CoreWeave, Inc.

NVIDIA Corporation

Prior to Friday's collapse, Coreweave securities were up a third relative to the start of 2026

"Nvidia protégé CoreWeave widened its loss and gave a weak outlook. Shares plummeted

Meta Platforms, Inc.

Alphabet Inc.

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

Oaktree Capital founder Howard Marks, known on Wall Street for his research notes on all aspects of investing, from index funds to cryptocurrency, tested AI to write a new text - and was impressed with its abilities. Nevertheless, Marks is confident that chatbots are not yet capable of reaching out to experienced investors in making transaction decisions. What arguments he makes in his February memo - in an abridged retelling by Oninvest.

The Flawless Investor: Howard Marks on whether AI can beat the stock market

Generate Biomedicines, Inc.

The Company has listed on Nasdaq under the ticker symbol GENB

IPO Generate Biomedicines: shares of AI drug development platform become available

Dell Technologies Inc.

Dell has found a formula to overcome negative investor sentiment, according to theCUBE Research analyst Dave Vellante

'Prescription for negativity': Dell shares soar on AI server sales data

Netflix, Inc.

Warner Bros. Discovery, Inc.

Netflix has given up the fight for Warner Bros. Discovery, clearing the way for Paramount's $111 billion deal for Skydance. AI startup Anthropic is not giving in to the standoff with the Pentagon. And in Japan, Nintendo is preparing a 300 billion yen cross-package sale with MUFG and Bank of Kyoto and a parallel buyback amid regulatory pressure. These and other topics - in our review of key events for the morning of February 27.

Highlights for this morning: Anthropic turned down by the Pentagon, Netflix pulled out of the fight for Warner Bros.

Salesforce, Inc.

Nvidia securities are also trading in the negative zone despite the strong report

Nvidia's report failed to support the markets, with the S&amp;P 500 and Nasdaq losing more than 1%

The Citrini Report is a super-optimistic report. A close look at <a href="https://oninvest.com/article/obval-akcij-na-38-i-vvp-prizrak-o-cem-govoritsa-v-virusnom-otcete-o-budusem-s-ii">this text</a> shows that its authors believe in the omnipotence of artificial intelligence much more than all the AI analysts in the Trump administration: if the Trump administration were so confident in the omnipotence of AI, they would only think about regulating it, according to AI researcher <a href="https://www.facebook.com/mikaelalemu251">Mikael Gorsky</a>.

Should we be worried about the fate of the world: three reasons to ignore the Citrini report

IonQ, Inc.

Nutanix, Inc.

Synopsys, Inc.

The Trade Desk, Inc.

Paramount Skydance Corporation

Thomson Reuters Corporation

United Therapeutics Corporation

Circle Internet Group

Clear Secure, Inc.

Jazz Pharmaceuticals plc

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

New York morning: markets assess Nvidia report and look for new drivers

What are analysts saying about the results of one of the AI race leaders and what to expect from it next?

'The extraordinary seems ordinary': why Wall Street has embraced Nvidia's report without enthusiasm

Salesforce will target $50 billion to buy back its shares from the market, deeming its current price low

Salesforce earnings beat expectations, but the stock fell 5%. What spooked investors?

Amazon.com, Inc.

Nvidia reported record revenue of $68.1 billion last quarter thanks to the data center boom and forecasts up to $79.6 billion for the current period. The company finally received a U.S. license for limited shipments of its H200 artificial intelligence chips to China. And Amazon is discussing a major investment in developer ChatGPT. These and other topics - in the review of key events for the morning of February 26.

Artificial intelligence (AI)