Any war in the Middle East is usually perceived as a global risk for the economy. Oil rises, logistics become more expensive, and markets get nervous. But if you look more closely, this turbulence has beneficiaries. One of them is China.

How China is tacitly benefiting from the Gulf War

NVIDIA Corporation

Palantir Technologies Inc.

Lockheed Martin Corporation

Advanced Micro Devices, Inc.

Intel Corporation

Alphabet Inc.

U.S. Defense Secretary Pete Hegseth has given Anthropic CEO Dario Amodei until Friday evening to give the military unfettered access to his model, Axios sources <a href="https://www.axios.com/2026/02/24/anthropic-pentagon-claude-hegseth-dario">said</a>. "The only reason we are still negotiating with these people is because we need them, and we need them right now. The problem for these guys is that they are that good," one of the sources told the publication. Investor Yevgeny Marchenko <a href="https://t.me/BizLike/7057">speculates</a> in his Kubyshka Telegram channel that this is a new phase in the relationship between the government and the AI industry.


A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

Gold set several records in the last week of January 2026, surpassing the $5600 per ounce mark on January 29. By the evening the price began to fall rapidly and on Friday <a href="https://oninvest.com/article/cena-serebra-ruhnula-na-17-zolota-na-8-eto-krupnejsaa-rasprodaza-za-gody">fell</a> below $5000. Yevgeny Marchenko, an investor and author of the <a href="https://web.telegram.org/k/#@BizLike">Kubyshka </a>Telegram channel, believes that gold has only one option - to grow.

Evgeny Marchenko

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Articles: 3

How China is tacitly benefiting from the Gulf War

A new era of "military" AI: How the Pentagon and Anthropic conflict will change the stock market

Gold prices soared and fell over $500 in a week: what happens next?