NVIDIA Corporation

Nebius Group N.V.

Oracle Corporation

Apple Inc.

The war in the Middle East has caused the biggest oil supply disruption in history, affecting about 7.5% of global supply. An investment boom brought 45 new billionaires linked to AI companies to the Forbes ranking. Nvidia announced a $2 billion investment in Arkady Volozh's cloud AI company Nebius to develop computing power and "AI factories." The main events of March 9-13 are in our review.

Highlights of the week: oil supply disruption, Nvidia and Nebius deal, new billionaires

Nvidia announced that it will invest $2 billion in Nebius, Arkady Volozh's cloud-based artificial intelligence company. Nebius shares soared 10.7% on the New York premarket. Their market value is up 15% since the opening of trading in the U.S. on March 11. Nvidia shares are up 1.4%.

Nvidia will invest $2 billion in cloud provider Nebius. Its shares jumped 15%

Arkady Volozh, CEO of cloud provider Nebius Group and founder of Yandex, has renounced his Russian citizenship, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-27/billionaire-yandex-founder-volozh-renounces-russian-citizenship">reports</a>, citing a source in the billionaire's entourage. The source said that Volozh received confirmation this week that he is no longer a Russian citizen.

Volozh, CEO of Nebius and founder of Yandex, renounced Russian citizenship

American investment company Compass Point has started covering shares of cloud provider Nebius Group, which is headed by Yandex co-founder Arkady Volozh. Compass analysts gave it a "buy" recommendation and a target price of $150, CNBC <a href="https://www.cnbc.com/2026/02/18/buy-this-ai-infrastructure-stock-that-has-doubled-in-the-past-year-says-compass-point.html">writes,</a> suggesting a potential upside of 54% from the last close.

Volozh's AI company Nebius has another bull. He expects the stock to rise 54%

Nebius Group, a provider of cloud computing for AI by Yandex founder Arkady Volozh, <a href="https://oninvest.com/article/ii-kompania-nebius-voloza-narastila-vyrucku-pocti-v-6-raz-za-god">reported</a> a sharp increase in revenue and capital expenditures in the fourth quarter on February 12. After the publication of the statements, the company's management held a conference call to answer questions from analysts and investors. Oninvest selected some of them.

AI demand, chip shortages and Tavily: four Nebius questions from investors and analysts

Cloud provider Nebius Group's 2025 revenue <a href="https://assets.nebius.com/assets/04f48f4e-48e9-468e-a428-ef16565c3fb5/Financial%20results_Q4%202025_11022026.pdf?cache-buster=2026-02-12T11:56:40.932Z">grew</a> 479% year-over-year to $529.8 million versus $91.5 million a year earlier. At the same time, the company's annualized recurring revenue (ARR) exceeded $1 billion at the end of the year, according to a letter from founder and CEO Arkady Volozh to shareholders.

Volozh's AI company Nebius grew revenue nearly 6x year over year

Nebius will report 4Q and 2026 results on Thursday

Volozh's Nebius will buy AI agent search firm Tavily 

One of Nebius' strengths is its mature management and strong team, analysts said 

Nebius stock is up 160% for the year. Why do Freedom analysts recommend buying them?

Tesla, Inc.

Alphabet Inc.

Microsoft Corporation

Amazon.com, Inc.

CrowdStrike Holdings, Inc.

Palo Alto Networks, Inc.

Palantir Technologies Inc.

Analytics firm Wedbush <a href="https://seekingalpha.com/news/4533386-apple-google-potential-ai-partnership-tech-stocks-gaining-among-wedbushs-top-10-tech-predictions-for-2026">has published its top 10 predictions</a> for the tech sector for 2026. Among them are the growth of Palantir, the partnership between Apple and Google in the field of AI, the takeover of Nebius by bigtech and the successful launch of robotaxis by Tesla, SeekingAlpha <a href="https://seekingalpha.com/news/4533386-apple-google-potential-ai-partnership-tech-stocks-gaining-among-wedbushs-top-10-tech-predictions-for-2026">writes</a>.

Nebius takeover, Palantir growth and robotaxis: Wedbush's top 10 tech predictions for 2026

CoreWeave, Inc.

Investor Jim Chanos, who predicted the collapse of Enron, one of the largest US companies, during the dot-com bubble, has warned of the warning signs he sees in the artificial intelligence market. He worries that cloud services that rent out servers to power AI are racking up loans secured by Nvidia chips, with most lacking a sustainable business model and a clear trajectory to profitability. This makes debt repayment problematic.

Investor who predicted Enron's collapse warned of cloud services default risks

SoftBank Corp.

Meta Platforms, Inc.

This week saw the end of the longest government shutdown in US history. Investment gurus sounded the alarm: Michael Burry accused Big Tech of artificially inflating profits, and Mark Mobius warned of an impending correction in the AI sector. The announcement of the stake sale to Nvidia caused SoftBank's stock price to decline, reflecting market doubts about the return on large-scale AI investments. At the same time, Arkady Volozh's Nebius signed a $3 billion contract with Meta, following an agreement with Microsoft. You can read about the main events from November 10 to 14 in our review.


Highlights of the week: US shutdown finale, Burry vs Big Tech, SoftBank sold to Nvidia

Advanced Micro Devices, Inc.

Coinbase Global, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.