The Boeing Company

Microsoft Corporation

Best Buy Co., Inc.

Burlington Stores, Inc.

Regency Centers Corporation

The list of shares-favorites JPMorgan for February 2026 was replenished with the securities of the owner and operator of industrial real estate from the U.S. First Industrial Realty Trust. At the same time, analysts excluded from their top list of ideas a number of retailers and a real estate investment fund, CNBC <a href="https://www.cnbc.com/2026/02/03/jpmorgans-favorite-stocks-for-february.html">writes</a>.

JPMorgan has updated its list of favorites for February. Who are the analysts betting on?

Microsoft shares haven't looked as cheap for eight years as they do now, argue Matrix Asset Advisors

'Best bet on AI': Piper Sandler urged clients to buy back Microsoft after collapse

Tesla, Inc.

Visa Inc.

Exxon Mobil Corporation

Only 12 companies in the U.S. have a market capitalization greater than Musk's fortune

Musk's fortune surpasses $850 billion for the first time since the deal between SpaceX and xAI - Forbes

Core inflation excluding food and energy prices was the lowest since October 2021

Eurozone inflation slowed to its lowest in more than a year. What to expect from the ECB?

MediaTek Inc.

NVIDIA Corporation

Nvidia's Taiwanese partner in the AI supercomputer project has been forced to increase costs due to increased pressure on the supply chain - and will now "adjust" its prices

Nvidia partner announces price hike amid increased workload due to AI boom

Advanced Micro Devices, Inc.

Alphabet Inc.

Novo Nordisk A/S

PayPal Holdings, Inc.

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., 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: investors in search of a foothold

"One more correction and I'll be buying," says George Efstathopoulos

Fidelity manager who sold gold before the collapse is ready to buy it again

Veradermics, Incorporated

The Company has listed on the NYSE under the ticker MANE

Veradermics IPO: biopharma company goes public - it's cooking up a baldness pill

Salesforce, Inc.

Adobe Inc.

The market is gripped by fear that plug-ins from Anthropic will displace traditional enterprise software

Threat from new AI tools wiped out $300 billion of capitalization in a day

In less than a week, the cryptocurrency market lost $467.6 billion - bitcoin fell the most, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-04/bitcoin-led-crypto-rout-erases-nearly-half-a-trillion-in-a-week">reported</a>. Expectations that bitcoin would become "digital gold" after US President Donald Trump promised to ease regulation have not materialized. But further liberalization of the market carries a new threat. Nouriel Roubini, professor emeritus at New York University's Stern School of Business, writes about this in a piece for Project Syndicate.

Nouriel Roubini warns of a new risk maturing in the cryptocurrency market

UBS Group AG

Nintendo Co., Ltd.

The US ended a brief shutdown after America's President Donald Trump signed legislation to fund the government, but disputes over immigration and the Department of Homeland Security budget remain ahead. UBS reported better-than-expected earnings but showed a weaker-than-expected quarter amid the complex integration of Credit Suisse. On these and other topics - in our review of key events for the morning of February 4.