NVIDIA Corporation

SoftBank Corp.

Microsoft Corporation

Amazon.com, Inc.

Nvidia is close to investing up to $30 billion in OpenAI at the startup's valuation of $730 billion - the new deal will replace the previous $100 billion framework agreement, which was never legally formalized, and will be part of OpenAI's funding round worth over $100 billion. Oil is holding near six-month highs after US President Donald Trump's ultimatum to Iran and America's largest military build-up in the Middle East since 2003. These and other topics are in our review of key events for the morning of February 20.

Morning Highlights: Nvidia to invest $30 billion in OpenAI, gold at $5000, oil at highs

Zoom Communications, Inc.

Alphabet Inc.

Cloudflare, Inc.

Datadog, Inc.

Snowflake Inc.

While the startup itself remains a private company for now, there are several indirect ways to invest in hopes of its success

How can investors capitalize on one of Anthropic's AI leaders? Bloomberg names 6 ways

Meta Platforms, Inc.

Airbus SE

The Boeing Company

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

Every 1% increase in U.S. stock market capitalization due to IPOs then leads to a subsequent 7.5% decline in quotations, the investment firm warned

Grantham's Perpetual Bear Fund: OpenAI and SpaceX IPOs threaten to crash US stock market

Pentagon 'renegotiates' relationship with developer Claude: startup opposes military use of AI

The Pentagon may cut ties with Anthropic. What's the risk?

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?

Netflix, Inc.

Warner Bros. Discovery, Inc.

Paramount Skydance Corporation

Alibaba Group Holding Limited

Alibaba shares led the selloff in China's technology sector after the Pentagon put some of the country's largest companies on a list of firms that promote the military. Warner Bros. Discovery is discussing a possible resumption of talks with Paramount amid a deal already signed with Netflix. The AI boom is triggering a structural shortage of DRAM memory, driving up prices and threatening the margins of tech giants. These and other topics are in our review of key events for the morning of February 16.

Main by morning: Pentagon crashes Alibaba stock, battle over Warner Bros. continues

AGI Inc

SOLV Energy

The leader of the Japanese market of QR-payments PayPay may in March hold in New York IPO for $2 billion, postponed due to the shutdown. The Clear Street broker canceled the listing at the last minute amid the "soft-apocalypse". The number of initial public offerings in the U.S. in 2026 will double and the amount of funds raised will quadruple, predicted Goldman Sachs. The main events on the IPO market for the week are in our selection.

PayPay listing in the U.S. and a new victim of the "soft-apocalypse": the main thing about the IPO by February 15

The release of Anthropic's new AI triggered a sell-off in the software developer's stock in early February, which then spread to other sectors of the economy as well

OpenAI competitor Anthropic has raised $30 billion in investment. It was valued at $380 billion

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?

Salesforce, Inc.

The scale of the selloff in software vendor stocks is perplexing to one of Wall Street's top "technobulls"

Wall Street's chief techno-optimist names 5 stocks to buy in the "soft-apocalypse"

Nasdaq, Inc.

Moody's Corporation

FactSet Research Systems Inc.

AI startup Anthropic, whose release of a lawyer automation tool <a href="https://oninvest.com/article/minus-pocti-1-trln-kapitalizacii-za-nedelu-tri-voprosa-o-soft-apokalipsise">triggered a </a>stock crash in software developers and data providers, on Feb. 5 unveiled Claude Opus 4.6, a model that can perform financial analysis and create spreadsheets, the company <a href="https://www.anthropic.com/news/claude-opus-4-6">said </a>in a blog post.

Open AI