Samsung Electronics Co., Ltd.

SK hynix Inc.

Global funds have withdrawn more than $3 billion from local assets amid a wave of risk avoidance

The best-performing market of the year experienced its strongest sell-off since 2024. Who's down?

Shell plc

Eni S.p.A.

TotalEnergies SE

Galp Energia, SGPS, S.A.

Wall Street's largest investment bank sees European share prices as "efficient rather than outright overvalued"

JPMorgan bet on Europe's oil and gas majors over Gulf risks

NVIDIA Corporation

Amazon.com, Inc.

Norwegian Cruise Line Holdings Ltd.

AST SpaceMobile, Inc.

MongoDB, Inc.

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: geopolitical pressures are mounting

BP p.l.c.

TUI AG

The Stoxx Europe 600 lost more than 2% at the opening of trading

Iran war pushes EU stocks to biggest two-day drop since April

Energy supplies through the Strait of Hormuz have been disrupted - a scenario analysts called "worst-case" among the possible consequences of escalating conflict in the Middle East 

Coal at highs, oil at $80: What's happening in the markets on day 4 of the Iran war

The escalation of the conflict in Iran has led to higher energy prices and increased geopolitical risks: it is unclear how long the crisis will last and how much the region's energy infrastructure will be affected. One of the few beneficiaries may be Russia.

"A reason for optimism": how the war in Iran and the ruble will affect the Russian economy

Indivior PLC

Bausch + Lomb Corporation

Core Scientific, Inc.

Grupo Aeromexico, S.A.B. de C.V

TOR Minerals International, Inc.

Barrick Mining Corporation

Oaktree, an investment firm known for finding value in "unloved" assets, focused on specific niches at year-end, from bitcoin mining to Latin American aviation

Aviation, pharma and bitcoin miner: how billionaire Howard Marks' portfolio has changed

Hanwha Aerospace Co., Ltd.

Korea Aerospace Industries, Ltd.

LIG Nex1 Co., Ltd.

Hensoldt AG

BAE Systems plc

Lockheed Martin Corporation

OpenAI admitted that it rushed into a contract with the Pentagon and promised to enshrine a ban on the use of AI for internal surveillance, while Anthropic, after breaking off negotiations with the US Defense Ministry, received a sharp influx of users and opened the "memory" function for the free version. On these and other topics - in our review of key events by the morning of March 3.

Main by morning: gold and defense rise due to escalation in the Middle East

The risk of oil price rise to $100 per barrel is now considered real even by stock "bulls", notes Bloomberg

Wall Street warned against buying back U.S. stocks on the downturn because of the threat of $100 oil

Lumentum Holdings Inc.

Coherent Corp.

Nvidia is investing $2 billion each in photonics manufacturers <a href="https://nvidianews.nvidia.com/news/nvidia-announces-strategic-partnership-with-lumentum-to-develop-state-of-the-art-optics-technology">Lumentum Holdings</a> and <a href="https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecture">Coherent</a> - the chipmaker has entered into strategic agreements with them to beef up its data center processors, Reuters <a href="https://www.reuters.com/technology/nvidia-invest-2-billion-photonic-product-maker-lumentum-2026-03-02/">reports </a>. The deals also include Nvidia's commitment to purchase billions of dollars worth of laser and optical components, as well as future access to manufacturing capacity.

Nvidia is investing $4 billion in photonic technology developers. Why would it do that?

CrowdStrike Holdings, Inc.

Palantir Technologies Inc.

Oracle Corporation

Microsoft Corporation

Zscaler, Inc.

Intuit Inc.

At the same time, bets against software stocks reached the highest level since the 2008 crisis

Is the "software apocalypse" over? The war in Iran has not prevented the return of investors in software

American investor Steve Iceman, who managed to capitalize on the 2008 global financial crisis and became the prototype of one of the main characters in the movie "The Downgrade Game," believes that investors should ignore the war between the U.S. and Iran, CNBC <a href="https://www.cnbc.com/2026/03/02/steve-eisman-says-investors-should-ignore-us-iran-war-will-be-long-term-positive.html">reports </a>. On the long horizon, it could prove positive for markets, Iceman told the network.