Amazon.com, Inc.

NVIDIA Corporation

Micron Technology, Inc.

An ETF tracking software developer stocks added 1.3% for the day

The S&amp;P 500 rose for the third day in a row. Investors are watching the Fed and the risks of war with Iran

Alphabet Inc.

Meta Platforms, Inc.

Microsoft Corporation

Palantir Technologies Inc.

Cathie Wood's flagship fund <a href="https://oninvest.com/article/glavnoe-k-utru-nvidia-vysla-iz-kapitala-arm-fond-keti-vud-v-zataznom-spade">is experiencing the</a> longest decline in its history, having lost more than 50% over the past five years. But Wood, famed for her optimistic vision of disruptive innovation, isn't giving up. In a new video podcast, she <a href="https://youtu.be/HiX6AxmF500?si=-TsKaIMQR-_E8vxX">revealed</a> that she doesn't share the market's fears about the AI sector. And while more conservative investors are reducing their positions in tech companies, the head of ARK Invest is using volatility to center her portfolio around the most promising assets.

"It's only 1996 on the market now": how does Cathie Wood invest in the "software apocalypse"?

Tesla, Inc.

Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

Self-driving cars will be at the head of the trend

Robot market could grow to $1 trillion, says Barclays. Which stocks does it choose?

Walmart Inc.

Exxon Mobil Corporation

Johnson & Johnson

Investment capital is flowing into chip manufacturing, retail and oil companies

Microsoft and Amazon stocks have lost nearly $1 trillion in capitalization. Where are investors going?

Newmont Corporation

Barrick Mining Corporation

Dell Technologies 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

Forced business model shifts in the race for AI leadership are robbing tech giants of their previous investment appeal

Amazon stock has entered a bear market phase. Which Magnificent 7 is next in line?

Apple Inc.

Broadcom Inc.

Billionaire Ken Fisher, who heads Fisher Investments and is known for his "contrary to the market" predictions, has revealed his fourth-quarter 2025 deals. According to the <a href="https://www.sec.gov/Archives/edgar/data/850529/000085052926000002/0000850529-26-000002-index.html">13F report</a>, the investor ended the year with a massive rotation in bonds and strengthened positions in semiconductors, which continue to dominate his strategy. The fund's total assets under management rose 6% to $293 billion.

Broadcom, Apple and Chipotle: How billionaire Ken Fisher's portfolio has changed

ASML Holding N.V.

The move coincided with a period of significant outflows from ESG funds

The Vatican has launched Catholic indices for Europe and the US. Which stocks are included in them?

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%

Novo Nordisk A/S

Roblox Corporation

Reddit, Inc.

Arm Holdings plc

Advanced Micro Devices, Inc.

Intel Corporation

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

Morning in New York: waiting for the sentiment to stabilize

Amid bigtechs increasing capital expenditures on AI, Amazon, Google and Microsoft could collectively lose $900 billion in market capitalization since the release of their quarterly reports