Salesforce, Inc.

ServiceNow, Inc.

SAP SE

Dassault Systemes SE

Tata Consultancy Services Limited

Infosys Limited

Experian plc

London Stock Exchange Group plc

Blackstone Inc.

KKR & Co. Inc.

Blue Owl Capital Inc.

The Charles Schwab Corporation

Raymond James Financial, Inc.

CBRE Group, Inc.

Jones Lang LaSalle Incorporated

In February, one market crash after another occurred in several sectors whose business model threatens to be undermined by AI, from software makers to wealth managers. "It's certainly a case of shoot first and ask questions later," Kerry Craig, global market strategist at JPMorgan Asset Management, <a href="https://www.bloomberg.com/news/videos/2026-02-11/jpmorgan-s-craig-on-trading-opportunities-in-ai-selloff-video">told</a> Bloomberg TV. Are the market's fears fair?

In February, stocks collapsed in several sectors at once. Investors traded "on fears of AI"

In one week, a new AI tool from Anthropic to automate clerks' work, <a href="https://oninvest.com/article/anthropic-i-openai-vypustili-obnovlenia-v-razgar-rasprodazi-na-rynke-eto-novyj-udar">led to</a> a big sell-off on Wall Street in several industries at once. Investors fear that the new AI capabilities could jeopardize traditional business models. Analysts from New Street Research believe that the fall in markets is due not so much to objective factors as to anxiety. In psychology, particularly cognitive-behavioral psychology, experts describe four rules by which an anxious person lives. In investments, they turn us from analysts into indecisive people or even panickers. Psychologist Mikhail Tegin explains how these mechanisms work on the stock market and how to turn them to your advantage.

Four rules of anxiety: how to stop fearing the AI apocalypse and not expect the worst

Amazon.com, Inc.

Morgan Stanley

Netflix, Inc.

Amazon's stock drop was the longest in nearly 20 years

S&amp;P 500 posted its worst week since November: statisticians faced with AI fears

Pinterest, Inc.

Meta Platforms, Inc.

Alphabet Inc.

Internet platform unexpectedly found itself hit by trade duties

Pinterest shares fall to 6-year low after report. Analysts downgrade

Microsoft Corporation

Oracle Corporation

Cloudflare, Inc.

CrowdStrike Holdings, Inc.

Palo Alto Networks, Inc.

The Bank presented a ready-made portfolio with long and short positions

Goldman offered stocks to protect against the "soft-apocalypse." They are growing faster than the S&amp;P 500

Revolut, according to the agency, is preparing a platform for private equity investments

Revolut may offer investors in Europe access to Apollo funds - Bloomberg

Rivian Automotive, Inc.

After a tough year for the electric car industry, electric car maker Rivian Automotive <a href="https://rivian.com/newsroom/article/rivian-releases-fourth-quarter-full-year-2025-financial-results">reported</a> results for the fourth quarter of 2025 that exceeded Wall Street expectations. The company also recorded an annual gross profit for the first time in its history - an important milestone after several years of steady losses, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-12/rivian-warns-losses-to-persist-ahead-of-next-generation-ev-debut">notes</a>.

Competitor Tesla has hit its first annual gross profit for the first time. Shares jumped 25%

Gold is displacing US government bonds and becoming a key global reserve asset, says David Einhorn, founder of Greenlight Capital. According to the investor, irrational fiscal policy of Washington and overheated stock market deprive traditional instruments of fundamental support. Under these conditions, the investor chooses precious metals and bets on aggressive rate cuts by the Fed - a scenario that the market is still underestimating.

Reserve asset #1: why does David Einhorn favor gold over Treasuries?

Coinbase Global, Inc.

Bitcoin also traded in the plus for the first time in the last five sessions in trading on Feb. 13

Coinbase shares jump 16% despite loss report. Has the crypto market reached the bottom?

The boom of memcoins, many of which collapsed, leaving their investors with nothing, increased market participants' doubts about the effectiveness of investing in cryptoassets and, in the end, became one of the key reasons for the current "cryptozyme", believes the head of investment company Gerber Kawasaki Wealth &amp; Investment Management Ross Gerber, <a href="https://markets.businessinsider.com/news/stocks/bitcoin-donald-trump-meme-coins-crypto-market-investing-btc-wlfi-2026-2">writes</a> Business Insider. It was the ecosystem of tokens promoted by celebrities, including, for example, US President Donald Trump, that triggered the outflow of capital from the digital asset market, the investor believes.

Ross Gerber blamed Trump and memcoins for 'cryptozyme'. Will bitcoin recover?

Palantir Technologies Inc.

The iconic shortstop examined Palantir's business model and concluded that the $375 billion market valuation was out of step with financial and technological realities

A naked king in an AI world: why Michael Burry doesn't believe in Palantir

Consumer Price Index (CPI), which reflects the dynamics of the cost of goods and services in the U.S. economy, in January <a href="https://www.bls.gov/news.release/pdf/cpi.pdf">rose </a>by 2.4% year-on-year and 0.2% relative to the previous month. This is below the consensus forecast of Dow Jones, which suggested growth of 2.5% and 0.3%, respectively, <a href="https://www.cnbc.com/2026/02/12/the-january-cpi-inflation-report-is-due-out-friday-morning-heres-what-its-expected-to-show.html">writes</a> CNBC.