Venture Global, Inc.

Cheniere Energy, Inc.

On Monday, the securities of the company, which has collapsed 60% since its IPO, added 17%, the same amount they are rising by in the March 3 premarket

A little-known US LNG exporter could be a beneficiary of the EU gas crisis

Shell plc

Eni S.p.A.

TotalEnergies SE

Galp Energia, SGPS, S.A.

Wall Street's largest investment bank sees European share prices as "efficient rather than outright overvalued"

JPMorgan bet on Europe's oil and gas majors over Gulf risks

NVIDIA Corporation

Amazon.com, Inc.

Norwegian Cruise Line Holdings Ltd.

AST SpaceMobile, Inc.

MongoDB, Inc.

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: geopolitical pressures are mounting

BP p.l.c.

TUI AG

The Stoxx Europe 600 lost more than 2% at the opening of trading

Iran war pushes EU stocks to biggest two-day drop since April

Energy supplies through the Strait of Hormuz have been disrupted - a scenario analysts called "worst-case" among the possible consequences of escalating conflict in the Middle East 

Coal at highs, oil at $80: What's happening in the markets on day 4 of the Iran war

Hanwha Aerospace Co., Ltd.

Korea Aerospace Industries, Ltd.

LIG Nex1 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

The risk of oil price rise to $100 per barrel is now considered real even by stock "bulls", notes Bloomberg

Wall Street warned against buying back U.S. stocks on the downturn because of the threat of $100 oil

American investor Steve Iceman, who managed to capitalize on the 2008 global financial crisis and became the prototype of one of the main characters in the movie "The Downgrade Game," believes that investors should ignore the war between the U.S. and Iran, CNBC <a href="https://www.cnbc.com/2026/03/02/steve-eisman-says-investors-should-ignore-us-iran-war-will-be-long-term-positive.html">reports </a>. On the long horizon, it could prove positive for markets, Iceman told the network.

"Wouldn't change a trade." Investor from "The Downgrade Game" on strategy in a time of war

The commander of Iran's Islamic Revolutionary Guard Corps said the Strait of Hormuz is closed and "any ship that tries to pass will be set on fire," Reuters <a href="https://www.reuters.com/world/iran-live-israel-strikes-hezbollah-uk-base-hit-cyprus-conflict-widens-2026-03-02/">reported </a>, citing Iranian media.

Iran has closed the Strait of Hormuz, a crucial oil corridor

He allowed that the hostilities could last longer than 4-5 weeks

"Timing is not important." Trump named four goals of military operation in Iran

Analysts expect the S&amp;P 500 to grow by 13% by the end of the year - only a sharp and sustained rise in the price of oil can change this forecast

Morgan Stanley refused to change its bullish outlook on US stocks because of the Iran war

Rolls-Royce Holdings plc

Citigroup has revised its global strategy, choosing the UK's FTSE 100 index as its main "geopolitical hedge"