Amazon.com, Inc.

Alphabet Inc.

Microsoft Corporation

Taiwan Semiconductor Manufacturing Company Limited

Donald Trump's administration plans to exempt major IT companies, including Alphabet and Microsoft, from future duties on chip imports. Amazon is preparing to launch a marketplace with content for AI developers. About these and other topics - in our review of key events by the morning of February 10.

Highlights for this morning: Amazon prepares AI marketplace, SoftBank shares soar 10%

The tech giant's current stock valuation is based only on the "wibe" around AI prospects, says Melius Research

Microsoft stock received its second downgrade in a week. What went wrong?

Oracle Corporation

The investment, which is being raised by developer ChatGPT, "will be the catalyst for the outperformance of the stock" of OpenAI Partners, according to analyst DA Davidson

Analyst advised to buy Oracle stock: partnership with OpenAI no longer a risk?

Money is moving into energy, materials, ‌staples, and industrials, Citigroup notes

Reuters: Cheaper, smaller stocks benefitting from risk aversion in tech sector

Kawasaki Heavy Industries, Ltd.

Advantest Corporation

SoftBank Group Corp.

IHI Corporation

The ruling Liberal Democratic Party won the biggest victory in Japan's postwar history on Feb. 8

Japanese stocks soar after PM Takaichi's party triumphs in elections

NextEra Energy, Inc.

Talen Energy Corporation

Vistra Corp.

Constellation Energy Corporation

PWR Holdings Limited

GE Vernova Inc.

National Atomic Company Kazatomprom JSC

Cameco Corporation

In the U.S., power <a href="https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/012926-data-center-opposition-gains-momentum-as-power-demand-spikes">consumption by </a>data centers will grow to 82.3 gigawatts this year, which is needed to power IT equipment, cooling systems, lighting, etc. This is a 28% increase over 2025 and double the level <a href="https://www.spglobal.com/energy/en/news-research/latest-news/electric-power/012926-data-center-opposition-gains-momentum-as-power-demand-spikes">of </a>three years ago. That's a 28% increase from 2025 and more than double the level of three years ago. This is the latest data from S&amp;P Global Market Intelligence 451 Research.

Rally of nuclear power companies: which stocks to choose for investors

Reddit, Inc.

The service also announced a $1 billion share repurchase program

Reddit's revenue and forecast came in above expectations because of AI. Why did the stock fall?

Apple Inc.

Meta Platforms, Inc.

NVIDIA Corporation

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

Snowflake Inc.

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

Microsoft's cloud service revenue growth slowed to 39%, while Alphabet's rose to 48%

Microsoft received a rare stock downgrade. What worries Stifel analysts?

Adobe Inc.

One tool for lawyers has the market questioning the future of the entire Microsoft and Salesforce business model

Minus nearly $1 trillion in capitalization in a week: three questions about the "software apocalypse"

Forgent Power Solutions, Inc.

Preliminary trading in shares of Forgent Power Solutions started in the trading system for Freedom clients. The company manufactures power distribution equipment for data centers and industrial enterprises. Its IPO will test investor appetite for such manufacturers amid the boom in artificial intelligence, <a href="https://www.reuters.com/business/energy/electrical-equipment-maker-forgent-power-plans-raise-much-162-billion-us-ipo-2026-01-26/">notes</a> Reuters. Later on Feb. 5, the company's securities will appear on the NYSE exchange under the ticker <a href="https://tap.freedom24.com/to/quote/FPS.US?utm_source=stocks&amp;utm_medium=FPS.US&amp;utm_campaign=pfu15559075">FPS</a>. Click on the <a href="https://tap.freedom24.com/to/quote/FPS.US?utm_source=stocks&amp;utm_medium=FPS.US&amp;utm_campaign=pfu15559075">FPS</a> ticker to participate.

Artificial intelligence (AI)