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 Group N.V.

Nebius will release its quarterly earnings in two days' time

Volozha's Nebius will buy an AI agent search service. How is this good for investors?

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

China's two AI tigers have doubled since their IPOs. Why do analysts advise buying them?

Amazon.com, Inc.

Alphabet Inc.

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

Artificial intelligence (AI)