Investors shorted the U.S. market and Asian stocks for the fifth straight week, choosing European energy as a defense

Hedge funds are betting against the US and Asia, Goldman has learned. Why are they waiting for growth in Europe?

NVIDIA Corporation

Advanced Micro Devices, Inc.

Jacobs Solutions Inc.

Eaton Corporation plc

Vertiv Holdings Co

WESCO International, Inc.

Bentley Systems, Incorporated

Avnet, Inc.

Arrow Electronics, Inc.

The Timken Company

TE Connectivity plc

In February, software vendors' shares collapsed due to investors' fears that AI was threatening their business. Now the SaaS sector has almost recovered from the "software apocalypse". And Nvidia CEO Jensen Huang said that SaaS companies will eventually become AaaS - and sell AI agents. Vladimir Tsuprov, an investor and author of the <a href="http://t.me/v_tsuprov">Telegram channel VTs</a>, wrote what this means for Nvidia itself and how to invest in the growing AI-agent sector.

Nvidia CEO Jensen Huang believes that SaaS companies will sell AI agents and become AaaS. How can an investor make money from this?

Fears of stagflation amid war with Iran have led to a sharp decline in the global debt market: in March, the value of bonds fell by more than $2.5 trillion. For the bond market, this could be the largest monthly decline in more than three years, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-23/bonds-lose-2-5-trillion-in-iran-war-wipeout-that-mirrors-2022">writes.</a>

Bond market lost $2.5 trillion due to war with Iran. This is a repeat of the 2022 collapse

U.S. stock futures rose sharply after U.S. President Donald Trump said Washington and Tehran have had "productive talks" over the past two days and signaled a suspension of strikes on Iranian power plants and energy infrastructure, CNBC <a href="https://www.cnbc.com/2026/03/22/stock-market-today-live-updates.html">reported</a>.

Stocks rise, oil falls after signals of de-escalation of US-Iran conflict

Trump says "very good and productive talks" with Iran

The cost of Brent collapsed by 14%. The price fell below $100 per barrel

The parties are engaged in "productive talks", the US president added

Trump announces temporary ceasefire on Iran's energy infrastructure

The Mosaic Company

Freedom Broker has revised downward its rating on Mosaic, a mid-cap fertilizer producer, to "sell" and slashes its target price. The conflict in the Middle East has triggered a domino effect, disrupting the production of natural gas and oil, key inputs for fertilizer production, analysts write. This is driving up energy prices and could significantly hit Mosaic’s profitability.

Freedom Broker downgrades rating, TP on fertilizer producer Mosaic amid Iran conflict

Palantir Technologies Inc.

United Airlines Holdings, Inc.

Synopsys, Inc.

Tencent Holdings Limited

Super Micro Computer, Inc.

Nexstar Media Group, Inc.

Janus Henderson Group plc

Box, Inc.

Scholastic 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: "bears" remain in the majority

Gold's collapse followed the worst week for gold since 1983

The price of gold has squandered all of the gains made in 2026. Why doesn't it work as a "haven"?

Schaeffler AG

Tesla, Inc.

Ningbo Tuopu Group Co.,Ltd.

Hyundai Corporation

Shenzhen Inovance Technology Co.,Ltd

Science Applications International Corporation

CONTEMPORARY AMPEREX TECHNOLOGY

Unitree Robotics has filed for an IPO in Shanghai, expecting to raise 4.2 billion yuan ($610 million), the world's second-largest company in terms of humanoid robot shipments. The listing should show how much investors trust the future of robotics. Roman Mighty, looked into where the humanoid robot industry will make its profits - and how to be the first to capitalize on it?

The $25 trillion market: how to make money from humanoid robots

Air Canada

Chorus Aviation Inc.

Wall Street has been positive lately about Air Canada and its regional flight operator Jazz

An Air Canada plane crashed into a car on landing in New York. There are fatalities

Shell plc

BP p.l.c.

The cost of gold collapsed by 9% in trading on March 23. Key stock indices in Europe fell sharply after the opening of stock exchanges on Monday against the background of tougher rhetoric of the United States and Iran, which led to an increase in oil and natural gas prices. The drop in stocks in Europe followed a collapse in Asia. Stock index futures in the U.S. are also down significantly.

Larry Ellison