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

Amazon.com, Inc.

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

Panic in Korea's stock market triggered the biggest drop in nearly 20 years

Pinterest, Inc.

Shares of image and idea search service Pinterest <a href="https://finance.yahoo.com/quote/PINS/">rose</a> 9.3% on Tuesday, March 3, despite a broad market sell-off, after the company <a href="https://investor.pinterestinc.com/news-and-events/press-releases/press-releases-details/2026/Pinterest-Announces-1-Billion-Strategic-Investment-from-Elliott-and-2-Billion-of-Near-Term-Share-Repurchases/default.aspx">announced a </a>$1 billion strategic investment by activist fund Elliott Investment. The deal was arranged through a bond purchase at a 30% premium relative to the closing price on March 2.

Pinterest's stock soared 9%. Activist fund invested $1 billion in it

Palantir Technologies Inc.

The US conflict with Iran clearly demonstrates the value of solutions from Palantir, which develops AI also for the military, according to Rosenblatt analysts. According to their forecast, this could lead to the growth of the company's shares by almost 40%.

Rosenblatt expects Palantir shares to rise nearly 40% due to the Iran war

Stocks are trading from headline to headline, and investors are still finding it difficult to assess the risks associated with the conflict in Iran, analysts say

'There was nowhere to hide in the market': US indices and gold fall on fourth day of war

Fears of high interest rates and a strong dollar put pressure on the price

"A benchmark in an opaque environment": gold is down 5% after a four-day rally

Apple Inc.

At the same time, the company increased the minimum memory size

Apple revealed the new MacBooks and increased their starting price

Compagnie Financiere Richemont SA

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Kering SA

The Middle East is not the largest but an important market for the industry

Luxury stocks have fallen in price due to the U.S.-Iran war. Hermes at a two-year low

Norway, which has large gas reserves, is not ready to increase production

European gas prices jump 47% after Qatar LNG complex suspended

Elbit Systems Ltd.

RTX Corporation

Lockheed Martin Corporation

The Boeing Company

Metallus Inc.

Kennametal Inc.

ATI Inc.

Taylor Devices, Inc.

V2X, Inc.

Elsight Limited

U.S. Secretary of State Marco Rubio said that Tehran produces about 100 ballistic missiles a month, while the Americans have only 8 THAAD interceptors in the same time. But the main problem now is Iranian drones that attack US allies across the Middle East. If the intensity of Shahed-136 launches continues at the current level, the stockpile of PAC-3 (Patriot Advanced Capability-3) missiles in the region could dwindle to a critical level within days, a Bloomberg source said.

Arms race: from MIC giants to small and medium-sized contractors

Escalation of the conflict in Iran and a jump in energy prices caused the strong performance of the U.S. currency

Small caps