Meta Platforms, Inc.

Airbus SE

The Boeing Company

Amazon.com, Inc.

SoftBank Corp.

NVIDIA Corporation

Microsoft Corporation

OpenAI is preparing a record funding round, during which it may raise over $100 billion; the company's total valuation will eventually rise to $850 billion on the back of trillion-dollar investments in AI infrastructure. Meta is returning to wearable devices and intends to release its first smartwatch as early as this year. These and other topics - in our review of key events for the morning of February 19.

Highlights for the morning: OpenAI prepares a round over $100 billion, Meta returns to smartwatches

Walmart Inc.

Alibaba Group Holding Limited

Whether the turbulence in the markets caused by the development of artificial intelligence-based tools will continue will be the main question for Wall Street this week, Yahoo Finance <a href="https://finance.yahoo.com/news/walmart-earnings-spending-data-and-more-ai-disruptions-what-to-watch-this-week-125712762.html#:~:text=Whether%20these%20disruptions%20continue%20will%20be%20the%20theme%20most%20closely%20tracked%20by%20investors%20in%20the%20week%20ahead.">writes</a>. In the previous two weeks, investors sold off shares of companies from the software, real estate, financial services and logistics sectors amid concerns that the traditional business models of these players will be threatened.

US inflation, Alibaba and Walmart earnings: what investors need to know this week

Airbus warns of a sharp rise in geopolitical risks at the start of 2026 and urges employees to prepare for an "unprecedented number of crises" period. Company executives point to a deteriorating external environment, trade conflicts and the need to be prepared for changing conditions. Analysts say the risks for Airbus are higher than for its U.S. rival Boeing, but remain positive on the European aircraft maker's shares.

Airbus urged to prepare for new crises. Why are its risks higher than Boeing's?

BAE Systems plc

Leonardo S.p.a.

Further revaluation of the sector is unlikely due to conflicting geopolitical factors, analysts believe

Europe's rally in defense stocks is nearing a peak, says Deutsche Bank. What to buy?

Airbus still outpaces Boeing in terms of deliveries and backlogged orders, company says

Boeing may win the order race against Airbus for the first time in six years. Whose stock is better?

The company is strengthening controls over its supply chain

Boeing has completed a complex purchase of its supplier. Shares are up 2.5%

Shares of European aircraft maker Airbus plunged nearly 10% on Monday, December 1, after Reuters sources revealed new quality problems with the A320 family of aircraft. The publication followed a massive software bug in the airliners of the same lineup, which affected more than half of the company's entire narrow-body fleet and caused disruptions in air travel last weekend.

Airbus shares plummet nearly 10% after reports of more problems with the A320

European aircraft manufacturer Airbus <a href="https://www.airbus.com/en/newsroom/press-releases/2025-11-airbus-update-on-a320-family-precautionary-fleet-action">has warned</a> that it needs to update the software for a significant part of its A320 fleet of around 6,000 aircraft. In most cases, the software can be updated from the cockpit, but about 1,000 older aircraft will require hardware replacement. That will result in the machines having to be taken out of service for a while, Bloomberg's sources <a href="https://www.bloomberg.com/news/articles/2025-11-28/airbus-warns-a320-fleet-needs-software-fix-after-solar-incident">said</a>.

Airbus needs to update the software on thousands of A320s. This threatens disruptions in air transportation

Boeing is no longer the exclusive supplier of the Middle Eastern low-cost carrier Flydubai, Bloomberg<a href="https://www.bloomberg.com/news/articles/2025-11-18/airbus-manages-to-pry-flydubai-from-boeing-with-major-order"> reports</a>. The airline decided to change its procurement strategy for the first time and placed an order for 150 narrow-body A321neo from Boeing's competitor, Europe's Airbus. The deal is in the form of a memorandum of understanding and was announced on Tuesday at the Dubai Airshow.

Boeing has lost the race for a major order to Airbus

Thales S.A.

The alliance will test Europe's ability to unite its fragmented defense and space industries

EU aerospace companies form alliance against Musk's Starlink. Is it too late?

Aircraft manufacturer's securities were growing in over-the-counter trading on October 6

Boeing is poised to ramp up production of its flagship model in October. What does this mean for the stock?

The long-haul airliner was originally scheduled to hit the market in 2020