Amazon.com, Inc.

Meta Platforms, Inc.

Alphabet Inc.

Oracle Corporation

Investor demand for U.S. investment-grade bonds is four times the size of offerings this year

Amazon has launched the largest bond offering in history for the sake of spending on AI

Alibaba Group Holding Limited

NVIDIA Corporation

American Airlines Group Inc.

Investor and billionaire David Tepper has liquidated positions in U.S. regional banks, a sector he has been buying back during periods of market turbulence, Appaloosa Management's fourth-quarter 2025 <a href="https://13f.info/13f/000165645626000001-appaloosa-lp-q4-2025">report</a> showed. The investor also began taking money out of chip makers. Tepper used the freed-up capital to buy shares of Alphabet, Meta and troubled American Airlines. How his portfolio has changed - in this material.

Nvidia, Alibaba, American Airlines: how billionaire David Tepper's portfolio has changed

Advanced Micro Devices, Inc.

Meta is buying up processors from several of the biggest players in the market at once amid growing demand for AI technologies

Meta strikes 'multi-billion dollar' deal with Google to lease AI processors - media outlet

MediaTek Inc.

Macronix International Co., Ltd.

Citrini Research's portfolio is completely unprepared for a crisis, but so far it has produced great returns

"Alchemist" who earned 200%: what we know about the 33-year-old author of the Citrini report on AI

Zoom Communications, Inc.

Cloudflare, Inc.

Datadog, Inc.

Snowflake Inc.

While the startup itself remains a private company for now, there are several indirect ways to invest in hopes of its success

How can investors capitalize on one of Anthropic's AI leaders? Bloomberg names 6 ways

Taiwan Semiconductor Manufacturing Company Limited

The Goldman Sachs Group, Inc.

The billionaire has overhauled his strategy in BigTech, increasing his investments in Alphabet and Amazon and getting rid of Meta altogether  

Alphabet, Goldman Sachs and Brazil: how billionaire Druckenmiller's portfolio has changed

Newmont Corporation

Barrick Mining Corporation

Dell Technologies Inc.

Micron Technology, Inc.

Bridgewater Associates, a hedge fund founded by Ray Dalio, said in a fourth-quarter 2025 <a href="https://www.sec.gov/cgi-bin/browse-edgar?CIK=0001350694">report</a> that it increased its stake in Nvidia as the market debated the overheating of the tech sector. At the same time, Bridgewater bought shares of gold mining giants Newmont and Barrick Mining Corp. amid rising precious metals prices. What other deals did the fund, which now operates without the participation of its founder, make?

Nvidia, gold and Dell: what the Dalio-founded fund bet on in the midst of the bubble controversy

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

The company could face a fine of up to 10% of global revenue

EU launches investigation against Google: it is suspected of manipulating advertising prices

Microsoft Corporation

Donald Trump's administration plans to exempt major IT companies, including Alphabet and Microsoft, from future duties on chip imports. Amazon is preparing to launch a marketplace with content for AI developers. About these and other topics - in our review of key events by the morning of February 10.

Highlights for this morning: Amazon prepares AI marketplace, SoftBank shares soar 10%

"Whoever signs the deal will no longer be present at the time of repayment," said KBRA analyst Gordon Kerr

Alphabet has decided to float the first 100-year bonds since the dot-com era

Novo Nordisk A/S

Roblox Corporation

Reddit, Inc.

Arm Holdings plc

Intel Corporation

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.