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

Strategy Inc

Strategy, the largest corporate bitcoin holder, posted a quarterly loss of $12.4 billion

Bitcoin rebounded from the $60,000 level after collapsing 50% from its October peak

Novo Nordisk A/S

Eli Lilly and Company

Hims & Hers Health, Inc.

Shares of Novo Nordisk and Eli Lilly, makers of popular weight-loss drugs, fell in price after Hims &amp; Hers, which owns a telemedicine platform,<a href="https://investors.hims.com/news/news-details/2026/Hims--Hers-Expands-Personalized-Weight-Loss-Portfolio-with-Access-to-Compounded-Semaglutide-Pills-Starting-at-49Month/default.aspx"> announced</a> the launch of its own copy of the Wegovy slimming pill. And it will cost just $49 - three times cheaper than Novo's original, which investors <a href="https://oninvest.com/article/novo-vpecatlil-investorov-zapustiv-v-ssa-tabletku-dla-pohudenia-cto-u-konkurentov">had </a>high hopes for.

Novo Nordisk and Eli Lilly shares plummet: the weight-loss pill will have a $49 copy

Alphabet Inc.

Investors continued to exit risk assets on Thursday, February 5. This led to capital outflow from technology stocks and cryptocurrencies. Additional pressure on the market was exerted by macro data: unemployment in the U.S. was higher than expected. The S&amp;P 500 fell below the values of early January for the first time this year, CNBC <a href="https://www.cnbc.com/2026/02/04/stock-market-today-live-updates.html">noted</a>. And the Nasdaq 100 experienced the worst three-day decline since April, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-04/asian-stocks-to-fall-as-tech-led-drop-gains-pace-markets-wrap">writes</a>.

Nasdaq suffered its strongest three-day collapse since April, bitcoin fell in price to $63,000

The competition to expand AI infrastructure could fail all the tech companies involved, warns analyst DA Davidson

Amazon didn't impress the market with the report and announced $200 billion in spending. The stock plummeted

The Estee Lauder Companies Inc.

Shares of American cosmetics manufacturer Estée Lauder collapsed in trading on Thursday, February 5. At the moment, the company's capitalization collapsed by a quarter. This decline is the worst in its history, <a href="https://www.reuters.com/business/retail-consumer/estee-lauder-raises-annual-sales-forecast-2026-02-05/">notes</a> Reuters. Investors reacted to the signal of sluggish demand in the U.S. market, which continues to hamper business recovery and does not meet Wall Street expectations, the agency explains.

Estée Lauder is having its worst day ever: it's down 20% after a weak forecast

Nasdaq, Inc.

Moody's Corporation

FactSet Research Systems Inc.

AI startup Anthropic, whose release of a lawyer automation tool <a href="https://oninvest.com/article/minus-pocti-1-trln-kapitalizacii-za-nedelu-tri-voprosa-o-soft-apokalipsise">triggered a </a>stock crash in software developers and data providers, on Feb. 5 unveiled Claude Opus 4.6, a model that can perform financial analysis and create spreadsheets, the company <a href="https://www.anthropic.com/news/claude-opus-4-6">said </a>in a blog post.

Anthropic and OpenAI released updates in the midst of a market sell-off. Is this a new strike?

Microsoft Corporation

Microsoft's cloud service revenue growth slowed to 39%, while Alphabet's rose to 48%

Microsoft received a rare stock downgrade. What worries Stifel analysts?

Morgan Stanley

Until 2025, the bank used Morgan Stanley's services

Revolut strengthens team to sell its shares without intermediaries - Bloomberg

Spotify Technology S.A.

The company relies on feature development in competition with other streaming services

Spotify is entering the print book market. Will it become a new source of revenue?

