The momentum has spread to the derivatives market as well

Retail investors bought back shares of software developers at a record pace on the downturn

Iran is rushing to prepare for war in case talks fail, WSJ writes

Oil up 5%: Vance says Iran unwilling to concede, admits use of force

Nebius Group N.V.

American investment company Compass Point has started covering shares of cloud provider Nebius Group, which is headed by Yandex co-founder Arkady Volozh. Compass analysts gave it a "buy" recommendation and a target price of $150, CNBC <a href="https://www.cnbc.com/2026/02/18/buy-this-ai-infrastructure-stock-that-has-doubled-in-the-past-year-says-compass-point.html">writes,</a> suggesting a potential upside of 54% from the last close.

Volozh's AI company Nebius has another bull. He expects the stock to rise 54%

The Boeing Company

Robinhood Markets, Inc.

Due to fear of AI's disruptive impact, investors may funnel money into defensive stocks

The market is expecting an influx of $150 billion from tax refunds. Which stocks will benefit?

The New York Times Company

Shares of The New York Times media corporation jumped 1.1% in opening trading on Feb. 18 to an all-time high after Berkshire Hathaway <a href="https://oninvest.com/article/apple-nyt-chevron-cto-kupila-i-prodala-berkshire-v-poslednem-kvartale-baffeta">disclosed</a> its stake in the company while reporting fourth-quarter deals, the last under Warren Buffett.

NY Times shares hit record after Berkshire stake disclosure. Are they worth buying?

BAE Systems plc

Volkswagen AG

Siemens Limited

Amid capital outflows from the US, the bank is building up positions in Europe, Japan and emerging markets

JPMorgan booked gains on defense stocks and named new favorites

Oil prices jumped 3% on Wednesday amid heightened tensions between the United States and Iran and the abrupt end of Russian-Ukrainian talks in Geneva just two hours after they began, Reuters <a href="https://www.reuters.com/business/energy/oil-prices-lose-ground-hopes-de-escalation-us-iran-tensions-2026-02-18/">reported</a>. Iran has temporarily blocked part of the Strait of Hormuz, a critical oil supply route - according to the official version, because of the Islamic Revolutionary Guard Corps exercises. On Thursday, February 19, Iran and Russia <a href="https://www.cnbc.com/2026/02/18/oil-prices-fall-slightly-on-hopes-of-de-escalation-from-us-iran-talks-.html">will conduct</a> joint exercises in the Sea of Oman and the northern part of the Indian Ocean. While the market is pricing in the risk of a closure of the Strait of Hormuz and a new wave of escalation, India - one of the biggest buyers of Russian oil - is cutting its imports to their lowest levels since 2022 and turning back to Middle Eastern suppliers, Reuters sources <a href="https://finance.yahoo.com/news/russian-share-indias-january-oil-142727785.html">said</a>. Against the backdrop of these shifts, an uncomfortable question arises: how marketable the Urals price and its discount to Brent remains, if the largest buyer of this oil is linked to its seller. Oil industry expert Sergey Vakulenko <a href="https://www.facebook.com/story.php?story_fbid=25875782032030536&amp;id=100000762787435&amp;mibextid=wwXIfr&amp;rdid=gYshXuyY1DeOOMIo#">wrote a</a> great breakdown on his Facebook page, we publish it in full here

Who sets the Urals price in India - and what does Rosneft have to do with it?

Apple Inc.

The market is taking the launch timing of the updated Siri as an indicator of Apple's ability to realize its AI strategy

"Soap opera" wraps up: why Wedbush thinks Apple's sell-off is unjustified

While some analysts are predicting the precious metal to rise to $6,000 an ounce, others are warning investors of a period of prolonged volatility

Gold at $6000? Analysts argue about the precious metal's future after its record rally

ZIM Integrated Shipping Services Ltd.

Hapag-Lloyd Aktiengesellschaft

Shares of Israel's&nbsp;<a href="https://finance.yahoo.com/quote/ZIM/">ZIM Integrated Shipping Services</a>, listed in New York, soared Tuesday more than 25% to a 3.5-year high after the company <a href="https://investors.zim.com/news/news-details/2026/ZIM-to-be-Acquired-by-Hapag-Lloyd-for-35-00-per-Share-in-Cash-at-Aggregate-Cash-Consideration-of-Approximately-4-2-Billion-New-Israeli-Company-New-ZIM-to-Acquire-Portion-of-ZIMs-Business/default.aspx">announced</a>&nbsp;an agreement according to which it will be acquired at a premium by Germany’s Hapag-Lloyd. The deal is set to strengthen Hapag-Lloyd’s position as the world’s fifth-largest container shipping company.

Stock of shipper ZIM soars to three-year high as Hapag-Lloyd agrees to takeover

Forum Markets, Incorporated

The second most capitalized cryptocurrency has fallen in price by almost 40% over the past month

PayPal and Palantir co-founder Peter Thiel dumped shares in a major Ethereum holder

Alphabet Inc.

Meta Platforms, Inc.

Microsoft Corporation

Amazon.com, Inc.

Palantir Technologies Inc.

Cathie Wood's flagship fund <a href="https://oninvest.com/article/glavnoe-k-utru-nvidia-vysla-iz-kapitala-arm-fond-keti-vud-v-zataznom-spade">is experiencing the</a> longest decline in its history, having lost more than 50% over the past five years. But Wood, famed for her optimistic vision of disruptive innovation, isn't giving up. In a new video podcast, she <a href="https://youtu.be/HiX6AxmF500?si=-TsKaIMQR-_E8vxX">revealed</a> that she doesn't share the market's fears about the AI sector. And while more conservative investors are reducing their positions in tech companies, the head of ARK Invest is using volatility to center her portfolio around the most promising assets.

Small caps