Oracle Corporation

AeroVironment, Inc.

UWM Holdings Corporation

The Boeing Company

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: seeking balance between macro data and geopolitics

Airbus SE

The 737 Max is a major source of profit for the airline corporation

Boeing's stock fell at its strongest pace since November. What's wrong with its airplanes again

Caterpillar Inc.

3M Company

NVIDIA Corporation

Advanced Micro Devices, Inc.

GE Aerospace

Major U.S. stock market indices collapsed on Thursday, March 5, failing to hold Wednesday's gains. Fears around the war with Iran intensified after it became known about strikes on several oil tankers. This triggered a panic sell-off, the price of oil jumped and the fear index soared. By the close of trading, the fall in stocks and the oil rally had slowed - in anticipation of a possible <a href="https://www.reuters.com/business/energy/us-weighs-oil-futures-market-action-combat-rising-energy-prices-wh-official-2026-03-05/">announcement of </a>measures to curb energy prices by the US Treasury Department.

Oil rally, stock market panic and falling gold: results of the sixth day of the war

Meta Platforms, Inc.

Amazon.com, Inc.

SoftBank Corp.

Microsoft Corporation

OpenAI is preparing a record funding round, during which it may raise over $100 billion; the company's total valuation will eventually rise to $850 billion on the back of trillion-dollar investments in AI infrastructure. Meta is returning to wearable devices and intends to release its first smartwatch as early as this year. These and other topics - in our review of key events for the morning of February 19.

Highlights for the morning: OpenAI prepares a round over $100 billion, Meta returns to smartwatches

Robinhood Markets, Inc.

Due to fear of AI's disruptive impact, investors may funnel money into defensive stocks

The market is expecting an influx of $150 billion from tax refunds. Which stocks will benefit?

Broadcom Inc.

Palantir Technologies Inc.

The bull market is not dead, but aging, according to investment firm Bellwether Wealth

The Dow Jones broke the 50,000-point mark for the first time. The market rebounded after the sell-off

Best Buy Co., Inc.

Burlington Stores, Inc.

Regency Centers Corporation

The list of shares-favorites JPMorgan for February 2026 was replenished with the securities of the owner and operator of industrial real estate from the U.S. First Industrial Realty Trust. At the same time, analysts excluded from their top list of ideas a number of retailers and a real estate investment fund, CNBC <a href="https://www.cnbc.com/2026/02/03/jpmorgans-favorite-stocks-for-february.html">writes</a>.

JPMorgan has updated its list of favorites for February. Who are the analysts betting on?

Boeing's deliveries of airplanes last year reached the highest since 2018. Against this background, the American aircraft giant <a href="https://investors.boeing.com/investors/news/press-release-details/2026/Boeing-Reports-Fourth-Quarter-Results/default.aspx">reported</a> positive cash flow for the second consecutive quarter and reported a 57% increase in quarterly revenue, <a href="https://www.bloomberg.com/news/articles/2026-01-27/boeing-cash-sales-rise-after-most-jet-deliveries-since-2018">notes</a> Bloomberg. The market's first reaction to the company's report was a sell-off in shares: investors were alarmed by persistent losses in key segments. Nevertheless, then quotes recovered the fall.

Boeing reported its best sales since 2018. How did the stock react? 

Quotes of the aerospace corporation Boeing rose on Tuesday, January 13, by 2%, reaching a mark of $244.55 at the end of trading. This became the maximum since the first week of January 2024, when there was an incident with the 737 MAX Alaska Airlines: the fresh airliner during the flight ripped out the door plug, which led to the <a href="https://oninvest.com/article/aktsii-boeing-obvalilis-posle-intsidenta-s-otorvavshimsia-v-polete-liukom">collapse of</a> shares. As the <a href="https://oninvest.com/article/reguliator-v-ssha-opublikoval-rezkii-otchet-o-kulture-bezopasnosti-v-boeing">investigation</a> revealed, the airplane's design had a flaw in its assembly: several mounting bolts were missing. This event <a href="https://oninvest.com/article/alaska-airlines-obnaruzhila-oslablennye-bolty-na-mnogikh-lainerakh-boeing">started a</a> protracted crisis, which brought down the capitalization of the aircraft manufacturer by almost 50% over the next 11 months.

Boeing shares climb out of the hole after Alaska Airlines incident. Is the crisis over?

Intel Corporation

Walmart Inc.

Exxon Mobil Corporation

Vistra Corp.

Oklo Inc.

General Motors Company

Novo Nordisk A/S

New York morning: pressure on Powell triggers selloffs

Airbus still outpaces Boeing in terms of deliveries and backlogged orders, company says

Boeing may win the order race against Airbus for the first time in six years. Whose stock is better?

The company is strengthening controls over its supply chain