The Mosaic Company

TotalEnergies SE

Exxon Mobil Corporation

Chevron Corporation

Cheniere Energy, Inc.

Alcoa Corporation

CF Industries Holdings, Inc.

Nutrien Ltd.

Occidental Petroleum Corporation

In the third week of U.S. and Israeli military action against Iran, commodity markets entered a phase that CNBC <a href="https://www.cnbc.com/2026/03/01/experts-weigh-potential-scenarios-for-oil-if-strait-of-hormuz-closes.html">compares</a> to the oil crisis of the 1970s. The blockade of the Strait of Hormuz has effectively cut off Asia's and Europe's largest consumers from some of their suppliers of energy, metals and chemicals. Who loses from this and who stands to gain?

Which companies will benefit from the disruption of raw material supplies due to the Iran war 

Microsoft Corporation

Amazon.com, Inc.

Minimax-wp

Knowledge Atlas Technology Joint Stock Company Limited

Oil prices fell after Iraq agreed to resume exports through Turkey to bypass the Strait of Hormuz and U.S. crude inventories were higher than expected. Nvidia CEO Jensen Huang's stock surged on Chinese AI tigers. Microsoft is preparing for a possible lawsuit with Amazon and OpenAI over circumventing Azure exclusivity. On these and other topics - in our review of key events for the morning of March 18.

Highlights for the morning: oil is cheaper, AI tigers take off, Microsoft vs. OpenAI and Amazon

AI will destroy 34 million U.S. jobs by 2030. What to prepare children for?

NVIDIA Corporation

The situation with obtaining export licenses from Washington has improved in recent weeks

Beyond the $1 trillion forecast: Nvidia resumes expansion into China's AI market

Nebius Group N.V.

The company's stock collapsed 10.4 percent on March 17

Citi predicted Nebius shares growth by 45%. Why is the bank not afraid of the securities falling?

Palantir Technologies Inc.

Oracle Corporation

Advanced Micro Devices, Inc.

QUALCOMM Incorporated

Analysts have compiled the top 5 companies whose sales will grow the most by 2029

Only one company can surpass Nvidia in revenue growth over 5 years. Who to bet on?

The Boeing Company

Commercial airplane production won't turn a profit until 2027 at the earliest

Boeing postpones key division's earnings forecast. What about the stock?

Delta Air Lines, Inc.

American Airlines Group Inc.

Eli Lilly and Company

All four major U.S. stock indexes rose for the second day in a row, with the Russell 2000 index of small and mid-capitalization companies rising the most. Stocks continued to rise in price, despite the fact that oil also increased in price. In the past days of the U.S. war with Iran, the stock market perceived it negatively and sold off stocks. Now investors are waiting for the Fed's rate decision and its comments on the situation.

Oil rose in price, but US stocks rose for the second straight day: results of the 18th day of the war

Due to falling demand for smartphone chips, Qualcomm is trying to diversify its business

Largest mobile processor maker to buy back its shares for $20 billion

Global investment fund managers are increasing cash holdings at the fastest pace since the COVID-19 pandemic: the war in Iran and risks in the private credit segment are undermining previous optimism, the Financial Times<a href="https://www.ft.com/content/0906a9ed-3b00-4f95-9ad8-44a49d025e57?syn-25a6b1a6=1"> writes</a>.

Investment funds withdraw assets to cache at record pace since pandemic amid Iran war

The European Commission (EC) <a href="https://finance.ec.europa.eu/document/download/66e8fd7d-8057-4b9b-96c2-5e54bf573cd1_en?filename=faqs-sanctions-russia-consolidated_en.pdf">has put an</a> end to a long-standing dispute between banks and fintech start-ups with Russian clients residing in the EU. Officials have issued a clarification: Russian citizenship alone is not grounds for closing an account.

European Commission tells banks how to apply payment sanctions to Russians with residence permits 

Novo Nordisk A/S

HSBC analysts called the market for obesity drugs "bloated"

Retail