US President Donald Trump has ordered all US federal agencies to "immediately stop" using the technology and software of AI startup Anthropic, he <a href="https://truthsocial.com/@realDonaldTrump/posts/116144552969293195">wrote</a> in the social network Truth Social on Friday, February 27. The statement came amid pressure on AI developer Claude from the Department of Defense: the agency <a href="https://www.cnbc.com/2026/02/27/anthropic-pentagon-ai-policy-war-spying.html">demanded</a> that the company it has a contract with give it full access to AI functions.

Trump has banned the use of AI from Anthropic in the US public sector

Netflix, Inc.

Paramount Group, Inc.

Warner Bros. Discovery, Inc.

Donald Trump praised the duties in an address to the nation and said he would not allow Iran to acquire nuclear weapons. US Secretary of Defense Pete Hegseth demanded that Anthropic give the military full access to AI models under threat of recognizing the company as a "supply chain risk" or using emergency powers. On these and other topics - in our review of key events by the morning of February 25.

Main by morning: Trump praises duties, bids for Warner Bros. go up

The market is underestimating the risks of hard-to-predict extreme events that could bring down quotations in the IT sector, economist Nassim Taleb said

Black Swan author predicts mass bankruptcies in the software sector

International Business Machines Corporation

CrowdStrike Holdings, Inc.

Microsoft Corporation

Walmart Inc.

One of the blows to the market came from a Citrini Research report claiming that the AI boom could unleash unemployment as high as 10%

A new wave of soft-apocalypse and fears over duties: US indices lost more than 1%

The European Union has warned of its readiness to freeze the ratification process of the trade agreement with the United States and asked the administration of US President Donald Trump for further clarification on America's new duty policy, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-23/eu-set-to-freeze-us-trade-deal-approval-over-trump-tariff-risk">writes</a>.

No choice: EU threatens to halt approval of US trade deal over Trump's duties

The U.S. Supreme Court's ruling that most of the import duties imposed by U.S. President Donald Trump are <a href="https://oninvest.com/article/verhovnyj-sud-ssa-otmenil-global-nye-posliny-prezidenta-trampa-rynki-rastut">illegal</a> and his response - imposing an additional global levy of 15% - is playing into the hands of emerging markets. They have been on the periphery of international investors' attention for many years, but now their indices are strongly outperforming developed markets.

Emerging market indices outperformed developed markets. Asia and Latin America attract investors 

Vanda Pharmaceuticals Inc.

Bentley Systems, Incorporated

Smurfit Westrock Plc

International Paper Company

Packaging Corporation of America

Alphabet Inc.

Amazon.com, Inc.

CoreWeave, Inc.

Blue Owl Capital Inc.

Celsius Holdings, Inc.

Comfort Systems USA, Inc.

Live Nation Entertainment, Inc.

AppLovin Corporation

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: tariff policy in the spotlight

Chevron Corporation

Exxon Mobil Corporation

BP p.l.c.

Shell plc

The talks are "guaranteed to fail" and then $100 a barrel oil is "well within reach," FGE NexantECA, a consulting firm, warned

Oil has fallen in price after the US and Iran's decision to continue nuclear talks. What's next?

Alibaba Group Holding Limited

Tencent Holdings Limited

Investors take insurance in case bitcoin drops to $60,000

Bitcoin falls below $65,000, gold hits three-week peak due to Trump's duties

US President Donald Trump has imposed temporary global duties of 15%, citing a "balance of payments crisis". The European Commission demanded that the US comply with the terms of last year's trade agreement, emphasizing that the new measures undermine market confidence. The value of bitcoin fell by 5% amid the new import fees. About these and other topics - in the review of key events for the morning of February 23.

Trump raised the global duty from 10% to 15%

Nasdaq rose at the end of the week for the first time in a month and a half