A U.S. Navy convoy for tankers passing through the Strait of Hormuz is unlikely to reduce oil traders' concerns about possible supply disruptions, analysts at Bloomberg Economics said

Three ships instead of a hundred: what is happening in the Strait of Hormuz

Broadcom Inc.

Quarterly results of chipmaker Broadcom exceeded Wall Street forecasts. Revenue <a href="https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html">increased </a>29% year-over-year to $19.31 billion versus expectations of $19.18 billion, CNBC <a href="https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html">reports </a>. Adjusted earnings per share came in at $2.05, while analysts had expected $2.03.

Broadcom failed to impress the market with its revenue forecast. What about the stock?

NVIDIA Corporation

Amazon.com, Inc.

Tesla, Inc.

Advanced Micro Devices, Inc.

Micron Technology, Inc.

U.S. stocks rose sharply on Wednesday, March 4, continuing the recovery that began at the end of the previous session. The market was led by technology companies. The rally was also helped by the easing of investors' fears of a slowdown in economic growth in the U.S., thanks to fresh data on private sector employment and growth in the U.S. service sector.

Tech company recovery rally and volatile oil: results of the fifth day of war with Iran

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?

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?

The three major U.S. stock indices began trading on March 4 - the fifth day of the U.S. war with Iran - with gains. The US stock market followed the European market in its optimism - and in contrast to the collapsing Asian indices. Investors are cheered by declining oil prices and are also closely following reports of possible negotiations between the conflicting sides.

Airo Group