Palo Alto Networks, Inc.

CrowdStrike Holdings, Inc.

Zscaler, Inc.

Cloudflare, Inc.

Shares of cybersecurity companies fell in trading on March 27 - after Fortune magazine <a href="https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/">published an</a> article stating that a new AI model currently being tested by Anthropic could be used by hackers to bypass existing cyber defenses, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-27/cyber-stocks-sink-on-report-anthropic-model-poses-security-risks">writes.</a>

Leaks about threats to Anthropic's new AI model have brought down cybersecurity stocks

A court in the U.S. has blocked an attempt by U.S. authorities to restrict Anthropic's work. The UAE is promoting an international naval coalition to protect shipping through the Strait of Hormuz, where Iranian attacks have almost halted traffic, increasing risks to global oil supplies and supply chains. On these and other topics - in our review of key events for the morning of March 27.

Main by morning: court overturns ban on Anthropic, UAE ready to go to Strait of Hormuz

Elon Musk's company is expected to file for a listing in the coming days in order to go public in time for June's planetary parade

'A bit scary': SpaceX tells investors it aims to raise $75bn in IPO - FT

Microsoft Corporation

Salesforce, Inc.

Shares of the software giants collapsed amid news of Anthropic and Amazon jeopardizing the subscription model

Echoes of the 'software apocalypse': software developer stocks fall again due to AI threat

Tencent Holdings Limited

NVIDIA Corporation

Alibaba Group Holding Limited

Baidu, Inc.

Knowledge Atlas Technology Joint Stock Company Limited

Minimax-wp

In early March 2026, a line of<a href="https://eu.36kr.com/en/p/3731127675158790"> more than a thousand people</a> lined up outside Tencent's headquarters in Shenzhen, China. "Every generation has its own eggs," they quipped, alluding to the way their parents choked in huge lines for free eggs, which in the PRC was at one time customary to give away as promos for stores, writes Chinese tech publication 36Kr. This time, people came for a free installation of the OpenClaw AI agent with a red lobster on its logo, which has become very popular in China lately. Of course, I couldn't pass by such a phenomenon. This text is written partly by an AI agent named Zwat. I share my personal experience.

How to grow a lobster: I spent three days testing an AI agent, and here are my findings about it

Nebius Group N.V.

Oracle Corporation

Apple Inc.

The war in the Middle East has caused the biggest oil supply disruption in history, affecting about 7.5% of global supply. An investment boom brought 45 new billionaires linked to AI companies to the Forbes ranking. Nvidia announced a $2 billion investment in Arkady Volozh's cloud AI company Nebius to develop computing power and "AI factories." The main events of March 9-13 are in our review.

Highlights of the week: oil supply disruption, Nvidia and Nebius deal, new billionaires

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

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

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

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.