Amazon.com, Inc.

Microsoft Corporation

Two tech giants, Amazon and Microsoft, are working on creating their own marketplaces for AI training content. They could become intermediaries in a marketplace where publishers can legally sell data for training and use by algorithms. Why would they want to do this?

Amazon and Microsoft are working to create marketplaces for AI training. Why they need it

NVIDIA Corporation

SoftBank Corp.

Nvidia is close to investing up to $30 billion in OpenAI at the startup's valuation of $730 billion - the new deal will replace the previous $100 billion framework agreement, which was never legally formalized, and will be part of OpenAI's funding round worth over $100 billion. Oil is holding near six-month highs after US President Donald Trump's ultimatum to Iran and America's largest military build-up in the Middle East since 2003. These and other topics are in our review of key events for the morning of February 20.

Morning Highlights: Nvidia to invest $30 billion in OpenAI, gold at $5000, oil at highs

Zoom Communications, Inc.

Alphabet 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

Intel Corporation

Meta Platforms, Inc.

Arm Holdings plc

Nvidia's move to Arm architecture CPUs and the related deal with Meta could bring Intel serious problems, an analyst said

'Intel killer': analyst calls Nvidia and Meta deal a threat to oldest chipmaker

Figma

The company's stock jumped 15%, defying doubts about the adequacy of its valuation

Figma software affected by sell-off rises on strong report. Is the apocalypse coming to an end?

Apple Inc.

Artificial intelligence is a threat to software vendors, but not to iPhone sales

Apple has unshackled itself from the Nasdaq. What's good for investors in the midst of the software apocalypse?

Palantir Technologies Inc.

Mizuho analyst Gregg Moskowitz upgraded shares of military and civilian AI developer Palantir from neutral to a buy recommendation, Barron's <a href="https://www.barrons.com/articles/palantir-stock-price-upgrade-buy-ai-1e7fd03b?mod=RTA">writes</a>. He also set the target price at $195, which implies a 44% upside potential relative to the last close on February 18.

"Unique in its category": Mizuho saw 44% upside potential for Palantir stock

Nebius Group N.V.

American investment company Compass Point has started covering shares of cloud provider Nebius Group, which is headed by Yandex co-founder Arkady Volozh. Compass analysts gave it a "buy" recommendation and a target price of $150, CNBC <a href="https://www.cnbc.com/2026/02/18/buy-this-ai-infrastructure-stock-that-has-doubled-in-the-past-year-says-compass-point.html">writes,</a> suggesting a potential upside of 54% from the last close.

Volozh's AI company Nebius has another bull. He expects the stock to rise 54%

The market is taking the launch timing of the updated Siri as an indicator of Apple's ability to realize its AI strategy

"Soap opera" wraps up: why Wedbush thinks Apple's sell-off is unjustified

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"?

Raspberry Pi Holdings plc

Shares of British Raspberry Pi, the maker of some of the simplest personal computers, <a href="https://finance.yahoo.com/quote/RPI.L/">surged</a>&nbsp;about 25% in the first minutes of trading on the London Stock Exchange on Tuesday. The move followed a <a href="https://x.com/aleabitoreddit/status/2023415224372756782">post on X</a> suggesting that AI agents such as OpenClaw could boost demand for Raspberry Pi single-board computers as an alternative to Apple devices.

Artificial intelligence (AI)