Salesforce, Inc.

Salesforce will target $50 billion to buy back its shares from the market, deeming its current price low

Salesforce earnings beat expectations, but the stock fell 5%. What spooked investors?

NVIDIA Corporation

Amazon.com, Inc.

Nvidia reported record revenue of $68.1 billion last quarter thanks to the data center boom and forecasts up to $79.6 billion for the current period. The company finally received a U.S. license for limited shipments of its H200 artificial intelligence chips to China. And Amazon is discussing a major investment in developer ChatGPT. These and other topics - in the review of key events for the morning of February 26.

Top story for the morning: Nvidia beats forecasts, Amazon prepares up to $50 billion for OpenAI

Eli Lilly and Company

Novo Nordisk A/S

JPMorgan, Deutsche Bank and RBC Capital believe that pharmaceutical company Eli Lilly will be the main beneficiary of the rapidly growing market of GLP-1 weight loss drugs. Analysts point to the higher efficacy of its therapy compared to competitors, development of direct sales and potential expansion of insurance coverage.

Three investment banks named Eli Lilly as the leader in the weight loss drug race

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%

Citigroup Inc.

Visa Inc.

Microsoft Corporation

Bank of America Corporation

Mastercard Incorporated

Morgan Stanley strategists believe the excessive sell-off in stocks amid concerns around artificial intelligence is creating opportunities for "selective investors." The bank recommends looking for the next "AI market leaders" - fast-growing companies that could benefit from lower valuations and accelerating adoption of AI technology.

Morgan Stanley calls AI panic a chance for selective investors. What's his advice?

The world's most valuable company has published a report at a critical time for the US stock market as investors get nervous about the impact of AI 

Nvidia reported record earnings and promised better-than-expected growth. What about the stock

Circle Internet Group

Circle's profits jumped more than 3000% year-over-year

Stablecoin issuer USDC rose in price by a third. It protected investors from the "cryptozyme"

Whirlpool Corporation

Appaloosa, Tepper's hedge fund, significantly reduced its stake in Whirlpool late last year, yet it is still a top-10 position in its portfolio

David Tepper sends 'scathing' letter to Whirlpool, calls for changes

Despite its status as the world's most expensive company, the options market is laying Nvidia's post-report move of just 5.6% - the lowest in three years - on Nvidia shares

Lull before Nvidia: why the market expects minimal volatility from the chipmaker's shares

Europe's most valuable fintech startup Revolut is considering a new share sale in the second half of this year amid strong investor demand ahead of a possible IPO, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/revolut-weighs-share-sale-later-this-year-on-pre-ipo-demand">reported</a>, citing sources.

Revolut is preparing a new stock sale and is targeting a valuation of up to $150 billion before its IPO

The broad index of American stocks S&amp;P 500 and technological Nasdaq Composite reached their two-week highs during trading on February 25. The growth was provided by the securities of technology companies, which are popular ahead of the publication of the quarterly report of the most expensive company by market capitalization - Nvidia.

The S&amp;P 500 and Nasdaq hit two-week highs ahead of Nvidia's report

Taiwan Semiconductor Manufacturing Company Limited

Samsung Electronics Co., Ltd.

South Korean stock market has moved to the ninth place in the world in terms of capitalization, surpassing France and Germany, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-25/emerging-market-rally-builds-as-korea-tops-france-in-stock-ranks">writes</a>. The market was supported by another rise in shares of Asian IT companies, which also contributed to growth in other emerging markets, the agency notes.