International Business Machines Corporation

Shares of systems integrator International Business Machines (IBM) plunged more than 13% in trading Monday, falling below the $223 mark. Investors began selling the company's securities after AI startup Anthropic <a href="https://claude.com/blog/how-ai-helps-break-cost-barrier-cobol-modernization">announced</a> that its Claude Code model now supports Common Business-Oriented Language (COBOL) programming.

IBM shares crash 13%: Anthropic's AI has mastered ATM 'language'

Netflix, Inc.

Warner Bros. Discovery, Inc.

Vanda Pharmaceuticals Inc.

Bentley Systems, Incorporated

Smurfit Westrock Plc

International Paper Company

Packaging Corporation of America

Alphabet Inc.

Amazon.com, Inc.

CoreWeave, Inc.

Blue Owl Capital Inc.

Celsius Holdings, Inc.

Comfort Systems USA, Inc.

Live Nation Entertainment, Inc.

AppLovin Corporation

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: tariff policy in the spotlight

NVIDIA Corporation

Wall Street fears that even a strong quarterly report won't be able to return the AI giant's stock to its former upward momentum

"If Nvidia sneezes, everyone else catches a cold": what to expect from the AI chip leader's report

Zscaler, Inc.

Cloudflare, Inc.

CrowdStrike Holdings, Inc.

Okta, Inc.

SailPoint, Inc.

Anthropic's AI tool "scans codebases for vulnerabilities and suggests point program fixes for human inspection"

Anthropic's AI has caused a stock collapse in a new sector of software developers

The company, in which Nvidia invested, will release its quarterly earnings on Feb. 26

CoreWeave shares collapsed 8% because of a possible threat to its project. Is it worth buying them? 

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

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.

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.

Artificial intelligence (AI)