Artificial intelligence is already writing code instead of programmers. How do people who don't understand technology keep their jobs?

"The Most Important Year": a startup's viral essay on how to save careers in the age of AI

Nebius Group N.V.

Cloud provider Nebius Group's 2025 revenue <a href="https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdf?cache-buster=2026-02-12T11:56:40.932Z">grew</a> 479% year-over-year to $529.8 million versus $91.5 million a year earlier. At the same time, the company's annualized recurring revenue (ARR) exceeded $1 billion at the end of the year, according to a letter from founder and CEO Arkady Volozh to shareholders.

Volozh's AI company Nebius grew revenue nearly 6x year over year

SK hynix Inc.

Micron Technology, Inc.

Samsung Electronics Co., Ltd.

NVIDIA Corporation


This is an important milestone against other memory players SK Hynix and Micron

Samsung was the first among its competitors to start shipping new memory chips. Shares jumped

Cloudflare, Inc.

The company's securities have fallen in price by 4% since the beginning of 2026

Cloudflare will benefit from a 'dead internet', say analysts. Is it worth buying shares

Dassault Systemes SE

Shares of French software developer Dassault Systèmes at trading in Paris on February 10 at an intraday low collapsed by more than 21%, <a href="https://www.cnbc.com/2026/02/11/dassault-systmes-share-price-earnings-software-sell-off.html">writes</a> CNBC, noting that today could be the worst day in history for the company's securities. This occurred against the background of a sell-off of shares of software companies in the market, as well as the <a href="https://investor.3ds.com/static-files/dc4d4da1-59c3-45cf-86db-7488e2fd0119">publication of</a> Dassault Systèmes on February 11 quarterly reports, in which it reported a decline in revenue from software in the fourth quarter of 2025 by 5%.

Shares of the French software developer collapsed 21%. Is the "software apocalypse" intensifying?

Apple Inc.

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

Mattel, Inc.

Lyft, Inc.

Astera Labs, Inc.

Robinhood Markets, Inc.

Spotify Technology S.A.

Datadog, Inc.

BP p.l.c.

The Coca-Cola Company

Hasbro, Inc.

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: employment data in focus

SOLV Energy

The company sees the demand for energy from tech giants developing data centers for AI as the "opportunity of the decade"

SOLV IPO: shares of solar energy solutions provider become available

Raymond James Financial, Inc.

The Charles Schwab Corporation

LPL Financial Holdings Inc.

Even the securities of Wall Street giants JPMorgan and Morgan Stanley have fallen in price

New AI has brought down the stocks of financial companies. The "software apocalypse" started similarly

Zscaler, Inc.

Microsoft Corporation

CrowdStrike Holdings, Inc.

ServiceNow, Inc.

JPMorgan suggested the three software developer stocks it considers most resilient to the threat of AI

UBS downgraded the U.S. technology sector. Sell or buy shares?

Nebius will report 4Q and 2026 results on Thursday

Volozh's Nebius will buy AI agent search firm Tavily 

Minimax-wp

Knowledge Atlas Technology Joint Stock Company Limited

JPMorgan recommended buying securities of Chinese AI companies, which the PRC lists among a group of startups that could become potential leaders in generative AI

Artificial intelligence (AI)