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"

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

Anglo American plc

Freeport-McMoRan Inc.

Antofagasta plc

The price of copper rose nearly 80% from its low in April 2025 to its peak in January 2026. This metal has been one of the beneficiaries of the AI boom. Its price may continue to rise. Independent analyst Mikhail Zavaraev discusses how investors can capitalize on this.

How an investor can capitalize on copper price growth 

lululemon athletica inc.

Online sales of the new Get Low range in North America have been temporarily suspended

Lululemon shares fall 6% due to leggings scandal. Why isn't the retailer believed?

GE Aerospace

Safran SA

Airbus SE

Visa Inc.

Microsoft Corporation

Moody's Corporation

Canadian Pacific Kansas City Limited

The son of a Jamaican auto mechanic and now billionaire is known as one of the most aggressive activist investors in the world

Chris Hong's TCI broke the record for profits among hedge funds. What did he capitalize on?

Over the past two years, average monthly trading volumes on the prediction market, where Polymarket and Kalshi platforms are the leaders, have grown 80 times. Wall Street companies have begun hiring traders to work with prediction markets. Critics of the booming sector say it's an easy opportunity for holders of nonpublic information to make money from insider trading. Defenders insist that such platforms fulfill the main function of the market - to allow a fair assessment of a particular event.

"The New Beast": how Wall Street is adapting to the booming prediction market

Apple Inc.

Alphabet Inc.

The company plans to move a key phase of the launch of its upper-end Pixel models to Vietnam, reducing its reliance on Chinese supply chains

Google to move premium smartphone development outside China - media outlet

Palantir Technologies Inc.

Citi Research raised its recommendation on the data analytics software maker's shares to "buy" - they are expected to grow even more despite a 135% gain last year

Palantir 'broke' all valuation models: Citi analyst expects them to grow by another 31%

Netflix, Inc.

Warner Bros. Discovery, Inc.

Shares of the streaming service have fallen 12% since Dec. 5 following the announcement of a possible deal with Warner Bros. Discovery

Analyst advises buying Netflix on drawdown. Are fears about Warner exaggerated?

Citigroup Inc.

That said, the S&amp;P 500 will still increase more than the global MSCI index, the bank believes

Citi predicted capital flight from U.S. equities and global markets to rise in 2026

Дэниел Айвз — один из самых «бычьих» аналитиков по акциям Apple — ожидает, что компания прояснит свою «невидимую стратегию в области ИИ» и сохранит Тима Кука на посту CEO


Аналитик Wedbush прогнозирует рост Apple на 35%. Какие факторы могут его обеспечить?


Oracle Corporation

Rising investment in AI and Oracle's troubles are spurring discussions about the Minsky moment, a tipping point where companies begin to run up debt without regard for common sense and eventually collapse. How close is the market to this point? Independent analyst Mikhail Zavaraev believes that the situation is far from being resolved, and the right strategy is more important than attempts to predict the moment of crisis onset.

The Minsky moment and the AI market: what's being overlooked in the bubble debate

Investments