The U.S. Supreme Court's ruling that most of the import duties imposed by U.S. President Donald Trump are <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">illegal</a> and his response - imposing an additional global levy of 15% - is playing into the hands of emerging markets. They have been on the periphery of international investors' attention for many years, but now their indices are strongly outperforming developed markets.

Emerging market indices outperformed developed markets. Asia and Latin America attract investors 

Netflix, Inc.

Warner Bros. Discovery, Inc.

Vanda Pharmaceuticals Inc.

Bentley Systems, Incorporated

Smurfit Westrock Plc

International Paper Company

Packaging Corporation of America

Alphabet Inc.

Amazon.com, Inc.

CoreWeave, Inc.

Blue Owl Capital Inc.

Celsius Holdings, Inc.

Comfort Systems USA, Inc.

Live Nation Entertainment, Inc.

AppLovin Corporation

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: tariff policy in the spotlight

NVIDIA Corporation

SoftBank Corp.

Microsoft Corporation

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

Exxon Mobil Corporation

Chevron Corporation

BP p.l.c.

Shell plc

Brent was up 2% after rising 4% a day earlier

Oil prices rise to six-month high: Trump gave Iran 10 days

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

Arm Holdings plc

Meta Platforms, Inc.

Berkshire Hathaway Inc.

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.

Morning in New York: Inflation statistics will set the tone of trading

Cisco Systems, Inc.

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

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.

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