US President Donald Trump has announced that he has decided to raise the rate of global duty on imports from 10% to 15%. He announced the introduction of a new 10% duty only the day before.

Trump raised the global duty from 10% to 15%

Zscaler, Inc.

Cloudflare, Inc.

CrowdStrike Holdings, Inc.

Okta, Inc.

SailPoint, Inc.

Anthropic's AI tool "scans codebases for vulnerabilities and suggests point program fixes for human inspection"

Anthropic's AI has caused a stock collapse in a new sector of software developers

CoreWeave, Inc.

Blue Owl Capital Inc.

NVIDIA Corporation

The company, in which Nvidia invested, will release its quarterly earnings on Feb. 26

CoreWeave shares collapsed 8% because of a possible threat to its project. Is it worth buying them? 

Walmart Inc.

Nasdaq rose at the end of the week for the first time in a month and a half

Duties, AI, the risk of war and the Fed's no worries: the S&amp;P 500 posted its best weekly gain since January

Target Corporation

Best Buy Co., Inc.

The US Supreme Court <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">overturned the</a> trade duties imposed by US President Donald Trump in April. The US stock market reacted with growth, which only strengthened after Trump's comments at the press conference. However, analysts warn that the story with the duties is far from over and the overall effect may be temporary for the market, but some companies will still benefit.

"Emotional reactions can be overblown": what Wall Street is saying about repealing duties

Amazon.com, Inc.

The bank made up a whole basket of papers as early as 2025

Which stocks will benefit from duty elimination: Wells Fargo's picks ahead of the Supreme Court decision

US President Donald Trump has said he will introduce a global duty of 10% in addition to the levies that are already in place now. Trump <a href="https://www.youtube.com/watch?v=Hr4ql_ejTns">said</a> this at a press conference after the Supreme Court decision, which <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">recognized the</a> "retaliatory" duties imposed last spring as illegal.

Trump promised to impose a 10% global duty after Supreme Court ruling

Moncler S.p.A.

The sector could also benefit from Trump's global duty rollback

A strong winter season for Italian premium brand Moncler has supported luxury stocks

Data

Recursion Pharmaceuticals, Inc.

ARK Invest, headed by investor Cathie Wood, has increased its stake in small-cap biotech Recursion Pharmaceuticals, which <a href="https://ir.recursion.com/">uses</a>&nbsp;one of the world’s most powerful supercomputers to identify patterns and develop therapies for deadly diseases. The news of Wood's purchase <a href="https://finance.yahoo.com/quote/RXRX/">helped lift</a> the stock more than 5% on Thursday. Earlier, it emerged that chipmaker Nvidia had exited its position in the company.

Cathie Wood increases stake in small-cap biotech Recursion after Nvidia exits

Rush Street Interactive, Inc.

Citizens Investment Bank has <a href="https://finance.yahoo.com/quote/RSI/">upgraded</a>&nbsp;Rush Street Interactive to “market outperform” from “market perform,” setting a $24 per share target price on the online casino operator, which has a market capitalization of about $4.2 billion. Three other Wall Street analysts have raised their target prices after the company’s quarterly revenue reached a record and full-year revenue exceeded the management’s own forecast. “The continued stability of beating and raising expectations compared with peers drives our sustained bullish stance on the shares,” Jefferies <a href="https://www.cnbc.com/2026/02/18/jefferies-sees-this-online-casino-soaring-more-than-75percent.html">said</a>.

Several analysts upgrade Rush Street online casino

NeuroSense Therapeutics Ltd.

Wall Street sees 12-fold upside in the name

Fresh trial data boosts shares of ALS drugmaker NeuroSense 

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

Raspberry Pi Holdings plc

Shares of British Raspberry Pi, the maker of some of the simplest personal computers, <a href="https://finance.yahoo.com/quote/RPI.L/">surged</a>&nbsp;about 25% in the first minutes of trading on the London Stock Exchange on Tuesday. The move followed a <a href="https://x.com/aleabitoreddit/status/2023415224372756782">post on X</a> suggesting that AI agents such as OpenClaw could boost demand for Raspberry Pi single-board computers as an alternative to Apple devices.

Shares of tiny Raspberry Pi soar on X post that AI agents could drive demand

Small Caps

Important news and analysis of global stock markets, plus crypto, bonds, and ETFs

Investment and Finance News