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

Arista Networks, Inc.

Applied Materials, Inc.

Rivian Automotive, Inc.

DraftKings Inc.

Airbnb, Inc.

Fastly, Inc.

Viking Therapeutics, Inc.

NovoCure Limited

Crocs, Inc.

Baxter International Inc.

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: Inflation statistics will set the tone of trading

Tesla, Inc.

The U.S. and Taiwan have struck a sweeping trade deal with duty reductions and multi-billion dollar purchases of U.S. goods amid disputes over shifting semiconductor supply chains. In China, Xiaomi surpassed Tesla in sales for the first time. Apple shares suffered the second biggest collapse in its history after the publication of the delay of Siri update. About these and other topics - in our review of key events for the morning of February 13.

Apple faces Siri 2.0 glitches and may delay launch - Bloomberg

CBRE Group, Inc.

The iPhone was the only smartphone lineup to show sales growth in China in January. Shares of Chinese AI companies rose sharply after the releases of new models. These and other topics - in our review of key events by the morning of February 12.

Highlights for the morning: iPhone sales surge, xAI reorganization, China's AI companies on the rise

In 2026, the analyst firm expects Apple to take a "significant step forward" in artificial intelligence

'They're bound to show something': Bernstein upgrades outlook on Apple stock because of AI

NVIDIA Corporation

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.

Meta Platforms, Inc.

Amazon.com, Inc.

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?

Microsoft Corporation

Alphabet Inc.

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

"Staggering" $660 billion in AI spending by bigtechs has heightened market anxiety about a bubble

Verizon Communications Inc.

Strong strengthening of the dollar led to a sell-off in metals

The S&amp;P 500 fell for the third straight day, but is in the plus side for January. Gold collapsed by 9%

Sandisk Corporation

Western Digital Corporation

KLA Corporation

Visa Inc.

Stryker Corporation

Royal Caribbean Cruises Ltd.

Lockheed Martin Corporation

Parker-Hannifin Corporation

Caterpillar Inc.

Comcast Corporation

SAP SE

Thermo Fisher Scientific Inc.

Morning in New York: uncertainty provokes correction

To maximize profits amid parts supply issues, Apple will focus on releasing premium iPhone models in 2026, according to reports

Apple pushed back the start of iPhone 18 sales to 2027 due to memory shortage - Nikkei