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.

Walmart Inc.

The Boeing Company

Palantir Technologies Inc.

Apple Inc.

Salesforce, Inc.

CBRE Group, Inc.

Jones Lang LaSalle Incorporated

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

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

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?

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.

Artificial intelligence (AI)