Bian Ximing formed the largest "short" in silver in Shanghai

Trader who made $3 billion on gold bets on silver's fall

Volvo Car AB

This could be the worst trading day for the company in history

Volvo Car posted its worst quarterly profit in four years. Shares plummeted by 30%

Even the Dow Jones did not stay in the positive zone, which was the only one that managed to grow a day earlier

Stocks in the U.S. fall for the third day in a row. Bitcoin and silver are getting cheaper, Alphabet declined

The European Central Bank (ECB) <a href="https://www.ecb.europa.eu/press/pr/date/2026/html/ecb.mp260205~001d26959b.en.html">kept</a> interest rates unchanged - this is the fifth time in a row that the regulator has made such a decision. On February 5, this happened against the background of European officials' assessments of the economic consequences of the euro appreciation and renewed unpredictability in trade relations, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-05/ecb-holds-rates-as-euro-rally-and-tariffs-threaten-economy">writes</a>.

ECB kept interest rates unchanged for the fifth time in a row

Berkshire Hathaway Inc.

Exxon Mobil Corporation

The Coca-Cola Company

Walmart Inc.

FedEx Corporation

Berkshire Hathaway's stock posted its best relative performance to the S&amp;P 500 index in almost a year, confirming its status as a defensive asset, Barron's writes

Berkshire, Walmart and industrials: who benefited from the tech sector correction

Brunello Cucinelli S.p.A.

Freedom Finance advised to buy shares of Italian luxury cashmere brand Brunello Cucinelli - it predicts a 34% increase from the current value. Freedom notes that the company is showing double-digit revenue growth and believes that it is capable of growing even amid high volatility in the luxury market.

Freedom advised Brunello Cucinelli stock. Why does he expect them to grow by a third?

Janux Therapeutics, Inc.

Quotes of Janux Therapeutics - a small-cap developer of drugs against prostate cancer - have lost more than 65% over the past year. At the same time, the sharpest collapse occurred after the publication of data on one of the key candidates in the company's portfolio. Despite that, Janux shares are present in the portfolios of BlackRock and investor Steve Cohen, according to Form 13F <a href="https://www.gurufocus.com/stock/JANX/ownership">filings</a> as of the end of September. Wall Street analysts, for their part, recommend buying the company's securities, expecting them to rise more than 300%.

In Blackrock and Cohen's portfolio: why Wall Street believes in Janux biotech's 300% growth rate

M-tron Industries, Inc.

Espey Mfg. & Electronics Corp.

NioCorp Developments Ltd.

Western Copper and Gold Corporation

In the autumn, Freedom Broker analysts <a href="https://en.oninvest.com/article/freedom-picks-five-small-caps-two-strategies-as-market-enters-goldilocks-mode">noted</a>&nbsp;that a Goldilocks mode had begun to take effect in the U.S. economy – a combination of steady growth, normalized inflation, and a labor market supported by a neutral-to-soft policy by the Fed. Under such conditions, two strategies remain the most logical and advisable: investing in dividend stocks amid falling rates or in growth stocks while business activity remains robust, according to Vadim Merkulov, director of research at Freedom Finance Global.

Two strategies, four small caps from Freedom for February and beyond

Liberty Latin America Ltd.

Atlanta Braves Holdings, Inc.

Schrodinger, Inc.

Ramaco Resources, Inc.

Via Transportation

Alongside well known public companies, large investors also hold small positions in businesses with market capitalization of up to $2 billion. As a rule, these are targeted investments in infrastructure, real assets, or undervalued companies that have yet to attract broad market attention. Analyst Aldiyar Anuarbekov reviewed, for <i>Oninvest,&nbsp;</i>which small caps leading investment figures are backing.

Which small caps Buffett, Gates, and Ackman are betting on

Inuvo, Inc.

Shares of Inuvo, a small-cap provider of AI-based marketing technology, <a href="https://finance.yahoo.com/quote/INUV/">sank</a>&nbsp;more than 26% in early trading on Thursday, January 29, after the company released two pieces of news: a sharp year-over-year&nbsp;<a href="https://inuvo.com/inuvo-reports-unaudited-preliminary-fourth-quarter-2025-revenue-results/">decline</a>&nbsp;of 47%&nbsp;in fourth-quarter revenue, on preliminary numbers, and a <a href="https://inuvo.com/inuvo-appoints-rob-buchner-as-chairman-and-chief-executive-officer/">change at CEO</a>.

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