Europe's most valuable fintech startup Revolut is considering a new share sale in the second half of this year amid strong investor demand ahead of a possible IPO, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/revolut-weighs-share-sale-later-this-year-on-pre-ipo-demand">reported</a>, citing sources.

Revolut is preparing a new stock sale and is targeting a valuation of up to $150 billion before its IPO

NVIDIA Corporation

The broad index of American stocks S&amp;P 500 and technological Nasdaq Composite reached their two-week highs during trading on February 25. The growth was provided by the securities of technology companies, which are popular ahead of the publication of the quarterly report of the most expensive company by market capitalization - Nvidia.

The S&amp;P 500 and Nasdaq hit two-week highs ahead of Nvidia's report

Taiwan Semiconductor Manufacturing Company Limited

Samsung Electronics Co., Ltd.

South Korean stock market has moved to the ninth place in the world in terms of capitalization, surpassing France and Germany, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/emerging-market-rally-builds-as-korea-tops-france-in-stock-ranks">writes</a>. The market was supported by another rise in shares of Asian IT companies, which also contributed to growth in other emerging markets, the agency notes.

South Korea's stock market outperforms France's - after $2.2 trillion rally

Blue Owl Capital Inc.

UBS predicts default rates in the private credit market to rise to 15% amid 'destabilization' due to AI

Failures due to AI: UBS warned of 'cascading defaults' in US private credit market

PicS N.V.

BofA Securities has <a href="https://www.cnbc.com/2026/02/24/tuesday-stocks-by-analyst-calls-like-nvidia.html">initiated</a>&nbsp;coverage of Brazilian fintech PicPay with a “buy” rating, less than a month after the company <a href="https://filemanager-cdn.mziq.com/published/f4269298-97ef-427d-ac29-04f9d6a6054a/590c0052-1dc9-410c-9c7d-0d8615ae5783_picpay_pricing_press_release.pdf">went public</a> in an IPO, listing on the Nasdaq. The company’s earnings per share is expected to grow at an average annual rate of 117% through 2028, with the main driver being an expansion of PicPay's loan portfolio, BofA <a href="https://www.investing.com/news/analyst-ratings/bofa-securities-initiates-picpay-stock-with-buy-rating-on-credit-growth-93CH-4521017">said</a>.

BofA is latest to initiate on Brazilian digital bank PicPay at 'buy'

Palantir Technologies Inc.

Lockheed Martin Corporation

Advanced Micro Devices, Inc.

Intel Corporation

Alphabet Inc.

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

BE Semiconductor Industries N.V.

Infineon Technologies AG

ASML Holding N.V.

STMicroelectronics N.V.

The list includes suppliers of chip printing and assembly equipment, a microelectronic component developer and a power electronics manufacturer

Analysts name four stocks in Europe to watch after Nvidia report

For a long time, Anthropic, whose CEO left OpenAI amid concerns that the AI startup was betting on commercialization and speed at the expense of security, was known as one of the most security-focused AI players out there

Anthropic shifts priorities: why is the startup lowering AI security standards?

The head of OpenAI is sure that even artificial superintelligence will not completely replace human labor

"I'm not a pessimist." Sam Altman on white-collar jobs, AI autocracy, and China's hegemony

Vir Biotechnology, Inc.

Shares of Vir Biotechnology, a small-cap developer of drugs for infectious diseases and cancer, <a href="https://finance.yahoo.com/quote/VIR/">soared</a>&nbsp;on Tuesday by almost 28% to reach their highest level in more than a year. The company provided a series of updates, which were described as amounting to a “<a href="https://investors.vir.bio/news/news-details/2026/Vir-Biotechnology-Provides-Corporate-Update-and-Reports-Fourth-Quarter-and-Full-Year-2025-Financial-Results/default.aspx">seminal moment</a>” for Vir. They include, among other things, a <a href="https://investors.vir.bio/news/news-details/2026/Astellas-and-Vir-Biotechnology-Announce-Global-Strategic-Collaboration-to-Advance-PSMA-targeting-PRO-XTEN-Dual-masked-T-Cell-Engager-VIR-5500-for-the-Treatment-of-Prostate-Cancer/default.aspx">partnership</a>&nbsp;with Japan’s Astellas worth up to $1.71 billion. Against this backdrop, several investment banks <a href="https://finance.yahoo.com/quote/VIR/">raised</a>&nbsp;their target prices for Vir stock.

'Seminal moment': Biotech Vir sees shares jump over 25% amid flurry of announcements

AS MADARA Cosmetics

The Baltic States – Lithuania, Latvia, and Estonia – are emerging from an economic downturn. According to the European Commission forecasts, the region is now entering a phase of moderate growth, with the key driver being a recovery in domestic demand. Against this backdrop, Baltic companies, whose shares are illiquid but which are stable in terms of fundamentals, can offer a risk premium in a segment that remains off large investors' radar and lacks broad analytical coverage. Marius Varneckas, head of Freedom24 in Lithuania, argues that this is creating attractive entry points for investors in 2026.

Freedom24-Lithuania head shares Baltic small-cap stocks and sectors with 2026 upside

PayPal Holdings, Inc.

Novo Nordisk A/S

First Solar, Inc.

The Home Depot, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Iran