Tesla, Inc.

Alibaba Group Holding Limited

Starbucks Corporation

Blue Owl Capital Inc.

Microsoft Corporation

Rivian Automotive, Inc.

The Estee Lauder Companies 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: the market between war and diplomacy

Puig Brands SA

Ferrari N.V.

Rising oil prices, according to analysts' estimates, have raised the risk of recession in the US to 40% and could push inflation in the country to 5%. Automakers are recording supply disruptions and a slump in demand in the Middle East: Ferrari has started delivering supercars by airplanes, and the luxury sector has already lost $100 billion of capitalization. Against this background, OpenAI is preparing for an IPO, disclosing the risks of dependence on Microsoft, chip shortages and litigation, while Elon Musk's SpaceX may conduct the largest placement in history with a valuation of up to $1.75 trillion. The main events from March 23 to 27 - in our review.

Highlights of the week: US recession risks, SpaceX ambitions, war hits the luxury market

For Spanish Puig securities, today could be the best day in corporate history

Rabanne owner Rabanne's shares rose 15% on the back of a possible deal with Estée Lauder

Apollo Global Management, Inc.

Delta Air Lines, Inc.

Morning in New York: uncertainty persists

The merger could result in a $40 billion cosmetics giant

Estée Lauder shares collapsed after the FT reported a possible merger with Spain's Puig

The collapse of Estée Lauder's quotations after a weak forecast for fiscal year 2026 is seen by Citi analysts as a good entry point. The bank recommended buying the cosmetics company's shares on the downturn, pointing to signs of recovery in key markets.

Estée Lauder stock collapse presents a buying opportunity on the downturn - Citi

Shares of American cosmetics manufacturer Estée Lauder collapsed in trading on Thursday, February 5. At the moment, the company's capitalization collapsed by a quarter. This decline is the worst in its history, <a href="https://www.reuters.com/business/retail-consumer/estee-lauder-raises-annual-sales-forecast-2026-02-05/">notes</a> Reuters. Investors reacted to the signal of sluggish demand in the U.S. market, which continues to hamper business recovery and does not meet Wall Street expectations, the agency explains.

Estée Lauder is having its worst day ever: it's down 20% after a weak forecast

L'Oreal S.A.

Unilever PLC

Shiseido Company, Limited

Amorepacific Corporation

The popularity of decorative and care cosmetics among men is on the rise. It is especially noticeable in TikTok, wrote <a href="https://www.bloomberg.com/news/articles/2025-11-10/men-s-makeup-influencer-bach-buquen-could-lead-the-way-for-gen-z-bros?srnd=homepage-europe&amp;embedded-checkout=true">Bloomberg</a>.

The return of metrosexuals: which companies will capitalize on men's love of cosmetics

PepsiCo, Inc.

Atmos Energy Corporation

Regency Centers Corporation

Amid rising volatility in the stock market and cooling interest in technology stocks, investment bank analysts looked to companies with strong reporting and stable outlooks

Citi names Pepsi and 3 other defensive stocks to help weather volatility

The bank sees signs of business recovery and hopes for further improvement in Chinese market conditions