Exxon Mobil Corporation

Chevron Corporation

Occidental Petroleum Corporation

Shell plc

BP p.l.c.

On Wednesday, Brent and WTI crude oil prices pulled back slightly from the highs reached on Tuesday

Goldman Sachs and UBS have raised their oil price forecasts. Why could it reach $100?

NVIDIA Corporation

The opportunity to invest $100 billion in OpenAI is likely "off the table" for Nvidia, and the chipmaker's latest investment in the AI startup "could be its last," the chipmaker's CEO Jensen Huang said at a Morgan Stanley conference, CNBC <a href="https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investment.html">reports </a>. We're talking about a <a href="https://oninvest.com/article/amazon-nvidia-i-softbank-investirovali-v-openai-ee-stoimost-vyrosla-na-46">recent round</a> in which, in addition to Nvidia, Amazon and SoftBank also participated. Together they contributed $110 billion, Nvidia's contribution amounted to $30 billion. At the end of the deal, the value of OpenAI was estimated at $730 billion.

$100 billion off the table: Nvidia no longer plans to invest in OpenAI before IPO

Apple Inc.

Microsoft Corporation

Alphabet Inc.

Apple has unveiled a new MacBook Neo laptop, which costs $599 in the US - like a "budget" iPhone 17e. The novelty will strengthen Apple's presence in the segment of budget devices: the company expects to compete with Windows-based PCs and Chromebooks in the category of more affordable models for mass consumers, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-04/apple-launches-599-macbook-neo-threatening-windows-pc-market">writes</a>.

Apple has revealed the $599 MacBook Neo. It will increase competition with Microsoft and Google

adidas AG

Due to duties and exchange rates, the company will lose €400 million in profits

Adidas delivered a weak full-year profit outlook. Shares at a three-year low

US President Donald Trump has officially <a href="https://www.whitehouse.gov/presidential-actions/2026/03/nominations-sent-to-the-senate-b376/">nominated</a> economist Kevin Warsh to be the next Fed Chairman. The nomination has already been sent to the Senate, according to the White House website. If Worsh is confirmed, he will succeed Jerome Powell, whose term expires in May, and will hold the position for four years.

Trump formally nominated Kevin Warsh to be chairman of the US Federal Reserve Board

Since March 2, the dollar has strengthened by about 1.5%

Dollar rise after escalation with Iran may be short-lived - analysts

Scott Bessent, head of the ministry, predicted a return to previous, high duties within five months

U.S. duties will increase under Trump's decision to 15% this week - U.S. Treasury Department

JPMorgan analysts expect European stocks to underperform U.S. stocks amid the war in the Middle East, MarketWatch <a href="https://www.marketwatch.com/story/why-one-of-the-years-surprising-hot-trades-has-quickly-gone-off-the-rails-6aa35859?mod=newsviewer_click">writes</a>. A sharp rise in gas prices increases risks for the European market, given the region's dependence on energy imports, the publication notes.

JPMorgan expects EU stocks to lag US stocks amid Iran war. What's wrong?

Data

Small caps are more vulnerable than large caps to further escalation of the conflict in the Middle East, according to a BofA <a href="https://www.investing.com/news/stock-market-news/russell-2000-how-exposed-is-it-to-the-iran-shock-4537982">note</a>. The main risk is a stagflation shock triggered by higher oil prices. At the same time, small caps tend to recover faster than their large-cap peers after risk-off periods, BofA points out.

BofA: Key risk for small caps in Iran conflict is oil-driven stagflation shock

NextVision Stabilized Systems, Ltd.

Aryt Industries Ltd.

Gilat Satellite Networks Ltd.

Mobilicom Limited

ParaZero Technologies Ltd.

The escalation between Israel and Iran has become a point at which demand for defense and software solutions for modern operations is growing faster than supply chains can adapt. In the Israeli market, this has markedly increased interest in defense and technology companies: on Monday, March 2, the Tel Aviv Stock Exchange's main index, TA-125, <a href="https://www.tradingview.com/news/te_news:529637:0-israel-stocks-hit-record-high/#:~:text=Israel%E2%80%99s%20main%20stock%20index%2C%20the%20TA%2D125%2C%20surged%20nearly%206%25%20on%20Monday">was adding</a> about 6% at one point. At the end of trading on March 3, the index <a href="https://market.tase.co.il/en/market_data/index/137/major_data#:~:text=Previous%20Trading%20Days">closed with</a>an increase of 4.75%.

Not just MIC giants: which small-caps benefit from Israel's defense programs

GitLab Inc.

GitLab, a mid-cap provider of software development tools, fell nearly 9% in the first minutes of Wednesday's premarket trading after <a href="https://ir.gitlab.com/news/news-details/2026/GitLab-Reports-Fourth-Quarter-and-Full-Year-Fiscal-Year-2026-Financial-Results-Board-of-Directors-Authorizes-400-million-for-Share-Repurchase-Program/default.aspx">warning</a>&nbsp;that revenue growth will slow in the near term. CEO Bill Staples&nbsp;<a href="https://www.wsj.com/business/earnings/gitlab-sees-ai-agent-platform-hybrid-pricing-driving-growth-131daa1a">said</a>&nbsp;"we aren’t satisfied with our revenue growth guidance."

Software provider GitLab sees shares tumble on disappointing sales guidance

M-tron Industries, Inc.

Shares of M-tron Industries, a small-cap firm that manufactures frequency and spectrum control products for electronic circuits, could now rise about 12% on a two-month horizon, according to a trade idea released by Freedom Broker (and seen by <i>Oninvest</i>). The analysts cite a likely rise in military spending amid the escalating conflict in the Middle East.

Freedom Broker: M-tron has more than 12% upside on 2-month horizon amid ME conflict

TMD Energy Limited

Trio Petroleum Corp.

STAK Inc.

The biggest gainers in the small-cap segment on Monday were three energy companies, whose shares surged more than 149% on the day. The stocks rallied on concerns over oil supplies in the Middle East amid renewed hostilities between Iran and the U.S. and Israel, Benzinga <a href="https://www.benzinga.com/markets/equities/26/03/50991856/trio-petroleums-cooling-off-after-hours-after-169-rally-what-made-tpet-shoot-up">reported</a>.

Three energy stocks more than double, lead small-cap gains as oil prices rise

Small Caps

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