Amazon.com, Inc.

Alphabet Inc.

Microsoft Corporation

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%

Bank of America and Goldman Sachs forecast further appreciation of the yuan against the dollar in 2026

The yuan has jumped to its highest since 2023. What does this have to do with the US government debt?

AppLovin Corporation

CapitalWatch says AppLovin's position on financial matters remains unchanged

The short seller apologized to AppLovin for the negative report. Shares jumped 13%

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

"Whoever signs the deal will no longer be present at the time of repayment," said KBRA analyst Gordon Kerr

Alphabet has decided to float the first 100-year bonds since the dot-com era

We should not exaggerate the significance of the dollar's fall over the past year: the U.S. currency is likely to retain its dominant position in the world, IMF chief Kristalina Georgieva said. In January, the value of the U.S. currency fell to its lowest level in almost four years, but partially recovered during the "soft-apocalypse" - the sell-off in technology stocks in early February.

IMF calls dollar's biggest drop since 2017 'short-term fluctuations'

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

Microsoft stock received its second downgrade in a week. What went wrong?

The Kroger Co.

US supermarket chain Kroger <a href="https://ir.kroger.com/news/news-details/2026/Kroger-Appoints-Greg-Foran-as-Chief-Executive-Officer/default.aspx">has appointed</a> Greg Foran, formerly head of Walmart's US division, as its new CEO. The decision puts an end to nearly a year of uncertainty about Kroger's leadership, Barron's <a href="https://www.barrons.com/articles/kroger-stock-price-new-ceo-cbc973e5?mod=RTA">points out</a>, recalling that the company's previous CEO resigned back in March 2025 - following an investigation that found his personal behavior inconsistent with Kroger's business ethics. Since then, the company has been led temporarily by Ron Sargent.

Kroger names former top Walmart executive as new CEO. Shares rise

Kyndryl Holdings, Inc.

The company identified "weaknesses" during an accounting audit that resulted in the loss of their positions as Kyndryl's CFO and legal counsel

Kyndryl spun off from IBM folded in half in a day: shares collapsed on accounting review

Oracle Corporation

The investment, which is being raised by developer ChatGPT, "will be the catalyst for the outperformance of the stock" of OpenAI Partners, according to analyst DA Davidson

Analyst advised to buy Oracle stock: partnership with OpenAI no longer a risk?

Samsung Electronics Co., Ltd.

Micron Technology, Inc.

SK hynix Inc.

Analysts expect Micron to maintain a memory market share of 20-25%

Samsung shares jump after announcing new memory chips. Why did Micron shares fall?

Freedom Holdings Corp.

Kazakhstan-based financial company to be listed on Nasdaq from 2019

Oil