postmarket after a mixed fourth-quarter report and a sharp increase in its capital expenditure forecast, Yahoo Finance writes. The company beat revenue expectations but fell slightly short on earnings per share, while announcing plans to increase capex (capital expenditures) in 2026 to $200 billion versus about $147 billion expected by the market. Investors were wary of the scale of the investment, despite management's assurances of high returns in the long term, the publication points out.

Most of the spending will come from its AWS cloud division, where revenue rose 24%, the fastest growth in 13 quarters. Amazon is ramping up investments in data centers and AI infrastructure amid fierce competition with Google, Microsoft and Meta. At the same time, the company is cutting corporate staff, while the advertising business continues to grow steadily, adding 23% year-on-year.

Roblox shares jumped nearly 20% in the moment in the Feb. 5 postmarket after the company beat expectations on key metrics for the fourth quarter of 2025, CNBC writes. The securities later corrected slightly and added 10.5% at the time of publication. Roblox's loss was less than forecasts, and the volume of bookings (user spending on the platform's currency) rose to $2.22 billion against expectations of $2.05 billion. The number of daily active users reached 144 million, significantly exceeding analysts' estimates, while the growth of bookings for the year amounted to 63%, that is, users began to spend significantly more money on the platform than a year ago.

The company also gave an optimistic outlook for the first quarter, but announced that from 2027 it will abandon annual benchmarks, focusing on quarterly forecasts. Roblox acknowledged that mandatory user age verification temporarily holds back engagement and bookings, but sees it as a strategic move: accurate age data should improve platform security and support long-term growth, especially given the high proportion of children and teens in the audience.

India is ready to place orders for Boeing airplanes worth up to $80 billion, and including engines and spare parts, the volume of imports from the U.S. could exceed $100 billion, Indian Commerce and Industry Minister Piyush Goyal said, CNBC reported. He also noted the potential to purchase $500 billion worth of U.S. goods over five years, emphasizing that these are not formal investment commitments.

The statements came amid US President Donald Trump's announcement of a US-India trade deal that includes sharp cuts in reciprocal duties and greater access for American goods to the Indian market. At the same time, New Delhi confirmed only the reduction of tariffs, without commenting on other terms.

- Japan's broad Topix index rose 1.05%, while the Nikkei 225 added 0.67% in Feb. 6 trading.

- Hong Kong's Hang Seng index was falling by 0.92%. CSI 300 index of mainland China - by 0.24%.

- In South Korea, the Kospi index was down 1.61% and the Kosdaq was down 2.65%.

- Australia's S&P/ASX 200 was down 2.03%.

- S&P 500 futures were down 0.11%, Nasdaq Composite futures were down 0.26% and Dow Jones Industrial Average exchange-traded contracts were down 0.1%.

This article was AI-translated and verified by a human editor