Arm Holdings plc

Arm expects the new chip, whose production the company announced the day before, to generate about $15 billion in revenue by 2031

Arm shares soared 20%. They were advised to buy them by analysts at Raymond James

Meta Platforms, Inc.

The U.S. has offered Iran a 15-point settlement plan. Arm shares rose after announcing its own artificial intelligence chip and forecasting a six-fold increase in revenue by 2031. Elon Musk's SpaceX could file for an IPO as early as this week. And Meta is trying to retain top managers with options tied to a sharp rise in prices. About these and other topics - in our review of key events by the morning of March 25.

Intel Corporation

Advanced Micro Devices, Inc.

This is a radical reversal of Arm's business model, which has been called the "Switzerland" of the semiconductor industry


Arm enters the proprietary chip market and challenges Intel and AMD

Donald Trump has dramatically reduced tensions over war with Iran. OpenAI, which is preparing for an IPO, warned of the risks of dependence on Microsoft, high infrastructure costs (up to $665 billion for computing) and legal threats, including disputes with Elon Musk and users. Meta has stepped up its bet on AI agents, hiring a team from startup Dreamer and integrating it into its Superintelligence Labs division. About these and other topics - in our review of key events by the morning of March 24.

Highlights for this morning: Trump's turnaround, Meta boosts AI race, OpenAI names pre-IPO risks

Meta Platforms CEO Mark Zuckerberg is developing a personal AI agent to assist him as head of the company, an unnamed source <a href="https://www.wsj.com/tech/ai/mark-zuckerberg-is-building-an-ai-agent-to-help-him-be-ceo-eddab2d5?mod=hp_lead_pos5">told</a> The Wall Street Journal.

Zuckerberg is developing an AI agent to help him run Meta - WSJ

Nebius Group N.V.

Micron Technology, Inc.

Escalation in the Middle East has triggered a spike in oil and gas prices and heightened the risks of a prolonged energy shock. Regulators and governments are looking for ways to contain prices, from easing sanctions on Iranian oil to temporarily repealing the Jones Act in the US. Meanwhile, hotels in Dubai are cutting prices - occupancy in the emirate has fallen from 90% to 16% due to the shelling. Against this backdrop, central banks are keeping rates on hold, but signaling rising inflation risks and high uncertainty. The main events from March 16 to 20 - in our review.

Highlights of the week: energy prices spike, Fed pause, Dubai hotels cut prices

NVIDIA Corporation

Since the beginning of March, the businessman has risen in the Forbes world ranking by 378 lines at once

Volozh's fortune rose $0.5 bln in a day after Nebius agreement with Meta

All four major U.S. stock indices rose in trading on March 16 on the back of falling oil prices. The international benchmark Brent fell below $100 per barrel, losing more than 3% in price. Investors are cautiously hoping for the resumption of shipping in the Strait of Hormuz, which is key to oil exports from the Persian Gulf, and are also waiting for the arrival of raw materials from strategic reserves on the market.

Brent oil cheaper than $100, S&amp;P 500 up 1%, fear index down: results of the 17th day of the war

Nebius shares soared nearly 15% before the opening of the main session in New York

Nebius has been awarded one of Meta's largest AI capacity contracts ever 

Dollar Tree Inc. R

Blue Owl Capital 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 expect a rebound after Friday's sell-off

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

Amazon.com, Inc.

Apple Inc.

Tesla, Inc.

Sirens and explosions were heard and smoke from a fire was seen in Dubai on the morning of Friday, March 13. The U.S. has temporarily allowed the purchase of Russian oil already at sea to stabilize energy markets amid a war with Iran. Ma has delayed the launch of its new Avocado AI model until May-June due to weaker performance compared to Google Gemini. About these and other topics - in our review of key events by the morning of March 13.