Turkiye Garanti Bankasi A.S.

Akbank T.A.S.

Turkiye Is Bankasi A.S.

Yapi ve Kredi Bankasi A.S.

BIM Birlesik Magazalar A.S.

Migros Ticaret A.S.

Sok Marketler Ticaret A.S.

Turkcell Iletisim Hizmetleri A.S.

Turk Telekomunikasyon Anonim Sirketi

ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi

Eregli Demir ve Celik Fabrikalari T.A.S.

Ford Otomotiv Sanayi A.S.

Tofas Turk Otomobil Fabrikasi Anonim Sirketi

Since the beginning of the year, the key index of the Istanbul Stock Exchange BIST 100, reflecting the dynamics of shares of the hundred largest capitalization companies traded on this site, rose by more than 23%, the growth for the year amounted to 40%. Bloomberg wrote that by January 29 in dollar terms it had already set a growth record since 1997. Evgeny Shatov, partner of Capital Lab investment company, tells us what the reason for such a surge is and what risks an investor should be aware of.

Turkey's market is up 23% YTD: 17 stocks and 2 ETFs to invest in it

Kering SA

French luxury group Kering, which owns brands such as Gucci, Yves Saint Laurent, Bottega Veneta and Balenciaga, again reported a decline in sales last quarter. At the same time, it was less deep than analysts expected. At year-end, the company is also down 10%, but it expects a return to growth in 2026. The market took these results and forecasts positively: Kering shares rose sharply.

'This is not the year we wanted': Gucci owner reports sales slump, but shares soar

Americas Gold and Silver Corporation

Kingsgate Consolidated Limited

Gold Resource Corporation

One of the main beneficiaries of the 2025 gold rally was small-cap mining companies. The Small Cap Gold Miner Equal Weight Index, <a href="https://en.oninvest.com/article/gold-fever-small-cap-miners-surging-as-bullion-hits-record-highs">assembled</a>&nbsp;by analyst Aldiyar Anuarbekov specially for&nbsp;Oninvest&nbsp;and including 45 gold producers with market capitalizations of up to $2 billion (see the note on index composition below), soared&nbsp;202.5% in 2025. Meanwhile, the&nbsp;Small Cap Gold Miner Cap Weight Index&nbsp;skyrocketed 208.8% last year.&nbsp;Both indexes significantly outperformed both gold itself and even equities: the precious metal gained 64.5% – its best performance in 46 years – while the S&amp;P 500 added 16.4%.

Biggest small-cap winners from the 2025 gold rally and what to expect in 2026

BP p.l.c.

British oil giant BP will suspend its share buyback program to fully channel excess cash flow "to accelerate the strengthening" of the company's balance sheet, CNBC <a href="https://www.cnbc.com/2026/02/10/bp-earnings-q4-full-year-oil-energy.html">reports </a>. This is a signal of pressure from low oil prices, the channel said.

BP to suspend buyback. The money is needed to strengthen the balance sheet amid cheap oil

Amazon.com, Inc.

Alphabet Inc.

Microsoft Corporation

Taiwan Semiconductor Manufacturing Company Limited

Donald Trump's administration plans to exempt major IT companies, including Alphabet and Microsoft, from future duties on chip imports. Amazon is preparing to launch a marketplace with content for AI developers. About these and other topics - in our review of key events by the morning of February 10.

Highlights for this morning: Amazon prepares AI marketplace, SoftBank shares soar 10%

Bank of America and Goldman Sachs forecast further appreciation of the yuan against the dollar in 2026

The yuan has jumped to its highest since 2023. What does this have to do with the US government debt?

AppLovin Corporation

CapitalWatch says AppLovin's position on financial matters remains unchanged

The short seller apologized to AppLovin for the negative report. Shares jumped 13%

Intuit Inc.

Snowflake Inc.

The decline in quotations of companies from the software sector in early February created an attractive opportunity to buy shares of three companies - Snowflake, Microsoft and Intuit, says Jefferies. An analyst of the investment bank believes that the market's fears about artificial intelligence are now excessive.

Jefferies advised to buy 3 stocks after the "soft apocalypse". AI is not a threat to them

"Whoever signs the deal will no longer be present at the time of repayment," said KBRA analyst Gordon Kerr

Alphabet has decided to float the first 100-year bonds since the dot-com era

We should not exaggerate the significance of the dollar's fall over the past year: the U.S. currency is likely to retain its dominant position in the world, IMF chief Kristalina Georgieva said. In January, the value of the U.S. currency fell to its lowest level in almost four years, but partially recovered during the "soft-apocalypse" - the sell-off in technology stocks in early February.

IMF calls dollar's biggest drop since 2017 'short-term fluctuations'

The tech giant's current stock valuation is based only on the "wibe" around AI prospects, says Melius Research

Microsoft stock received its second downgrade in a week. What went wrong?

The Kroger Co.

US supermarket chain Kroger <a href="https://ir.kroger.com/news/news-details/2026/Kroger-Appoints-Greg-Foran-as-Chief-Executive-Officer/default.aspx">has appointed</a> Greg Foran, formerly head of Walmart's US division, as its new CEO. The decision puts an end to nearly a year of uncertainty about Kroger's leadership, Barron's <a href="https://www.barrons.com/articles/kroger-stock-price-new-ceo-cbc973e5?mod=RTA">points out</a>, recalling that the company's previous CEO resigned back in March 2025 - following an investigation that found his personal behavior inconsistent with Kroger's business ethics. Since then, the company has been led temporarily by Ron Sargent.