Meta Platforms, Inc.

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

Microsoft Corporation

Amazon.com, Inc.

Nintendo Co., Ltd.

The International Energy Agency is discussing the largest-ever release of strategic oil reserves to curb rising prices amid war in Iran. The U.S. corporate bond market saw a record number of offerings in a day - thanks to Amazon. Nintendo shares soared more than 10% after the success of its new Pokémon Pokopia game. These and other topics - in our review of key events for the morning of March 11.

Main by morning: IEA may open reserve, Microsoft defends Anthropic, Amazon's record

Anthropic says it is limiting the use of its technology given the potential for AI errors

Anthropic has filed a lawsuit against the U.S. Department of Defense. The dispute with the authorities has made the AI startup popular

Oracle Corporation

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

Palantir Technologies Inc.

The US used Claude in an operation against Iran despite a dispute over the military use of AI between Anthropic and the Pentagon

Anthropic's AI played a key role in U.S. strikes on Iran - The Washington Post

NVIDIA Corporation

Broadcom Inc.

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

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

Samsung Electronics Co., Ltd.

SK hynix Inc.

Major technology companies - Nvidia, Amazon and Alphabet - have stepped up security measures for employees in the Middle East region. Sam Altman, head of OpenAI, said at a meeting with employees that the company does not make decisions about how its technologies are used by the Pentagon. About these and other topics - in our review of key events by the morning of March 4.

Morning Highlights: Asian markets fall, Anthropic's Claude tops the leaderboard

The US conflict with Iran clearly demonstrates the value of solutions from Palantir, which develops AI also for the military, according to Rosenblatt analysts. According to their forecast, this could lead to the growth of the company's shares by almost 40%.

Rosenblatt expects Palantir shares to rise nearly 40% due to the Iran war

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

Startup Anthropic has experienced glitches with its artificial intelligence app Claude. This happened shortly after the app topped the Apple App Store charts. The company reported record volumes of user registrations. It was Anthropic's AI tools that caused investors to worry about the future of the business model of companies in a number of industries, causing a "software apocalypse" - a stock sell-off.

Anthropic has announced a glitch in its AI. This startup has launched a "software apocalypse"

Netflix, Inc.

Warner Bros. Discovery, Inc.

PayPal Holdings, Inc.

International Business Machines Corporation

Paramount Skydance Corporation

Nvidia reported a 73% jump in quarterly revenue thanks to demand for data center chips and gave a forecast above market expectations. Revolut is preparing a new round of funding and expects a valuation in excess of $100 billion before a possible IPO. Stripe is considering buying PayPal, while Netflix gave up the fight for Warner Bros. Discovery - it ended up being bought by Paramount Skydance for $110 billion . About the main events from February 23 to 27 - in our review.