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

NVIDIA Corporation

Arm Holdings plc

Meta Platforms, Inc.

Berkshire Hathaway Inc.

Microsoft Corporation

Nvidia finally exited Arm (one of the world's leading fabless processor architecture developers for mobile devices and servers), in parallel extending its multi-year partnership with Meta to supply millions of graphics processing units (GPUs) and central processing units (CPUs) for AI datacenters. Microsoft announced plans to invest $50 billion in AI development in the Global South. About these and other topics - in our review of key events by the morning of February 18.

Main by morning: Nvidia has pulled out of Arm Capital, Cathie Wood's fund in a prolonged slump

Arista Networks, Inc.

Applied Materials, Inc.

Rivian Automotive, Inc.

DraftKings Inc.

Airbnb, Inc.

Apple Inc.

Fastly, Inc.

Viking Therapeutics, Inc.

NovoCure Limited

Crocs, Inc.

Baxter International 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: Inflation statistics will set the tone of trading

Cisco Systems, Inc.

AppLovin Corporation

Equinix, Inc.

Rollins, Inc.

AST SpaceMobile, Inc.

Cognex Corporation

T-Mobile US, Inc.

Vertiv Holdings Co

Generac Holdings Inc.

Solstice Advanced Materials, Inc.

Moderna, Inc.

Morning in New York: investors in search of new benchmarks

The price of Brent crude oil on February 11 increased by almost 2% at an intraday high and crossed the $70.7 per barrel mark. The last time oil prices <a href="https://oninvest.com/article/neft-vpervye-s-sentabra-probila-70-za-barrel-analitiki-zdut-ese-bol-sego-rosta">were</a> at this level was at the end of January. WTI, meanwhile, jumped more than 2% to $65.8.

"Tensions support prices": oil jumped 2% to breach $70 a barrel

Amazon.com, Inc.

Roblox Corporation

The Boeing Company

Oil stabilized amid expectations of US-Iran talks, which reduced geopolitical risks and weakened the price premium. Bitcoin hit a 16-month low amid a sell-off in technology stocks and investors' risk aversion. These and other topics - in our review of key events for the morning of February 6.

The main thing for the morning: oil stabilized, bitcoin updated the minimum for 16 months

Oil prices on Monday, February 2, were down more than 5% at the moment, marking their biggest one-day drop in more than six months, Seeking Alpha <a href="https://seekingalpha.com/news/4545131-oil-hits-six-month-low-as-iran-de-escalation-talks-spur-selloff">pointed out</a>. This is how investors reacted to US President Donald Trump's reports that Iran is in "serious talks" with Washington over the nuclear deal. This could be taken as a signal of a potential de-escalation of the conflict between the US and OPEC member Iran.

"Geopolitics masks 'bearish' trend": oil suffered its worst drop in six months

The Carlyle Group Inc.

Exxon Mobil Corporation

Chevron Corporation

Russian oil company Lukoil has found a buyer for its foreign assets that may finally satisfy OFAC. This is the American Carlyle, an investment company with big connections in US political circles. What is it known for?

Washington Liaison: the story of Carlyle, the buyer of Lukoil's foreign assets

This is how investors reacted to Trump's threats against Iran - the US President demanded the Islamic Republic to conclude a nuclear deal. Otherwise, Trump warned, Tehran should be ready for a military solution to the issue

Oil broke through the $70 mark for the first time since September. Analysts expect more growth

Compass, Inc.

Anywhere Real Estate Inc.

Real estate broker Compass has evolved from a local startup into a company with a market capitalization of nearly $10 billion, offering a new approach to home sales based on the gradual release of listings from exclusive access into the open market. In January, Compass closed a merger with peer Anywhere Real Estate. The combined brokerage will control nearly 20% of U.S. home sales. Analysts believe the transaction could support Compass’ market position and share price, despite antitrust risks and persisting uncertainty around the housing market.

Real estate broker Compass closes Anywhere merger. What does this mean for the stock?

F5, Inc.

ASML Holding N.V.

Texas Instruments Incorporated

Seagate Technology Holdings plc

Venu Holding Corporation

Qorvo, Inc.

General Motors Company

Micron Technology, Inc.

Richtech Robotics Inc.

HCA Healthcare, Inc.

UnitedHealth Group Incorporated

Synchrony Financial

Morning in New York: Fed signals in focus

In recent months, the markets have been re-energized by the need to reallocate capital from the U.S. to international markets. But the US market is still the largest in the world. In this regard, the search for alternatives looks like a difficult task. Ask Askar Akhmedov, CFA, Chief Investment Officer of ATLAS Capital, tells us which countries an investor can look at.

Which countries to look at for investors who plan to reduce their investments in the US market

USA