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

Advanced Micro Devices, Inc.

Meta Platforms' multibillion-dollar bet on Nvidia chips has triggered a selloff in the securities of rivals of the main beneficiary of the AI boom

Nvidia will sell millions of chips to Meta. For which companies was this bad news? 

Apple Inc.

The iPhone maker is working on three new devices

Apple is accelerating the development of AI gadgets, Bloomberg has learned. What is the company preparing?

Amazon.com, Inc.

Tesla, Inc.

Samsung Electronics Co., Ltd.

Taiwan Semiconductor Manufacturing Company Limited

Self-driving cars will be at the head of the trend

Robot market could grow to $1 trillion, says Barclays. Which stocks does it choose?

Chevron Corporation

Domino's Pizza, Inc.

Chubb Limited

The company got rid of 80% of the Amazon shares it owned

Apple, NYT, Chevron: what Berkshire bought and sold in Buffett's last quarter

Norwegian Cruise Line Holdings Ltd.

Carnival Corporation & plc

Royal Caribbean Cruises Ltd.

The Elliott Fund, known for successfully transforming Southwest Airlines, has become one of Norwegian's largest shareholders

Norwegian shares soar: activist investor wants to pull cruise player out of crisis

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

Figma

Figma has partnered with startup Anthropic. They will turn AI code into design

TOTO LTD.

Activist investor Palliser Capital expects 55% growth from the securities of Japan's largest toilet bowl manufacturer Toto on the back of AI development

'An underrated player': why did an activist deem a toilet bowl manufacturer a beneficiary of AI?

MNTN, Inc.

Braze, Inc.

PAR Technology Corporation

TipRanks contributor Kirti Tak has <a href="https://www.tipranks.com/news/3-small-cap-strong-buy-stocks-with-big-upside-in-2026-according-to-analysts-4">highlighted</a>&nbsp;three "strong buy" small caps investors should watch. All have declined year to date, yet Wall Street sees more than 95% upside in each.

TipRanks flags three 'strong buy' small caps with 95% upside in 2026

Iran on Tuesday, February 17, partially blocked the Strait of Hormuz - strategically important for the world's oil supplies - for "security purposes" in connection with military exercises of the Islamic Revolutionary Guard Corps, CNBC <a href="https://www.cnbc.com/2026/02/17/iran-us-strait-of-hormuz-oil-nuclear-talks-geneva.html">reported</a> citing the country's state television.

Iran has partially blocked the world's most important oil corridor. What about oil prices?

Alphabet Inc.

There is a strange paradox going on in the American market right now: we are in the epicenter of a technological breakthrough, but the indices are feverish. Moreover, sectors that are as far away from neural networks as possible are falling "in company" with bigtech. It seems that we are witnessing a phase of hard sobering, <a href="https://www.facebook.com/share/p/1854MtaRBw/?mibextid=wwXIfr">writes</a> German Kaplun, co-founder and strategy director of TMT investments, on his Facebook page.

Oil