Union Pacific Corporation

Alphabet Inc.

Amazon.com, Inc.

Meta Platforms, Inc.

NVIDIA Corporation

Equinix, Inc.

CrowdStrike Holdings, Inc.

Last week was the worst week for the S&amp;P 500 since November 2025, losing 1.39% in five days, the Nasdaq Composite was down 2.1% and the Dow Jones was down 1.23%. In February, one of the reasons for the storm in the markets was a reassessment of the prospects of entire industries because of the development of AI. For investors, it's now a technology that must actually prove its ability to be profitable. What should they bet on now?

The market has experienced a wave of selling because of AI. Who will benefit from companies' revised valuations?

BHP Group Limited

The world's largest mining company is focusing on copper mining instead of cheaper iron ore

BHP's top earnings item for the first time was copper due to AI. The stock jumped to a record high

Apple Inc.

Spotify Technology S.A.

Alibaba Group Holding Limited

Danaher Corporation

Masimo Corporation

Medical company Danaher is preparing a $10 billion deal to buy Masimo, strengthening its position in the fast-growing medical monitoring market. Elon Musk's SpaceX and xAI are participating in the Pentagon's competition to create voice-controlled autonomous drone swarms, bringing them into a new, more sensitive field of AI weapons. On these and other topics - in our roundup of key developments for the morning of February 17.

Main by morning: Apple competes with YouTube and Spotify, Alibaba has a new AI model

Molina Healthcare, Inc.

Willis Towers Watson Public Limited Company

Fiserv, Inc.

Dollar General Corporation

Herbalife Ltd.

Billionaire Seth Klarman's investment company has noticeably shifted its focus to retail and healthcare in the fourth quarter of 2025, sacrificing stakes in the technology and construction sectors. According to the 13F report, Baupost Group's fund conducted a major capital rotation: the investor revamped the composition of the fund's largest positions, betting on new favorites and redistributing weights among key assets.

Amazon, Google and Herbalife: billionaire Seth Klarman revealed last quarter's deals

Pentagon 'renegotiates' relationship with developer Claude: startup opposes military use of AI

The Pentagon may cut ties with Anthropic. What's the risk?

Microsoft Corporation

Oracle Corporation

CoreWeave, Inc.

Any moves to strengthen OpenAI's position ahead of the IPO will be good news for companies dependent on its costs

OpenAI has hired the most sought-after AI developer. Which stocks will benefit from this?

Meituan

Kuaishou Technology

JD.com, Inc.

Cult shorts Michael Burry <a href="https://substack.com/chat/6819723/post/44f8dd38-0639-4271-a419-a0e8f399d219">said</a> on his Cassandra Unchained blog that he is holding shares in three Chinese companies investing in artificial intelligence, pending the release of a new AI model startup DeepSeek.

DeepSeek is cooking up a new AI model. What does a Big Short investor do with a portfolio?

SAP SE

Adobe Inc.

ServiceNow, Inc.

HubSpot, Inc.

Technology fund Polar Capital sold SAP and Adobe before the "software apocalypse". Which stocks does it prefer to hold now?

AI has posed an "existential threat" to software developers. How does a top 1% fund invest?

Netflix, Inc.

Tesla, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

Dassault Systemes SE

Trading in shares of Dassault Systèmes, a French developer of software for the use of 3D-technologies, was briefly suspended on Monday, February 16, due to a sharp drop in the company's quotes. They collapsed by 7.8%, after the broker AlphaValue worsened the rating of Dassault Systèmes by two steps at once: he refused to recommend buying its securities and advised to sell, <a href="https://www.cnbc.com/2026/02/16/europe-markets-stoxx-600-ftse-100-msc-defense.html">writes </a>CNBC.

The exchange suspended trading in the software developer's shares. The analyst recommended selling them

Sports Entertainment Gaming Global Corporation

Shares of small media platform SEGG Media, owner of Sports.com, Concerts.com, and Lottery.com, jumped 9% on Friday. The company&nbsp;<a href="https://investors.seggmediacorp.com/news-releases/news-release-details/segg-media-unlocks-20m-annual-revenue-finalizing-terms-secure">agreed</a>&nbsp;to buy a 51% stake in the UK’s Veloce Media Group, whose assets include the Quadrant apparel brand founded by Formula One driver Lando Norris and his partners. The deal will boost SEGG Media’s revenue and “a paradigm shift for SEGG Media and its shareholders,” the company said in its press release.

Micro-cap SEGG Media jumps on deal for majority stake in owner of Lando Norris brand

Cryptocurrency quotes may need another short-term downturn to bottom out, forecaster warns