ASML Holding N.V.

Deutsche Lufthansa AG

LVMH Moet Hennessy - Louis Vuitton, Societe Europeenne

Tehran demands legalization of navigation fees in the Strait of Hormuz

Oil collapses, luxury rally, dollar falls: Trump's agreement with Iran has roiled markets

Major U.S. indices <a href="https://www.cnbc.com/2026/03/08/stock-market-today-live-updates.html">collapsed</a> at the opening on March 9 by more than 1%. The war in the Middle East has pushed the oil market beyond previous stress models. Brent is trading around $100 per barrel, and at the opening of the Asian session the price rose to almost $120. The main driver is not only strikes on energy infrastructure, but also the actual stoppage of traffic through the Strait of Hormuz. For investors, this is no longer a local geopolitical episode, but a whole macroeconomic shock, which strengthened the demand for the dollar, <a href="https://www.ft.com/content/176a8568-5982-459a-a36a-d2cbf577568a?utm_source=chatgpt.com#:~:text=Iran%20war%20muddles%20expectations%20of%20likely%20Federal%20Reserve%20interest%20rate%20cuts">reduced</a> expectations of a soon easing of the Fed policy, and led to a large-scale sell-off in Europe and Asia.

A nightmare, prolonged stress or a quick pullback: what to expect on Wall Street

ASELSAN Elektronik Sanayi ve Ticaret Anonim Sirketi

Turkey's defense and aviation industry exports, including products and services, <a href="https://www.aa.com.tr/en/economy/turkiyes-defense-aviation-exports-exceed-10b-threshold-in-2025/3790365">exceeded</a> $10 billion in 2025, a record. Over the year it grew by 48%. The Turkish defense industry is booming, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-02-04/turkish-defense-firm-that-surged-236-in-a-year-eyes-new-markets">writes</a>. And Turkey's largest military electronics manufacturer, Aselsan Elektronik Sanayi, is competing for contracts in Europe and NATO countries. Its shares have risen 264% in value over the year, while the benchmark of the Turkish market - the BIST 100 index - is up about 45%. Askar Akhmedov, CFA, Chief Investment Officer at ATLAS Capital, wrote for Oninvest how the company secured such growth and how should investors view it?

Shares of Turkey's defense company Aselsan are up 264% year-to-date. What attracted investors? 

The gap in insider selling and buying of stocks hit a five-year high in January, Bloomberg writes

Insiders mostly sold off stocks amid the S&amp;P 500's record highs. What does that tell us?

Meta Platforms, Inc.

Despite concerns around large-scale investment in AI, analysts see significant potential in Meta's securities due to its advertising model and new products

Rothschild analyst expects Meta shares to rise 34%. Are they undervalued?

PUMA SE

Kering SA

Puma shares jumped nearly 23% in Frankfurt on the news, but have since corrected and at the time of publication are trading in the plus side by just over 5% relative to the previous close

Puma has had a change of major shareholder. The owner of Gucci sold his stake at a 60% premium

Nearly $17 billion was withdrawn from U.S. stocks in the week Trump threatened Europe with additional duties

Global funds recorded record outflows. Where are investors withdrawing money from?

Taiwan Semiconductor Manufacturing Company Limited

Applied Materials, Inc.

Lam Research Corporation

Capital expenditures by TSMC, the largest AI chip maker, for 2026 were notably higher than expected - suggesting the company expects continued strong demand for AI

TSMC's report boosted chipmakers' shares. What do investors expect from them?

Wayfair Inc.

Fundstrat strategist names sectors that "gain" and lose on Washington's policies

"White House picks winners and losers in the marketplace": who benefits from Trump's decisions?

NVIDIA Corporation

Shares of AI chipmaker Nvidia rose 36% over 2025, outperforming other AI sector stocks

Nvidia shares 'lagging AI market': Wolfe analyst adds chipmaker to his top picks

Apple Inc.

Alphabet Inc.

The company plans to move a key phase of the launch of its upper-end Pixel models to Vietnam, reducing its reliance on Chinese supply chains

Google to move premium smartphone development outside China - media outlet

Palantir Technologies Inc.

Citi Research raised its recommendation on the data analytics software maker's shares to "buy" - they are expected to grow even more despite a 135% gain last year

Stocks