Amazon.com, Inc.

SK hynix Inc.

Samsung Electronics Co., Ltd.

Singapore Airlines Limited

Cathay Pacific Airways Limited

The military phase of the renewed conflict between the US, Israel and Iran continues for the sixth day in a row. What is happening in the markets and what analysts say about it - we have collected the main things by March 5.

Amazon data centers under attack, possible chip supply disruptions: Day 6 of the Iran war

NVIDIA Corporation

Tesla, Inc.

Advanced Micro Devices, Inc.

Micron Technology, Inc.

Broadcom 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

Over the past few months, the emergence of AI agents has "crashed" the market, and they allegedly managed to crash Amazon last December. You can find stories online of AI agents doing some amazing things, such as rewriting their own work rules and refusing to <a href="https://t.me/abstractDL/358">self-delete</a>. They even have their own <a href="https://www.moltbook.com/">social network</a> where they discuss work and people. Now everyone is no longer just talking about artificial intelligence, but about agent-based systems. What are they and what should we expect from them?

Artificial intelligence has emerged from the chat room: what do we risk from the rapid development of AI agents? 

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

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

Generate Biomedicines, Inc.

Amazon, Nvidia and SoftBank invested $110 billion in OpenAI - the company has completed its funding round, having raised a total of more than twice as much money as in the previous investment round. SpaceX plans to file a confidential IPO in March and expects a valuation of $1.75 trillion, Bloomberg has learned. That said, its listing, the largest in history, is forcing other companies to reconsider going public. Chinese service of payments in steblecoins RedotPay may in 2026 place shares in the U.S. for $1 billion. The main events on the IPO market for the week - in our selection.

$110 billion OpenAI, SpaceX and crypto-payments operator RedotPay: What's important about the IPO by March 1

The money received has no impact on OpenAI's agreement with Microsoft, the company hastened to assure

Amazon, Nvidia and SoftBank have invested in OpenAI. Its value increased by 46%

Nvidia reported record revenue of $68.1 billion last quarter thanks to the data center boom and forecasts up to $79.6 billion for the current period. The company finally received a U.S. license for limited shipments of its H200 artificial intelligence chips to China. And Amazon is discussing a major investment in developer ChatGPT. These and other topics - in the review of key events for the morning of February 26.

Top story for the morning: Nvidia beats forecasts, Amazon prepares up to $50 billion for OpenAI

Microsoft Corporation

Two tech giants, Amazon and Microsoft, are working on creating their own marketplaces for AI training content. They could become intermediaries in a marketplace where publishers can legally sell data for training and use by algorithms. Why would they want to do this?

Amazon and Microsoft are working to create marketplaces for AI training. Why they need it

Walmart Inc.

The retailer's cautious expectations confused the market, but not for long

Walmart is no longer first in revenue, and the forecast was weak. What's up with the stock?

Analyst Brian Novak sees Amazon as the main hidden favorite in the AI race

Morgan Stanley expects Amazon to rise nearly 50%. What will push it out of the bear zone?

Alphabet Inc.

Meta Platforms, Inc.

Taiwan Semiconductor Manufacturing Company Limited

The Goldman Sachs Group, Inc.

The billionaire has overhauled his strategy in BigTech, increasing his investments in Alphabet and Amazon and getting rid of Meta altogether  