Oracle Corporation

For the first time in 15 years, Oracle was able to grow both revenue and profit by more than 20%

Revenue at Oracle's key division rose 84%. Shares soared 9%

Amazon.com, Inc.

Meta Platforms, Inc.

Alphabet Inc.

Investor demand for U.S. investment-grade bonds is four times the size of offerings this year

Amazon has launched the largest bond offering in history for the sake of spending on AI

Alibaba Group Holding Limited

NVIDIA Corporation

American Airlines Group Inc.

Investor and billionaire David Tepper has liquidated positions in U.S. regional banks, a sector he has been buying back during periods of market turbulence, Appaloosa Management's fourth-quarter 2025 <a href="https://13f.info/13f/000165645626000001-appaloosa-lp-q4-2025">report</a> showed. The investor also began taking money out of chip makers. Tepper used the freed-up capital to buy shares of Alphabet, Meta and troubled American Airlines. How his portfolio has changed - in this material.

Nvidia, Alibaba, American Airlines: how billionaire David Tepper's portfolio has changed

Advanced Micro Devices, Inc.

Meta is buying up processors from several of the biggest players in the market at once amid growing demand for AI technologies

Meta strikes 'multi-billion dollar' deal with Google to lease AI processors - media outlet

U.S. accounting rules are such that tech giants can hide tens of billions of dollars in lease obligations

Hyperscalers are hiding some debt in reporting, Moody's has found out. What are the risks of this?

Under the agreement, AMD will supply next-generation GPUs and chips for Helios data centers

AMD shares soared 12%. Meta will buy AI chips from it and may become its shareholder

Chipotle Mexican Grill, Inc.

Pershing Square Capital Management, an investment firm led by Bill Ackman, added another "Magnificent Seven" company to its portfolio last quarter, <a href="https://www.sec.gov/Archives/edgar/data/1336528/000117266126001091/0001172661-26-001091-index.html">according</a> to a report on Form 13F. At the same time, the investor completely exited a perennial favorite, the Chipotle Mexican Grill restaurant chain. How else the billionaire's portfolio has changed - in this material.

Meta, Amazon and Chipotle: how billionaire Bill Ackman's portfolio has changed

Intel Corporation

Arm Holdings plc

Nvidia's move to Arm architecture CPUs and the related deal with Meta could bring Intel serious problems, an analyst said

'Intel killer': analyst calls Nvidia and Meta deal a threat to oldest chipmaker

Taiwan Semiconductor Manufacturing Company Limited

The Goldman Sachs Group, Inc.

The billionaire has overhauled his strategy in BigTech, increasing his investments in Alphabet and Amazon and getting rid of Meta altogether  

Alphabet, Goldman Sachs and Brazil: how billionaire Druckenmiller's portfolio has changed

Airbus SE

The Boeing Company

SoftBank Corp.

Microsoft Corporation

OpenAI is preparing a record funding round, during which it may raise over $100 billion; the company's total valuation will eventually rise to $850 billion on the back of trillion-dollar investments in AI infrastructure. Meta is returning to wearable devices and intends to release its first smartwatch as early as this year. These and other topics - in our review of key events for the morning of February 19.

Highlights for the morning: OpenAI prepares a round over $100 billion, Meta returns to smartwatches

Palantir Technologies Inc.

Cathie Wood's flagship fund <a href="https://oninvest.com/article/glavnoe-k-utru-nvidia-vysla-iz-kapitala-arm-fond-keti-vud-v-zataznom-spade">is experiencing the</a> longest decline in its history, having lost more than 50% over the past five years. But Wood, famed for her optimistic vision of disruptive innovation, isn't giving up. In a new video podcast, she <a href="https://youtu.be/HiX6AxmF500?si=-TsKaIMQR-_E8vxX">revealed</a> that she doesn't share the market's fears about the AI sector. And while more conservative investors are reducing their positions in tech companies, the head of ARK Invest is using volatility to center her portfolio around the most promising assets.

"It's only 1996 on the market now": how does Cathie Wood invest in the "software apocalypse"?

Berkshire Hathaway Inc.

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.