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

Meituan

Kuaishou Technology

JD.com, Inc.

Cult shorts Michael Burry <a href="https://substack.com/chat/6819723/post/44f8dd38-0639-4271-a419-a0e8f399d219">said</a> on his Cassandra Unchained blog that he is holding shares in three Chinese companies investing in artificial intelligence, pending the release of a new AI model startup DeepSeek.

DeepSeek is cooking up a new AI model. What does a Big Short investor do with a portfolio?

Walmart Inc.

Airbus SE

Whether the turbulence in the markets caused by the development of artificial intelligence-based tools will continue will be the main question for Wall Street this week, Yahoo Finance <a href="https://finance.yahoo.com/news/walmart-earnings-spending-data-and-more-ai-disruptions-what-to-watch-this-week-125712762.html#:~:text=Whether%20these%20disruptions%20continue%20will%20be%20the%20theme%20most%20closely%20tracked%20by%20investors%20in%20the%20week%20ahead.">writes</a>. In the previous two weeks, investors sold off shares of companies from the software, real estate, financial services and logistics sectors amid concerns that the traditional business models of these players will be threatened.

US inflation, Alibaba and Walmart earnings: what investors need to know this week

Netflix, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Alibaba shares led the selloff in China's technology sector after the Pentagon put some of the country's largest companies on a list of firms that promote the military. Warner Bros. Discovery is discussing a possible resumption of talks with Paramount amid a deal already signed with Netflix. The AI boom is triggering a structural shortage of DRAM memory, driving up prices and threatening the margins of tech giants. These and other topics are in our review of key events for the morning of February 16.

Main by morning: Pentagon crashes Alibaba stock, battle over Warner Bros. continues

Salesforce, Inc.

ServiceNow, Inc.

SAP SE

Dassault Systemes SE

Tata Consultancy Services Limited

Infosys Limited

Experian plc

London Stock Exchange Group plc

Blackstone Inc.

KKR & Co. Inc.

Blue Owl Capital Inc.

The Charles Schwab Corporation

Raymond James Financial, Inc.

CBRE Group, Inc.

Jones Lang LaSalle Incorporated

In February, one market crash after another occurred in several sectors whose business model threatens to be undermined by AI, from software makers to wealth managers. "It's certainly a case of shoot first and ask questions later," Kerry Craig, global market strategist at JPMorgan Asset Management, <a href="https://www.bloomberg.com/news/videos/2026-02-11/jpmorgan-s-craig-on-trading-opportunities-in-ai-selloff-video">told</a> Bloomberg TV. Are the market's fears fair?

In February, stocks collapsed in several sectors at once. Investors traded "on fears of AI"

<i>Ilya Chernetsky, creator of the personal finance accounting application CoinKeeper, believes that with the help of AI, everyone can become an IT specialist in the near future. He expressed his opinion after reading a sensational essay by technology entrepreneur Matt Schumer about the threats artificial intelligence poses to people. Oninvest publishes a slightly edited version of Chernetsky's post in his <a href="http://t.me/beyondcoinkeeper">Telegram channel</a>. </i>

"Everyone will be an IT guy": entrepreneur Ilya Chernetsky discusses Matt Schumer's essay

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

Nebius Group N.V.

Nebius Group, a provider of cloud computing for AI by Yandex founder Arkady Volozh, <a href="https://oninvest.com/article/ii-kompania-nebius-voloza-narastila-vyrucku-pocti-v-6-raz-za-god">reported</a> a sharp increase in revenue and capital expenditures in the fourth quarter on February 12. After the publication of the statements, the company's management held a conference call to answer questions from analysts and investors. Oninvest selected some of them.

AI demand, chip shortages and Tavily: four Nebius questions from investors and analysts

Amazon.com, Inc.

Meta Platforms, Inc.

Alphabet Inc.

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?

The release of Anthropic's new AI triggered a sell-off in the software developer's stock in early February, which then spread to other sectors of the economy as well

OpenAI competitor Anthropic has raised $30 billion in investment. It was valued at $380 billion

Shopify Inc.

Despite a strong quarterly report, Shopify's stock is cheaper for the second day in a row following a sell-off in the tech sector. Analysts expect them to rise up to 34%

Attractive entry point: why do analysts advise buying up declining Shopify stock?

Cisco Systems, Inc.

The Boeing Company

Palantir Technologies Inc.

The tech sell-off continues: the S&amp;P 500 lost more than 1%

Artificial intelligence (AI)