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

Palantir Technologies Inc.

Artificial intelligence has changed the way war is fought, Alex Karp is convinced

"Winner takes all": Alex Karp on AI in war, Palantir and Anthropic missions

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%

Nvidia will provide Thinking Machines Lab with next-generation processors Vera Rubin

Nvidia invests in startup of ex-OpenAI head who replaced Altman after his resignation

Alibaba Group Holding Limited

American Airlines Group Inc.

Meta Platforms, Inc.

Investor and billionaire David Tepper has liquidated positions in U.S. regional banks, a sector he has been buying back during periods of market turbulence, Appaloosa Management's fourth-quarter 2025 <a href="https://13f.info/13f/000165645626000001-appaloosa-lp-q4-2025">report</a> showed. The investor also began taking money out of chip makers. Tepper used the freed-up capital to buy shares of Alphabet, Meta and troubled American Airlines. How his portfolio has changed - in this material.

Nvidia, Alibaba, American Airlines: how billionaire David Tepper's portfolio has changed

Caterpillar Inc.

The Boeing Company

3M Company

Advanced Micro Devices, Inc.

GE Aerospace

Major U.S. stock market indices collapsed on Thursday, March 5, failing to hold Wednesday's gains. Fears around the war with Iran intensified after it became known about strikes on several oil tankers. This triggered a panic sell-off, the price of oil jumped and the fear index soared. By the close of trading, the fall in stocks and the oil rally had slowed - in anticipation of a possible <a href="https://www.reuters.com/business/energy/us-weighs-oil-futures-market-action-combat-rising-energy-prices-wh-official-2026-03-05/">announcement of </a>measures to curb energy prices by the US Treasury Department.

Oil rally, stock market panic and falling gold: results of the sixth day of the war

Broadcom Inc.

Marvell Technology, Inc.

Intel Corporation

Shares of Nvidia, AMD and Marvell have fallen sharply in price

The US may impose export licensing on all AI chips. What does this mean for the market?

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

Samsung Electronics Co., Ltd.

SK hynix Inc.

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

Amazon.com, Inc.

Tesla, 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

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.

$100 billion off the table: Nvidia no longer plans to invest in OpenAI before IPO

The Singapore billionaire invested about $180 million in the deal, Bloomberg estimated