Meta Platforms, Inc.

Airbus SE

The Boeing Company

Amazon.com, Inc.

SoftBank Corp.

NVIDIA Corporation

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

Walmart Inc.

Alibaba Group Holding Limited

Whether the turbulence in the markets caused by the development of artificial intelligence-based tools will continue will be the main question for Wall Street this week, Yahoo Finance <a href="https://finance.yahoo.com/news/walmart-earnings-spending-data-and-more-ai-disruptions-what-to-watch-this-week-125712762.html#:~:text=Whether%20these%20disruptions%20continue%20will%20be%20the%20theme%20most%20closely%20tracked%20by%20investors%20in%20the%20week%20ahead.">writes</a>. In the previous two weeks, investors sold off shares of companies from the software, real estate, financial services and logistics sectors amid concerns that the traditional business models of these players will be threatened.

US inflation, Alibaba and Walmart earnings: what investors need to know this week

Apple Inc.

Tesla, Inc.

The U.S. and Taiwan have struck a sweeping trade deal with duty reductions and multi-billion dollar purchases of U.S. goods amid disputes over shifting semiconductor supply chains. In China, Xiaomi surpassed Tesla in sales for the first time. Apple shares suffered the second biggest collapse in its history after the publication of the delay of Siri update. About these and other topics - in our review of key events for the morning of February 13.

CBRE Group, Inc.

The iPhone was the only smartphone lineup to show sales growth in China in January. Shares of Chinese AI companies rose sharply after the releases of new models. These and other topics - in our review of key events by the morning of February 12.

Highlights for the morning: iPhone sales surge, xAI reorganization, China's AI companies on the rise

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?

Alphabet Inc.

Sony Group Corporation

HP Inc.

Dell Technologies Inc.

Acer Incorporated

ASUSTeK Computer Inc.

Silver collapsed after a speculative rally and tighter margin requirements. Alphabet shares sagged amid record plans to invest in AI infrastructure. These and other topics - in our review of key events by the morning of February 5.

Highlights for this morning: silver collapsed, PC makers ponder memory from China

Tencent Holdings Limited

Beijing has allowed shipments of the latest chips from US company Nvidia to Chinese customers for the first time since an initial ban. According to Reuters <a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">sources</a>, Beijing has for the first time approved major imports of Nvidia H200 chips for ByteDance, Alibaba and Tencent, allowing the country's top IT giants to purchase more than 400,000 semiconductors. Another<a href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/"> source</a> said the approvals come with restrictions, with one of the conditions being a requirement to purchase a certain proportion of domestic chips in conjunction with the H200.

Beijing has granted permission for Chinese companies to buy Nvidia's latest H200 chips

Anthropic has raised up to $15 billion at a company valuation of $350 billion amid explosive growth in AI businesses. SpaceX is considering an IPO in mid-2026 to raise up to $50 billion at a valuation of $1.5 trillion - potentially the largest offering in history. On these and other topics - in our review of key events for the morning of January 28.

Top story for the morning: Anthropic raises up to $15 billion, SpaceX prepares $1.5 trillion IPO

Nearly $17 billion was withdrawn from U.S. stocks in the week Trump threatened Europe with additional duties

Global funds recorded record outflows. Where are investors withdrawing money from?

According to the Financial Times, Nvidia was expecting more than 1 million orders from Chinese customers

China has ordered Alibaba and other tech companies to prepare orders for Nvidia chips

Rising demand for the yuan ahead of the Chinese New Year could strengthen the exchange rate in the coming weeks to 6.9 per dollar, according to Australia &amp; New Zealand Banking

China sets yuan exchange rate at highest level since 2023

Burberry Group plc

Compagnie Financiere Richemont SA

Sales of British luxury fashion house Burberry <a href="https://www.burberryplc.com/content/dam/burberryplc/corporate/documents/investors/results-reports/2026/Burberry%20Q3%20FY26%20Trading%20Update%20Press%20Release.pdf.downloadasset.pdf">increased</a> during the holiday period of late 2025-early 2026: buyers actively bought up the brand's signature plaid scarves and trench coats. Demand for Burberry goods was particularly strong in China, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-21/burberry-s-sales-rise-over-holidays-as-china-market-picks-up?sref=Y0jVLcFo">reported</a>, noting that the company's latest results have boosted investors' hopes for a recovery in the premium market. Shares of Burberry on January 21 during trading in London in the moment added about 6% - the maximum intraday growth since November 2025. Later, the securities slightly corrected, at the time of publication they are in the plus by 5.6%.