Oracle Corporation

Investment bank Oppenheimer advised to seize the opportunity and buy shares of software developer and owner of cloud storage Oracle. The analyst believes that the recent sharp fall in the company's quotations has formed an attractive ratio of risk and potential returns for investors.

Oppenheimer recommended buying Oracle stock on the downturn. Why he expects them to grow by 25%

Meta Platforms, Inc.

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?

Microsoft 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?

Cloudflare, Inc.

CrowdStrike Holdings, 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

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?

NVIDIA Corporation

Caterpillar Inc.

Broadcom Inc.

Palantir Technologies Inc.

The bull market is not dead, but aging, according to investment firm Bellwether Wealth

The Dow Jones broke the 50,000-point mark for the first time. The market rebounded after the sell-off

AppLovin Corporation

Workday, Inc.

Coinbase Global, Inc.

Intuit Inc.

The fortunes of American billionaires whose companies earn money from software development have fallen by at least $62 billion this year, Bloomberg has <a href="https://www.bloomberg.com/news/articles/2026-02-04/software-billionaires-drop-62-billion-in-ai-driven-stock-slump">calculated</a>. The sector is experiencing a massive sell-off as investors fear that the penetration of AI will wipe out the prospects of traditional software.

Billionaires have lost more than $60 billion since the beginning of the year due to the collapse of software developers

Alphabet Inc.

Ford Motor Company

Exxon Mobil Corporation

Chevron Corporation

Verizon Communications Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: investors fleeing risk

Alibaba Group Holding Limited

Oracle is preparing a large-scale capital raise to build data centers to meet the demand from its largest customers, and Alibaba and its competitors are rolling out multi-billion dollar campaigns to promote AI applications in China. About these and other topics - in our review of key events by the morning of February 2.

Top story for the morning: Oracle to raise up to $50 billion, gold and silver continue to fall

Oracle Corp. shares are down more than 50% from last year's all-time high. Investors, concerned about the huge spending on artificial intelligence and the investment cycle within the AI sector, are selling their shares.

Oracle's capitalization has halved from its 2025 peak. Are investors turning away?

The company is ramping up its debt load to deploy AI power for OpenAI, but it's worrying investors 

Oracle bondholders sue the company over the securities' depreciation

The iconic shortstop explained why he's betting against Nvidia but not shorting Meta and Alphabet, and also named his new target 