Investors now it is more important to follow not political statements, but the structural weaknesses of importing countries, for which this conflict may become critical, JPMorgan strategist believes

The bottleneck: how the Iran crisis is reshaping the energy risk map

MarketGauge investment strategist Michelle Schneider recommends keeping an eye on silver

The Gulf War has paralyzed a leading gold hub. Will prices spike?

Broadcom Inc.

CrowdStrike Holdings, 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: investors remain cautious

Ondas Inc.

BlackSky Technology Inc.

Iridium Communications Inc.

Oppenheimer analysts have identified three small companies whose technology could help the U.S. and its allies defend against drone attacks in the Middle East. “It appears the US and Israel have significantly underestimated Iran’s drone capabilities,” Oppenheimer analyst Timothy Horan wrote in a research note <a href="https://www.barrons.com/articles/anti-drone-stocks-iran-war-ondas-blacksky-iridium-4066149d?mod=RTA">cited</a>&nbsp;by Barron’s.

Oppenheimer names three promising small caps making counter-drone technology

According to Bloomberg, the operator of the oil tanker is a unit of Angola's oil state company

Tanker attacked off Iraq coast, largest since Iran crisis began - Bloomberg

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

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

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

The three major U.S. stock indices began trading on March 4 - the fifth day of the U.S. war with Iran - with gains. The US stock market followed the European market in its optimism - and in contrast to the collapsing Asian indices. Investors are cheered by declining oil prices and are also closely following reports of possible negotiations between the conflicting sides.

U.S. stocks rose at the opening bell for the first time since the start of the war in the Middle East

Small caps are more vulnerable than large caps to further escalation of the conflict in the Middle East, according to a BofA <a href="https://www.investing.com/news/stock-market-news/russell-2000-how-exposed-is-it-to-the-iran-shock-4537982">note</a>. The main risk is a stagflation shock triggered by higher oil prices. At the same time, small caps tend to recover faster than their large-cap peers after risk-off periods, BofA points out.