Berkshire Hathaway Inc.

Oracle Corporation

Victoria's Secret & Co.

The Gap, Inc.

Marvell Technology, Inc.

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: macro data will increase volatility

The investment firm hasn't bought back its securities since 2024 - it only does so when it believes they are undervalued by the market

Berkshire has renewed a buyback and its new head has spent a year's salary on shares

Warren Buffett's successor as CEO of Berkshire Hathaway, Greg Abel, has issued his <a href="https://www.berkshirehathaway.com/letters/2025ltr.pdf">first annual letter to</a> shareholders. The new head of the investment company confirmed that he does not plan to change the capital allocation strategy, despite the decline in profits in 2025.

The Buffett way: what Berkshire's new CEO said in his first letter to investors

NVIDIA Corporation

RTX Corporation

Lockheed Martin Corporation

Halliburton Company

Occidental Petroleum Corporation

United Airlines Holdings, Inc.

Southwest Airlines Co.

Delta Air Lines, Inc.

CoreWeave, Inc.

Block, Inc.

Morning in New York: Middle East conflict in focus

Domino's Pizza, Inc.

Papa John's International, Inc.

Yum! Brands, Inc.

The company admits it could double its market share amid problems for its two biggest rivals

Domino's Pizza surprised the market thanks to its bet on a budget menu. Shares rose

Caterpillar Inc.

Microsoft Corporation

Waste Management, Inc.

Canadian National Railway Company

Bill Gates' fund <a href="https://www.sec.gov/Archives/edgar/data/1166559/000110465926016458/0001104659-26-016458-index.htm">made</a> only two changes to its portfolio last quarter: reducing stakes in Microsoft and Berkshire Hathaway, according to its report on Form 13F. The investor's strategy remains concentrated: the fund has shares of 23 companies under management, but more than 80% of its capital is allocated to just five issuers.

Almost no change: the Bill Gates Foundation sold only two shares last quarter

Warner Bros. Discovery, Inc.

The growing tensions between the United States and Iran and the consequences of the U.S. Supreme Court's reversal of President Donald Trump's global duties will remain the focus of investors' attention this week, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-iran-tensions-u-s-data-in-focus-cb8d772f?mod=central-banking_news_article_pos4#:~:text=Growing%20tensions%20between%20the%20U.S.%20and%20Iran%20will%20continue%20to%20be%20a%20major%20focus%20for%20investors%20in%20the%20week%2C%20as%20will%20be%20the%20impact%20of%20the%20U.S.%20Supreme%20Court%E2%80%99s%20decision%20to%20strike%20down%20President%20Trump%E2%80%99s%20global%20tariffs.">expects</a> The Wall Street Journal. The decision of the highest court does not bring significant clarity to the situation with duties, but so far investors regard it as a positive factor, <a href="https://www.barrons.com/articles/nvidia-warner-bros-berkshire-hathaway-home-depot-and-more-stocks-to-watch-this-week-87338ad3?mod=RTA#:~:text=The%20high%20court%E2%80%99s%20ruling%20brings%20little%20clarity%20to%20the%20tariff%20situation%2C%20but%20investors%20viewed%20it%20as%20a%20positive%20development%20for%20now.">notes</a> Barron's.

Nvidia and Berkshire earnings and Trump's message: what investors need to know this week

Booking Holdings Inc.

In early April, shares in service operator Booking.com will become much more accessible to investors 

One of the victims of the dot-com bubble will do a stock split. They've gained 16831% in 23 years.

The New York Times Company

Shares of The New York Times media corporation jumped 1.1% in opening trading on Feb. 18 to an all-time high after Berkshire Hathaway <a href="https://oninvest.com/article/apple-nyt-chevron-cto-kupila-i-prodala-berkshire-v-poslednem-kvartale-baffeta">disclosed</a> its stake in the company while reporting fourth-quarter deals, the last under Warren Buffett.

NY Times shares hit record after Berkshire stake disclosure. Are they worth buying?

Arm Holdings plc

Meta Platforms, Inc.

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

Chevron Corporation

Apple Inc.

Amazon.com, Inc.

Chubb Limited

The company got rid of 80% of the Amazon shares it owned

Apple, NYT, Chevron: what Berkshire bought and sold in Buffett's last quarter

The Kraft Heinz Company

Dissatisfaction with plans to split up Kraft Heinz was previously expressed by Warren Buffett, Berkshire Hathaway - the food giant's largest shareholder

Kraft Heinz has put the separation of the business on pause. Buffett was unhappy with these plans