Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Netflix, Inc.

After the Warner Bros. board of directors rejected Paramount twice in the past three months in favor of the Netflix deal

Warner Bros. has given Paramount a week to make a "best and final" takeover offer

Micron Technology, Inc.

NVIDIA Corporation

Broadcom Inc.

The company is building mega-factories in New York and Idaho to reduce the technology gap between memory chips and AI infrastructure

Micron is taking over the US: chipmaker to invest $150 billion in factories due to AI memory shortage

Century Aluminum Company

Freedom Broker is opening a short-term trade idea on mid-cap aluminum producer Century Aluminum, expecting the stock to gain about 13% over the next two months. The call is based on what the analysts describe as the company’s unique position as a domestic producer of primary aluminum, benefitting from Trump's trade policy and tariff protection.

Freedom short-term trade idea: Buy Century Aluminum as beneficiary of Trump policies

Uber Technologies, Inc.

Lyft, Inc.

Alphabet Inc.

Tesla, Inc.

Amazon.com, Inc.

Baidu, Inc.

Pony AI Inc.

Digital mobility platforms Uber and Lyft, which recently successfully disrupted the traditional cab market with new technologies, are now under pressure themselves. The value of their shares is declining - investors fear that the emergence of fully autonomous robot cabs will make past innovation leaders obsolete.

Breaking down the disruptors: how robotaxis are breaking the Uber economy

BHP Group Limited

Wheaton Precious Metals Corp.

The Walt Disney Company

Apple Inc.

Tri Pointe Homes, Inc.

Solaris Energy Infrastructure, Inc.

Coinbase Global, Inc.

Pinterest, Inc.

Expedia Group, 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: quotes are looking downward

Walmart Inc.

Exxon Mobil Corporation

Johnson & Johnson

Microsoft Corporation

Investment capital is flowing into chip manufacturing, retail and oil companies

Microsoft and Amazon stocks have lost nearly $1 trillion in capitalization. Where are investors going?

Newmont Corporation

Barrick Mining Corporation

Dell Technologies Inc.

Bridgewater Associates, a hedge fund founded by Ray Dalio, said in a fourth-quarter 2025 <a href="https://www.sec.gov/cgi-bin/browse-edgar?CIK=0001350694">report</a> that it increased its stake in Nvidia as the market debated the overheating of the tech sector. At the same time, Bridgewater bought shares of gold mining giants Newmont and Barrick Mining Corp. amid rising precious metals prices. What other deals did the fund, which now operates without the participation of its founder, make?

Nvidia, gold and Dell: what the Dalio-founded fund bet on in the midst of the bubble controversy

Union Pacific Corporation

Meta Platforms, Inc.

Equinix, Inc.

CrowdStrike Holdings, Inc.

Last week was the worst week for the S&amp;P 500 since November 2025, losing 1.39% in five days, the Nasdaq Composite was down 2.1% and the Dow Jones was down 1.23%. In February, one of the reasons for the storm in the markets was a reassessment of the prospects of entire industries because of the development of AI. For investors, it's now a technology that must actually prove its ability to be profitable. What should they bet on now?

The market has experienced a wave of selling because of AI. Who will benefit from companies' revised valuations?

The world's largest mining company is focusing on copper mining instead of cheaper iron ore

BHP's top earnings item for the first time was copper due to AI. The stock jumped to a record high

Spotify Technology S.A.

Alibaba Group Holding Limited

Danaher Corporation

Masimo Corporation

Medical company Danaher is preparing a $10 billion deal to buy Masimo, strengthening its position in the fast-growing medical monitoring market. Elon Musk's SpaceX and xAI are participating in the Pentagon's competition to create voice-controlled autonomous drone swarms, bringing them into a new, more sensitive field of AI weapons. On these and other topics - in our roundup of key developments for the morning of February 17.

Main by morning: Apple competes with YouTube and Spotify, Alibaba has a new AI model

Molina Healthcare, Inc.

Willis Towers Watson Public Limited Company

Fiserv, Inc.

Dollar General Corporation

Herbalife Ltd.

Billionaire Seth Klarman's investment company has noticeably shifted its focus to retail and healthcare in the fourth quarter of 2025, sacrificing stakes in the technology and construction sectors. According to the 13F report, Baupost Group's fund conducted a major capital rotation: the investor revamped the composition of the fund's largest positions, betting on new favorites and redistributing weights among key assets.

Amazon, Google and Herbalife: billionaire Seth Klarman revealed last quarter's deals

Pentagon 'renegotiates' relationship with developer Claude: startup opposes military use of AI

The Pentagon may cut ties with Anthropic. What's the risk?

Donald Trump