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

NVIDIA Corporation

Salesforce, Inc.

IonQ, Inc.

Nutanix, Inc.

Synopsys, Inc.

Advanced Micro Devices, Inc.

The Trade Desk, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Netflix, Inc.

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.

Top story for the morning: Nvidia beats forecasts, Amazon prepares up to $50 billion for OpenAI

Despite its status as the world's most expensive company, the options market is laying Nvidia's post-report move of just 5.6% - the lowest in three years - on Nvidia shares

Lull before Nvidia: why the market expects minimal volatility from the chipmaker's shares

Palantir Technologies Inc.

Lockheed Martin Corporation

Intel Corporation

Alphabet Inc.

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

BE Semiconductor Industries N.V.

Infineon Technologies AG

ASML Holding N.V.

STMicroelectronics N.V.

The list includes suppliers of chip printing and assembly equipment, a microelectronic component developer and a power electronics manufacturer

Analysts name four stocks in Europe to watch after Nvidia report

For a long time, Anthropic, whose CEO left OpenAI amid concerns that the AI startup was betting on commercialization and speed at the expense of security, was known as one of the most security-focused AI players out there

Anthropic shifts priorities: why is the startup lowering AI security standards?

The head of OpenAI is sure that even artificial superintelligence will not completely replace human labor

"I'm not a pessimist." Sam Altman on white-collar jobs, AI autocracy, and China's hegemony

MediaTek Inc.

Macronix International Co., Ltd.

Citrini Research's portfolio is completely unprepared for a crisis, but so far it has produced great returns

"Alchemist" who earned 200%: what we know about the 33-year-old author of the Citrini report on AI

International Business Machines Corporation

Market fears for future of IBM technology after announcement of new AI tool from Anthropic

Artificial intelligence (AI)