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

Exxon Mobil Corporation

Chevron Corporation

Occidental Petroleum Corporation

Shell plc

BP p.l.c.

The strike was aimed at military targets only, claims US president

The US has attacked the Iranian island of Kharq. Iran's largest oil terminal is located there

Hedge funds have taken the most bullish stance on Brent crude in six years ahead of this week, which has been one of the most volatile weeks in the market's history, Bloomberg reported.

Hedge fund bets on Brent price rise hit highest since 2020. What it means

The Cboe index, which tracks oil price volatility, has reached its highest level since 2020

Tension in markets nears highest since Trump imposed duties

Stocks in the U.S. ended a third straight week of declines. The main U.S. index S&amp;P 500 fell to its lowest level in 2026. The stock market is following the oil market, which continued to grow on Friday: the cost of Brent exceeded $103 per barrel and came close to $104.

Stocks down for the third week, S&amp;P 500 low, Brent over $103: results of the 14th day of war

United Airlines Holdings, Inc.

Delta Air Lines, Inc.

TD Cowen analysts have lowered earnings forecasts for several major airlines

Airlines in the U.S. have sharply increased prices because of war and oil. Whose business is more protected?

Meta Platforms, Inc.

Alphabet Inc.

It lost in tests to AI from Google, OpenAI and Anthropic

'A new era for humanity' will be delayed: Meta postpones launch of new AI model - NYT

Wall Street is "trading threateningly along the lines of 2007-2008," Bank of America strategist Michael Hartnett wrote in a note to clients. In his opinion, the jump in oil prices amid the war with Iran and growing market fears around private lending resemble in market activity the period preceding the global financial crisis of 2008, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-13/bofa-s-hartnett-warns-markets-are-starting-to-look-like-2008?embedded-checkout=true">writes</a>.

Ominous dynamics: BofA sees 3 signs in the market before the 2008 crisis

Investors should not panic because of the rapidly changing market situation related to the war in Iran and the rising cost of oil, according to analysts <a href="https://markets.businessinsider.com/news/stocks/where-to-invest-stock-market-strategy-oil-us-iran-war-2026-3">surveyed by</a> Business Insider. Their advice is based on historical experience: in the post-World War II period, markets recovered losses 72% of the time within six months of the outbreak of military conflicts, according to Art Hogan, chief market strategist at B. Riley Wealth Management's Art Hogan. "So any abrupt change in a long-term investment portfolio is likely to be a mistake," he told Business Insider.

The US-Iran war is dragging on. What investors should do: 5 tips from Business Insider

At mid-day on March 13, America's broad index of stocks, the S&amp;P 500, and the tech-heavy Nasdaq Composite lost the gains that both indices <a href="https://oninvest.com/article/akcii-ssa-rastut-na-fone-valyh-ekonomiceskih-dannyh-pocemu">had posted in</a> the early hours of the trading session.

The market is waiting for the opening of the Straits Times: the S&amp;P 500 and Nasdaq lost gains, oil soared to $102

This, citing sources familiar with the situation, was reported by the Financial Times, in Italy the information about participation in such negotiations was rejected

France and Italy agree with Iran on safe passage through the Strait of Hormuz

The war in the Middle East, which has deprived the world of about 20% of the global supply of oil and liquefied natural gas, is changing expectations about global inflation, economic growth and the outlook for monetary policy. An average oil price of $150 or even $200 a barrel no longer seems impossible to analysts, and such a rise could reignite inflation.

Small caps