Amazon.com, Inc.

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? 

Samsung Electronics Co., Ltd.

SK hynix Inc.

NVIDIA Corporation

Alphabet 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

Hyundai Motor Company

In the anti-leaders were securities of recent drivers of the Korean market - Samsung, SK Hynix and Hyundai

Panic in Korea's stock market triggered the biggest drop in nearly 20 years

Hanwha Aerospace Co., Ltd.

Korea Aerospace Industries, Ltd.

LIG Defense&Aerospace 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

Lumentum Holdings Inc.

Coherent Corp.

Nvidia is investing $2 billion each in photonics manufacturers <a href="https://nvidianews.nvidia.com/news/nvidia-announces-strategic-partnership-with-lumentum-to-develop-state-of-the-art-optics-technology">Lumentum Holdings</a> and <a href="https://nvidianews.nvidia.com/news/nvidia-and-coherent-announce-strategic-partnership-to-develop-optics-technology-to-scale-next-generation-data-center-architecture">Coherent</a> - the chipmaker has entered into strategic agreements with them to beef up its data center processors, Reuters <a href="https://www.reuters.com/technology/nvidia-invest-2-billion-photonic-product-maker-lumentum-2026-03-02/">reports </a>. The deals also include Nvidia's commitment to purchase billions of dollars worth of laser and optical components, as well as future access to manufacturing capacity.

Nvidia is investing $4 billion in photonic technology developers. Why would it do that?

CrowdStrike Holdings, Inc.

Palantir Technologies Inc.

Oracle Corporation

Microsoft Corporation

Zscaler, Inc.

Intuit Inc.

At the same time, bets against software stocks reached the highest level since the 2008 crisis

Is the "software apocalypse" over? The war in Iran has not prevented the return of investors in software

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"

Apple Inc.

Meta Platforms, Inc.

Throughout February, investors have been rushing from extreme to extreme over fears about artificial intelligence. Against this backdrop, are there any companies that have not yet been affected by traders' nervousness? Yes, one of them is Apple. Strangely enough, it is now benefiting from the fact that it lagged behind the leaders in AI development and was not too connected with the probable consequences of its implementation.

Apple was able to turn around a lag in the AI race: its stock avoided a massive sell-off

Black February: how AI triggered a sell-off on Wall Street

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.

Highlights of the week: record Nvidia revenue, a new round of Revolut, and IBM's worst day ever

A key concern for U.S. assets is the risk associated with a weaker dollar against the euro, the investment bank said

UBS dropped its recommendation to buy U.S. stocks. What worries the bank?

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

Artificial intelligence (AI)