NextVision Stabilized Systems, Ltd.

Aryt Industries Ltd.

Gilat Satellite Networks Ltd.

Mobilicom Limited

ParaZero Technologies Ltd.

The escalating conflict between Israel and the U.S. and Iran is fueling demand for modern warfare defense and software systems faster than supply chains can keep up. In Israel’s equity market, this has significantly boosted defense and tech companies. On <a href="https://www.tradingview.com/news/te_news:529637:0-israel-stocks-hit-record-high/#:~:text=Israel%E2%80%99s%20main%20stock%20index%2C%20the%20TA%2D125%2C%20surged%20nearly%206%25%20on%20Monday">Monday</a>, the Tel Aviv Stock Exchange’s benchmark TA-125 index rose as much as 6% intraday. On <a href="https://market.tase.co.il/en/market_data/index/137/major_data#:~:text=Previous%20Trading%20Days">Tuesday</a>, the index closed up 4.75%.

Which small Israeli defense tech stocks can vie with large peers for defense budgets?


European indices recoup losses after Tuesday's drop and collapse in Asia

Stocks in Europe rise fast in defiance of Trump and war threats What else is in the markets

GitLab Inc.

GitLab, a mid-cap provider of software development tools, fell nearly 9% in the first minutes of Wednesday's premarket trading after <a href="https://ir.gitlab.com/news/news-details/2026/GitLab-Reports-Fourth-Quarter-and-Full-Year-Fiscal-Year-2026-Financial-Results-Board-of-Directors-Authorizes-400-million-for-Share-Repurchase-Program/default.aspx">warning</a>&nbsp;that revenue growth will slow in the near term. CEO Bill Staples&nbsp;<a href="https://www.wsj.com/business/earnings/gitlab-sees-ai-agent-platform-hybrid-pricing-driving-growth-131daa1a">said</a>&nbsp;"we aren’t satisfied with our revenue growth guidance."

Software provider GitLab sees shares tumble on disappointing sales guidance

The New York Times' interlocutors told the New York Times that despite Iranian officials' demonstrative refusal to negotiate with the U.S., they did contact the U.S. side after the conflict began with an offer to discuss the terms of a cease-fire

The US dollar suffered its strongest drop in a month: NYT writes about Iran's peace initiative

Air Arabia PJSC

Emirates NBD Bank PJSC

Air France-KLM SA

Damartex

International Consolidated Airlines Group S.A.

United Airlines Holdings, Inc.

Delta Air Lines, Inc.

UAE stock exchanges opened down, the first trading day in the Emirates after the war started. In order to stabilize the market, trading floors temporarily <a href="https://www.tradingview.com/news/reuters.com%2C2026-03-03%3Anewsml_Zaw2wS3dX%3A0-zawya-news-uae-s-dfm-and-adx-to-resume-trading-on-wednesday-march-4">set the</a> limit down threshold - limit down - at 5%. Lyudmila Milevskaya, Oninvest's correspondent in the UAE, tells us how life in the country has changed since the start of military operations.

Limit down: what is happening in the UAE

Moderna, Inc.

Box, Inc.

indie Semiconductor, Inc.

AnaptysBio, Inc.

Pinterest, Inc.

Ziff Davis, Inc.

Best Buy Co., Inc.

Target Corporation

On Holding AG

Archer Aviation Inc.

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

New York Morning: Wall Street remains under the pressure of geopolitics

As oil rises in price and Asian indices go into a steep dive, David Solomon warns: it will take weeks to realize the consequences of war in the Middle East

Goldman Sachs head surprised by 'calm' markets amid conflict in Middle East

Amazon.com, Inc.

Over the past few months, the emergence of AI agents has "crashed" the market, and they allegedly managed to crash Amazon last December. You can find stories online of AI agents doing some amazing things, such as rewriting their own work rules and refusing to <a href="https://t.me/abstractDL/358">self-delete</a>. They even have their own <a href="https://www.moltbook.com/">social network</a> where they discuss work and people. Now everyone is no longer just talking about artificial intelligence, but about agent-based systems. What are they and what should we expect from them?

Artificial intelligence has emerged from the chat room: what do we risk from the rapid development of AI agents? 

Analysts consider the most optimistic outcome for the market as well as the most unlikely one

Bloomberg described four scenarios for the development of the Iranian crisis: from shock to bullish

The escalation of the conflict in the Middle East continues for the fifth day. What is happening in the markets and what analysts say about it - we have collected the main points.

Oil storage tanks full, gas at a three-year high: fifth day of war in Iran

Samsung Electronics Co., Ltd.

SK hynix Inc.

NVIDIA Corporation

Alphabet Inc.

Major technology companies - Nvidia, Amazon and Alphabet - have stepped up security measures for employees in the Middle East region. Sam Altman, head of OpenAI, said at a meeting with employees that the company does not make decisions about how its technologies are used by the Pentagon. About these and other topics - in our review of key events by the morning of March 4.

Morning Highlights: Asian markets fall, Anthropic's Claude tops the leaderboard

Hyundai Motor Company

In the anti-leaders were securities of recent drivers of the Korean market - Samsung, SK Hynix and Hyundai