A prominent short-seller believes that the optimism around AI has blinded investors - and because of this, they are failing to see the dangerous fragility of the market

Compressed Spring: why an investor in The Big Short is expecting a collapse like never before seen

AIA Group Limited

Minimax-wp

XPeng Inc.

According to the Nikkei consensus forecast, China's real GDP is expected to grow by 4.5% in 2026

China has lowered its GDP growth target to a historic low. Why is this good for stocks?

Emaar Properties PJSC

Dubai has been hit by a missile - it has become a serious stress test for the city, which positions itself as a global financial and investment center. However, so far, investors are reacting with restraint to the event, which should have shaken up one of the most expensive real estate markets in the world, partner of CTL multifamily office Ekaterina Ponka told Oninvest.

Emirates under missile attack: a test of the resilience of the Sheikh economy

Amazon.com, Inc.

SK hynix Inc.

Samsung Electronics Co., Ltd.

Singapore Airlines Limited

Cathay Pacific Airways Limited

The military phase of the renewed conflict between the US, Israel and Iran continues for the sixth day in a row. What is happening in the markets and what analysts say about it - we have collected the main things by March 5.

Amazon data centers under attack, possible chip supply disruptions: Day 6 of the Iran war

NVIDIA Corporation

Broadcom Inc.

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

MIRAE ASSET Life Insurance Co., Ltd.

Wall Street hedge fund Amont Partners is betting on SK Hynix

Stocks in Korea after record collapse make highest jump since 2008

Tesla, Inc.

Uber Technologies, Inc.

Bank of America Corporation

Bank of America resumed coverage of Tesla shares on March 4 with a buy recommendation. Prior to the suspension of analytical support, the bank had a neutral stance on the company. According to BofA, the company's progress in autonomous driving and robotaxi services could be the next stage of its growth. Tesla shares jumped 3.5% in trading Wednesday, but are down 10% since the beginning of the year.

Future robotaxi leader: BofA recommended buying Tesla stock

A U.S. Navy convoy for tankers passing through the Strait of Hormuz is unlikely to reduce oil traders' concerns about possible supply disruptions, analysts at Bloomberg Economics said

Three ships instead of a hundred: what is happening in the Strait of Hormuz

Quarterly results of chipmaker Broadcom exceeded Wall Street forecasts. Revenue <a href="https://www.prnewswire.com/news-releases/broadcom-inc-announces-first-quarter-fiscal-year-2026-financial-results-and-quarterly-dividend-302704490.html">increased </a>29% year-over-year to $19.31 billion versus expectations of $19.18 billion, CNBC <a href="https://www.cnbc.com/2026/03/04/broadcom-avgo-q1-earnings-report-2026.html">reports </a>. Adjusted earnings per share came in at $2.05, while analysts had expected $2.03.

Broadcom failed to impress the market with its revenue forecast. What about the stock?

Advanced Micro Devices, Inc.

Micron Technology, Inc.

U.S. stocks rose sharply on Wednesday, March 4, continuing the recovery that began at the end of the previous session. The market was led by technology companies. The rally was also helped by the easing of investors' fears of a slowdown in economic growth in the U.S., thanks to fresh data on private sector employment and growth in the U.S. service sector.

Tech company recovery rally and volatile oil: results of the fifth day of war with Iran

Exxon Mobil Corporation

Chevron Corporation

Occidental Petroleum Corporation

Shell plc

BP p.l.c.

On Wednesday, Brent and WTI crude oil prices pulled back slightly from the highs reached on Tuesday

Goldman Sachs and UBS have raised their oil price forecasts. Why could it reach $100?

The opportunity to invest $100 billion in OpenAI is likely "off the table" for Nvidia, and the chipmaker's latest investment in the AI startup "could be its last," the chipmaker's CEO Jensen Huang said at a Morgan Stanley conference, CNBC <a href="https://www.cnbc.com/2026/03/04/nvidia-huang-openai-investment.html">reports </a>. We're talking about a <a href="https://oninvest.com/article/amazon-nvidia-i-softbank-investirovali-v-openai-ee-stoimost-vyrosla-na-46">recent round</a> in which, in addition to Nvidia, Amazon and SoftBank also participated. Together they contributed $110 billion, Nvidia's contribution amounted to $30 billion. At the end of the deal, the value of OpenAI was estimated at $730 billion.