Palantir Technologies Inc.

United Airlines Holdings, Inc.

Synopsys, Inc.

Tencent Holdings Limited

Super Micro Computer, Inc.

Nexstar Media Group, Inc.

Janus Henderson Group plc

Box, Inc.

Scholastic Corporation

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: "bears" remain in the majority

Three weeks of war in the Middle East have brought a fifth of the world's oil and liquefied natural gas supplies to a halt and reshaped energy exports. The impact of this conflict on the LNG market has been described by market participants as an "apocalypse today", a nightmare and a terrible dream. They may be felt for years to come.

The war in Iran and the strike on the LNG complex in Qatar will lead to a shortage of gas on the world market. Who will suffer?   

U.S. Treasury Secretary Scott Bessent said the U.S. may ease sanctions on Iranian oil already at sea in the coming days to ease pressure from rising energy prices caused by the war in the Middle East. He <a href="https://www.foxbusiness.com/economy/bessent-rules-out-government-intervention-oil-futures-market-during-iran-war">said</a> this in an interview with Fox Business television channel.

The U.S. allowed the easing of sanctions against Iranian oil. Brent fell to $109

"We're moving from a supply chain problem to a potential supply problem itself - that's a big difference," Pickering Energy Partners said

'Turning point': analysts warn of new energy shock over war

U.S. President Donald Trump on March 18 suspended the centennial Jones Act, which requires the transportation of cargo between U.S. ports exclusively on ships built in the U.S., Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-18/trump-waives-us-shipping-law-for-oil-and-gas-amid-iran-war">reported</a> citing sources. Information in the White House <a href="https://www.cnbc.com/2026/03/18/trump-jones-act-oil-iran-war.html">confirmed to</a> CNBC. The measure is aimed at cheapening the transportation of oil, gas and other goods inside the country and should help contain the growth of energy prices amid the war with Iran.

Trump suspended a century-old shipping law. Oil soared to $109

Investors may underestimate the scale of global economic turbulence, which can provoke a war in the Middle East, said the global economist of Bank of America Securities (BoFA) Antonio Gabriel. His opinion is <a href="https://www.bloomberg.com/news/articles/2026-03-16/markets-may-be-underpricing-iran-risks-bank-of-america-warns">quoted by</a> Bloomberg. According to BoFA analysts, the main risks in connection with the armed conflict is not so much the growth of inflation, on which the markets are now focused, as the resistance of world economies to energy shocks. And also - irreversible losses in energy production in the Gulf countries, <a href="https://markets.businessinsider.com/news/stocks/stock-market-inflation-recession-iran-oil-prices-war-economy-bofa-2026-3">writes</a> Business Insider.

'Risk of irreversible loss': BofA pointed to underestimated threats of war in Iran

Green Dot Corporation

DocGo Inc.

Beyond Meat, Inc.

AEye, Inc.

NVIDIA Corporation

Nebius Group N.V.

Meta Platforms, Inc.

Alibaba Group Holding Limited

Intuit Inc.

Dollar Tree Inc. R

Public Storage

Morning in New York: negative background intensifies

After the end of the conflict in the Middle East, the US expects oil prices to return to levels "well below" $80 a barrel - Brent crude is now trading above $100, according to the head of the US Treasury Department

US told of Iranian ship traffic through the blocked Strait of Hormuz

The Mosaic Company

CF Industries Holdings, Inc.

CVR Partners, LP

Nutrien Ltd.

Food price spikes are often the cause of political cataclysms: in 2011, they set the stage for the Arab Spring

The Strait of Hormuz and the fertilizer market: why war with Iran threatens a food crisis