Nebius Group N.V.

The head of Nebius sees high-profile multi-billion dollar contracts with Meta and Microsoft as just "fuel" to build a core high-margin business

"Meta is a very demanding customer": Volozh on Nebius deals and industry bottlenecks

SK hynix Inc.

Samsung Electronics Co., Ltd.

Elon Musk's private space company SpaceX has increased its IPO target by one and a half times. Anthropic, the developer of chatbot Claude, wants to go public in October and expects to raise more than $60 billion. South Korean SK Hynix decided to hold a secondary listing in the U.S. for up to $14 billion, and Samsung investors urged the company to follow the example of its competitor. The main events on the IPO market during the week are in our selection.

SpaceX's $75 billion and Anthropic's $60 billion listings: what's important about IPOs by March 29

NVIDIA Corporation

ServiceNow, Inc.

Palantir Technologies Inc.

Broadcom Inc.

Salesforce, Inc.

CrowdStrike Holdings, Inc.

Cloudflare, Inc.

Amazon.com, Inc.

Microsoft Corporation

Alphabet Inc.

In March, CEO Jensen Huang spoke about the new stage of the AI revolution: companies will move from selling software (SaaS) to selling the results of AI work (AaaS). So the very logic of their monetization will change. Most importantly, this is already happening. Igor Klyushnev, co-founder of Freedom Holding, named 10 companies that will benefit from this transition.

AI agents decide everything: 10 companies that will benefit from moving to an AaaS model

Dell Technologies Inc.


The company has evolved from a mere computer manufacturer to an important player in the AI infrastructure market

Dell as 'exemplar': server and PC maker's stock called a defense against AI threat

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

Arm Holdings plc

Arm expects the new chip, whose production the company announced the day before, to generate about $15 billion in revenue by 2031

Arm shares soared 20%. They were advised to buy them by analysts at Raymond James

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

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

Apple Inc.

The voice assistant will be available in a chat format - like ChatGPT and other assistants

Bloomberg: Apple will make a separate app for the new Siri with AI. It will be unveiled in June

Braze, Inc.

DigitalOcean Holdings, Inc.

KB Home

Blaize Holdings, Inc.

Robinhood Markets, Inc.

The Estee Lauder Companies Inc.

Jefferies Financial Group Inc.

Smithfield Foods, Inc.

Core & Main, Inc.

Circle Internet Group

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: geopolitics swaying quotations

Meta Platforms, Inc.

Intel Corporation

Advanced Micro Devices, Inc.

This is a radical reversal of Arm's business model, which has been called the "Switzerland" of the semiconductor industry


Arm enters the proprietary chip market and challenges Intel and AMD

Donald Trump has dramatically reduced tensions over war with Iran. OpenAI, which is preparing for an IPO, warned of the risks of dependence on Microsoft, high infrastructure costs (up to $665 billion for computing) and legal threats, including disputes with Elon Musk and users. Meta has stepped up its bet on AI agents, hiring a team from startup Dreamer and integrating it into its Superintelligence Labs division. About these and other topics - in our review of key events by the morning of March 24.

Artificial intelligence (AI)