NVIDIA Corporation

Arm Holdings plc

Meta Platforms, Inc.

Berkshire Hathaway Inc.

Microsoft Corporation

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.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

CrowdStrike Holdings, Inc.

Carvana Co.

Spotify Technology S.A.

Affirm Holdings, Inc.

One of the securities on the list has lost 30% of its value over the past month

JPMorgan picks "undervalued" stocks for which AI is not a threat

Walmart Inc.

Exxon Mobil Corporation

Johnson & Johnson

Amazon.com, Inc.

Investment capital is flowing into chip manufacturing, retail and oil companies

Microsoft and Amazon stocks have lost nearly $1 trillion in capitalization. Where are investors going?

Oracle Corporation

CoreWeave, Inc.

Any moves to strengthen OpenAI's position ahead of the IPO will be good news for companies dependent on its costs

OpenAI has hired the most sought-after AI developer. Which stocks will benefit from this?

SAP SE

Adobe Inc.

ServiceNow, Inc.

HubSpot, Inc.

Technology fund Polar Capital sold SAP and Adobe before the "software apocalypse". Which stocks does it prefer to hold now?

AI has posed an "existential threat" to software developers. How does a top 1% fund invest?

Cloudflare, Inc.

Palo Alto Networks, Inc.

Salesforce, Inc.

The Bank presented a ready-made portfolio with long and short positions

Goldman offered stocks to protect against the "soft-apocalypse." They are growing faster than the S&amp;P 500

Nebius Group N.V.

Nebius Group, a provider of cloud computing for AI by Yandex founder Arkady Volozh, <a href="https://oninvest.com/article/ii-kompania-nebius-voloza-narastila-vyrucku-pocti-v-6-raz-za-god">reported</a> a sharp increase in revenue and capital expenditures in the fourth quarter on February 12. After the publication of the statements, the company's management held a conference call to answer questions from analysts and investors. Oninvest selected some of them.

AI demand, chip shortages and Tavily: four Nebius questions from investors and analysts

Alphabet Inc.

Forced business model shifts in the race for AI leadership are robbing tech giants of their previous investment appeal

Amazon stock has entered a bear market phase. Which Magnificent 7 is next in line?

Zscaler, Inc.

JPMorgan suggested the three software developer stocks it considers most resilient to the threat of AI

UBS downgraded the U.S. technology sector. Sell or buy shares?

Taiwan Semiconductor Manufacturing Company Limited

Donald Trump's administration plans to exempt major IT companies, including Alphabet and Microsoft, from future duties on chip imports. Amazon is preparing to launch a marketplace with content for AI developers. About these and other topics - in our review of key events by the morning of February 10.

Highlights for this morning: Amazon prepares AI marketplace, SoftBank shares soar 10%

Intuit Inc.

Snowflake Inc.

The decline in quotations of companies from the software sector in early February created an attractive opportunity to buy shares of three companies - Snowflake, Microsoft and Intuit, says Jefferies. An analyst of the investment bank believes that the market's fears about artificial intelligence are now excessive.

Jefferies advised to buy 3 stocks after the "soft apocalypse". AI is not a threat to them

The tech giant's current stock valuation is based only on the "wibe" around AI prospects, says Melius Research