NVIDIA Corporation

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

JPMorgan Chase & Co.

The largest U.S. bank will cut back on the amount of funding it provides to private lending funds secured by the business loans they issue

JPMorgan discounted loans to software developers. How does this threaten the stock market?

Microsoft Corporation

Amazon.com, Inc.

The trigger for the downturn will be a sharp stock market correction that will finally destroy the so-called wealth effect, says an economist who has long tracked recession risks

Wobbly crutches: why does a renowned economist see the risk of a US crisis in 2027?

Commercial data centers (CDCs), on which companies are now spending billions of dollars and which have become scarce during the artificial intelligence revolution, have been the target of Iranian attacks. Three Amazon centers in the UAE and Bahrain were affected. Will this change AI investment in the Middle East?

Air defense for data centers: what attacks on Amazon's AI infrastructure in the Middle East will lead to

Nvidia will provide Thinking Machines Lab with next-generation processors Vera Rubin

Nvidia invests in startup of ex-OpenAI head who replaced Altman after his resignation

For the first time in 15 years, Oracle was able to grow both revenue and profit by more than 20%

Revenue at Oracle's key division rose 84%. Shares soared 9%

Minimax-wp

Astera Labs, Inc.


Forbes estimates the combined fortune of people who have made money from AI at $2.9 trillion

The world has 45 new AI billionaires amid discussions of a market bubble

Investor demand for U.S. investment-grade bonds is four times the size of offerings this year

Amazon has launched the largest bond offering in history for the sake of spending on AI

Oracle's stock, which has already lost more than 50% since its September peak, is under pressure amid controversy surrounding big tech companies' spending on AI

'Whatever you do, you lose': why is Oracle's stock falling ahead of the report?

Absci Corporation

Mitek Systems, Inc.

Evolv Technologies Holdings, Inc.

The AI Small Cap Index, assembled for <i>Oninvest </i>by analyst Aldiyar Anuarbekov, delivered a strong gain in 2025. The index includes 43 small caps whose businesses are linked to AI infrastructure, sensing technologies, robotics, and quantum computing. For 2025, the equal-weight index climbed 34.6%, while the cap-weight index rose 58.2%. For comparison, the broad-market S&amp;P 500 gained 16.3%, while the Russell 2000, which tracks smid-cap companies, advanced 11.3% over the same period.

Three AI small caps that look ready to extend gains as investors grow more selective

Apple can't release a new smart home hub that will unify the company's devices because the AI for Siri isn't ready yet

Artificial intelligence (AI)