NVIDIA Corporation

RTX Corporation

Lockheed Martin Corporation

Halliburton Company

Occidental Petroleum Corporation

United Airlines Holdings, Inc.

Southwest Airlines Co.

Delta Air Lines, Inc.

Berkshire Hathaway Inc.

CoreWeave, Inc.

Block, 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: Middle East conflict in focus

Prior to Friday's collapse, Coreweave securities were up a third relative to the start of 2026

"Nvidia protégé CoreWeave widened its loss and gave a weak outlook. Shares plummeted

Cisco Systems, Inc.

Dell Technologies Inc.

Hewlett Packard Enterprise Company

In a note to clients, investment bank Evercore ISI highlighted details of Nvidia's report that it assesses have implications for a number of other companies, CNBC <a href="https://www.cnbc.com/2026/02/25/stock-market-today-live-updates.html">reports</a>.

Cisco, Dell, CoreWeave: Evercore names eight beneficiaries of Nvidia's strong report

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

Blue Owl Capital Inc.

The company, in which Nvidia invested, will release its quarterly earnings on Feb. 26

CoreWeave shares collapsed 8% because of a possible threat to its project. Is it worth buying them? 

Microsoft Corporation

Oracle Corporation

Any moves to strengthen OpenAI's position ahead of the IPO will be good news for companies dependent on its costs

OpenAI has hired the most sought-after AI developer. Which stocks will benefit from this?

Netflix, Inc.

Tesla, Inc.

Circle Internet Group

Cathie Wood's investments are spread across most key sectors, but their concentration in individual stocks remains extremely high

CoreWeave, Circle and Tesla: what stocks Cathie Wood bought and sold last quarter

Nvidia has invested an additional $2 billion in CoreWeave, a cloud services provider for developing and training AI models. With the help of this deal, Nvidia expects to accelerate the realization of plans to build more than 5 gigawatts of computing power for artificial intelligence by 2030, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-26/nvidia-invests-another-2-billion-in-coreweave-offers-new-chip">writes</a>.

Nvidia to invest another $2 billion in cloud services provider CoreWeave, its stock jumped

Uber Technologies, Inc.

Alphabet Inc.

Morning in New York: time to weigh the risks

Broadcom Inc.

A rise in the valuation of developer ChatGPT could push up quotes for a number of tech stocks

OpenAI is preparing to raise investment with a $750 billion valuation. Who will benefit?

Carvana Co.

Paramount Skydance Corporation

The Gap, Inc.

Morning in New York: employment statistics will set the vector for trades

Nebius Group N.V.

Investor Jim Chanos, who predicted the collapse of Enron, one of the largest US companies, during the dot-com bubble, has warned of the warning signs he sees in the artificial intelligence market. He worries that cloud services that rent out servers to power AI are racking up loans secured by Nvidia chips, with most lacking a sustainable business model and a clear trajectory to profitability. This makes debt repayment problematic.

Investor who predicted Enron's collapse warned of cloud services default risks