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

NVIDIA Corporation

Arm Holdings plc

Meta Platforms, Inc.

Berkshire Hathaway Inc.

Microsoft Corporation

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

TOTO LTD.

Activist investor Palliser Capital expects 55% growth from the securities of Japan's largest toilet bowl manufacturer Toto on the back of AI development

'An underrated player': why did an activist deem a toilet bowl manufacturer a beneficiary of AI?

Kawasaki Heavy Industries, Ltd.

Advantest Corporation

SoftBank Group Corp.

IHI Corporation

The ruling Liberal Democratic Party won the biggest victory in Japan's postwar history on Feb. 8

Japanese stocks soar after PM Takaichi's party triumphs in elections

Toyota Motor Corporation

The automaker's papers jumped more than 3 percent in Tokyo

Toyota shares rise: the carmaker changed its head and raised its full-year profit outlook

The Japanese market has played a crucial role in international investment for decades as a source of ultra-cheap loans. But the situation is changing. Interest rates in Japan are rising, long-term bond yields are approaching the level of other developed countries, and the country's authorities are trying to support the yen. All of this could lead to a large-scale outflow of funds from global markets.

A supplier of shocks: why Japan's market problems threaten investors around the world 

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

Tokyo Electron Limited

Toyo Engineering Corporation

The yen collapsed to levels not seen in a year and a half

"Takaichi-trade" is back: Japanese stocks soar over early election bets

SoftBank Corp.

SoftBank sold off its stakes in Nvidia and T-Mobile for the sake of it, Reuters has found out

All for AI: SoftBank rushes to close $22.5 billion deal with OpenAI

Oracle Corporation

TikTok has launched a process to separate from ByteDance through a deal with Oracle and U.S. investors, seeking to remove political and regulatory risks in the United States. The Bank of Japan raised its key rate to a 30-year high amid the country's high inflation and record government debt. These and other topics - in our review of key events for the morning of December 19.

The main thing for the morning: the fate of TikTok in the U.S., a record rate in Japan and €90 billion for Ukraine

ServiceNow, Inc.

China's retail sales growth posted its worst gain on record, barring the Covid-19 pandemic period. HBM Healthcare InvestmentsBank of Japan is preparing to start selling off JPY83 trillion worth of ETFs. AI solutions developer ServiceNow is in talks to buy cybersecurity startup Armis for $7 billion. These and other topics are covered in our review of key events for the morning of December 15.

Highlights for the morning: copper outlook, Japan's central bank prepares ETF sell-off and $7 bln deal

Deutsche Bank Aktiengesellschaft

Citigroup Inc.

Standard Bank Group Limited

Analysts at Deutsche Bank and Standard Bank have warned of a possible "triple blow" to the dollar in the coming weeks, which could exacerbate an already seasonally weak period for the U.S. currency. However, Citigroup strategists, on the contrary, advise investors in emerging markets to prepare for dollar strengthening: negative trends for the currency have receded in the middle of 2025, they believe.