GLOBALFOUNDRIES Inc.

HighPeak Energy, Inc.

Netskope, Inc.

UiPath, Inc.

Bumble Inc.

Petco Health and Wellness Company, Inc.

Oracle Corporation

Papa John's International, Inc.

Nebius Group N.V.

NVIDIA Corporation

UniFirst Corporation

Cintas Corporation

Sprinklr, Inc.

The Campbell's Company

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: foreign and trade policies form a negative background

Netflix, Inc.

Seagate Technology Holdings plc

Futures on U.S. stock indices and shares of the Asia-Pacific region collapsed amid a rally in oil prices The cost of Mark Brent at one point exceeded $100 per barrel. Donald Trump's administration has launched trade investigations against China, the EU and more than a dozen other economies, preparing the legal basis for new duties. Netflix is going to buy Ben Affleck's AI company, Bloomberg sources have learned. About these and other topics - in our review of key events for the morning of March 12.

AeroVironment, Inc.

UWM Holdings Corporation

The Boeing Company

Morning in New York: seeking balance between macro data and geopolitics

For the first time in 15 years, Oracle was able to grow both revenue and profit by more than 20%

Revenue at Oracle's key division rose 84%. Shares soared 9%

Amazon.com, Inc.

Meta Platforms, Inc.

Alphabet Inc.

Investor demand for U.S. investment-grade bonds is four times the size of offerings this year

Amazon has launched the largest bond offering in history for the sake of spending on AI

Oracle's stock, which has already lost more than 50% since its September peak, is under pressure amid controversy surrounding big tech companies' spending on AI

'Whatever you do, you lose': why is Oracle's stock falling ahead of the report?

Adobe Inc.

Bayerische Motoren Werke Aktiengesellschaft

The week began with a sharp jump in oil prices and a collapse on Asian stock exchanges - the conflict between the U.S. and Iran is dragging on, and investors are increasingly concerned about the destabilization of the global economy. Market attention will continue to be focused on events in the Middle East, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-middle-east-developments-oil-prices-in-focus-u-s-inflation-due-8143012a?mod=Searchresults&amp;pos=1&amp;page=1#:~:text=View%20more-,All%20eyes%20will%20be%20on%20developments%20in%20the%20Middle%20East,-after%20the%20U">writes</a> The Wall Street Journal.

Iran war, US inflation, Oracle report: what investors need to know this week

Berkshire Hathaway Inc.

Victoria's Secret & Co.

The Gap, Inc.

Marvell Technology, Inc.

Morning in New York: macro data will increase volatility

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

Microsoft Corporation

Oracle, the owner of cloud services and data centers for AI, plans to cut thousands of employees in various departments, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-05/oracle-layoffs-to-impact-thousands-in-ai-cash-crunch">reports</a> citing sources. The company needs to optimize spending against the background of a sharp increase in spending on infrastructure for AI. This spending has already forced it to significantly increase its debt load. Investors liked the new way - the shares rose in price amid a general sell-off in the market.

Oracle is preparing massive employee layoffs. Money is needed for data centers for AI

CrowdStrike Holdings, Inc.

Palantir Technologies Inc.

Zscaler, Inc.

Intuit Inc.

At the same time, bets against software stocks reached the highest level since the 2008 crisis

Is the "software apocalypse" over? The war in Iran has not prevented the return of investors in software

Investment bank Oppenheimer advised to seize the opportunity and buy shares of software developer and owner of cloud storage Oracle. The analyst believes that the recent sharp fall in the company's quotations has formed an attractive ratio of risk and potential returns for investors.

Oppenheimer recommended buying Oracle stock on the downturn. Why he expects them to grow by 25%