Citigroup Inc.

Visa Inc.

Microsoft Corporation

Bank of America Corporation

Mastercard Incorporated

Morgan Stanley strategists believe the excessive sell-off in stocks amid concerns around artificial intelligence is creating opportunities for "selective investors." The bank recommends looking for the next "AI market leaders" - fast-growing companies that could benefit from lower valuations and accelerating adoption of AI technology.

Morgan Stanley calls AI panic a chance for selective investors. What's his advice?

NVIDIA Corporation

The world's most valuable company has published a report at a critical time for the US stock market as investors get nervous about the impact of AI 

Nvidia reported record earnings and promised better-than-expected growth. What about the stock

Circle Internet Group

Circle's profits jumped more than 3000% year-over-year

Stablecoin issuer USDC rose in price by a third. It protected investors from the "cryptozyme"

Whirlpool Corporation

Appaloosa, Tepper's hedge fund, significantly reduced its stake in Whirlpool late last year, yet it is still a top-10 position in its portfolio

David Tepper sends 'scathing' letter to Whirlpool, calls for changes

Despite its status as the world's most expensive company, the options market is laying Nvidia's post-report move of just 5.6% - the lowest in three years - on Nvidia shares

Lull before Nvidia: why the market expects minimal volatility from the chipmaker's shares

Europe's most valuable fintech startup Revolut is considering a new share sale in the second half of this year amid strong investor demand ahead of a possible IPO, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/revolut-weighs-share-sale-later-this-year-on-pre-ipo-demand">reported</a>, citing sources.

Revolut is preparing a new stock sale and is targeting a valuation of up to $150 billion before its IPO

The broad index of American stocks S&amp;P 500 and technological Nasdaq Composite reached their two-week highs during trading on February 25. The growth was provided by the securities of technology companies, which are popular ahead of the publication of the quarterly report of the most expensive company by market capitalization - Nvidia.

The S&amp;P 500 and Nasdaq hit two-week highs ahead of Nvidia's report

Taiwan Semiconductor Manufacturing Company Limited

Samsung Electronics Co., Ltd.

South Korean stock market has moved to the ninth place in the world in terms of capitalization, surpassing France and Germany, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/emerging-market-rally-builds-as-korea-tops-france-in-stock-ranks">writes</a>. The market was supported by another rise in shares of Asian IT companies, which also contributed to growth in other emerging markets, the agency notes.

South Korea's stock market outperforms France's - after $2.2 trillion rally

Blue Owl Capital Inc.

UBS predicts default rates in the private credit market to rise to 15% amid 'destabilization' due to AI

Failures due to AI: UBS warned of 'cascading defaults' in US private credit market

PicS N.V.

BofA Securities has <a href="https://www.cnbc.com/2026/02/24/tuesday-stocks-by-analyst-calls-like-nvidia.html">initiated</a>&nbsp;coverage of Brazilian fintech PicPay with a “buy” rating, less than a month after the company <a href="https://filemanager-cdn.mziq.com/published/f4269298-97ef-427d-ac29-04f9d6a6054a/590c0052-1dc9-410c-9c7d-0d8615ae5783_picpay_pricing_press_release.pdf">went public</a> in an IPO, listing on the Nasdaq. The company’s earnings per share is expected to grow at an average annual rate of 117% through 2028, with the main driver being an expansion of PicPay's loan portfolio, BofA <a href="https://www.investing.com/news/analyst-ratings/bofa-securities-initiates-picpay-stock-with-buy-rating-on-credit-growth-93CH-4521017">said</a>.

BofA is latest to initiate on Brazilian digital bank PicPay at 'buy'

Palantir Technologies Inc.

Lockheed Martin Corporation

Advanced Micro Devices, Inc.

Intel Corporation

Alphabet Inc.

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

BE Semiconductor Industries N.V.

Infineon Technologies AG

ASML Holding N.V.

STMicroelectronics N.V.

The list includes suppliers of chip printing and assembly equipment, a microelectronic component developer and a power electronics manufacturer

Donald Trump