Oracle Corporation

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

Visa Inc.

Operations in the region will be led by a former top Visa executive

Revolut has applied for a banking license in the US. This could become its largest market

Ondas Inc.

BlackSky Technology Inc.

Iridium Communications Inc.

Oppenheimer analysts have identified three small companies whose technology could help the U.S. and its allies defend against drone attacks in the Middle East. “It appears the US and Israel have significantly underestimated Iran’s drone capabilities,” Oppenheimer analyst Timothy Horan wrote in a research note <a href="https://www.barrons.com/articles/anti-drone-stocks-iran-war-ondas-blacksky-iridium-4066149d?mod=RTA">cited</a>&nbsp;by Barron’s.

Oppenheimer names three promising small caps making counter-drone technology

According to Bloomberg, the operator of the oil tanker is a unit of Angola's oil state company

Tanker attacked off Iraq coast, largest since Iran crisis began - Bloomberg

Emaar Properties PJSC

Dubai has been hit by a missile - it has become a serious stress test for the city, which positions itself as a global financial and investment center. However, so far, investors are reacting with restraint to the event, which should have shaken up one of the most expensive real estate markets in the world, partner of CTL multifamily office Ekaterina Ponka told Oninvest.

Emirates under missile attack: a test of the resilience of the Sheikh economy

Amazon.com, Inc.

SK hynix Inc.

Samsung Electronics Co., Ltd.

Singapore Airlines Limited

Cathay Pacific Airways Limited

The military phase of the renewed conflict between the US, Israel and Iran continues for the sixth day in a row. What is happening in the markets and what analysts say about it - we have collected the main things by March 5.

Amazon data centers under attack, possible chip supply disruptions: Day 6 of the Iran war

NVIDIA Corporation

Broadcom Inc.

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Highlights for this morning: new Anthropic and Pentagon talks, $25 billion in OpenAI revenue

Scott Bessent, head of the ministry, predicted a return to previous, high duties within five months

U.S. duties will increase under Trump's decision to 15% this week - U.S. Treasury Department

The three major U.S. stock indices began trading on March 4 - the fifth day of the U.S. war with Iran - with gains. The US stock market followed the European market in its optimism - and in contrast to the collapsing Asian indices. Investors are cheered by declining oil prices and are also closely following reports of possible negotiations between the conflicting sides.

U.S. stocks rose at the opening bell for the first time since the start of the war in the Middle East

Small caps are more vulnerable than large caps to further escalation of the conflict in the Middle East, according to a BofA <a href="https://www.investing.com/news/stock-market-news/russell-2000-how-exposed-is-it-to-the-iran-shock-4537982">note</a>. The main risk is a stagflation shock triggered by higher oil prices. At the same time, small caps tend to recover faster than their large-cap peers after risk-off periods, BofA points out.

BofA: Key risk for small caps in Iran conflict is oil-driven stagflation shock

Israel launched a tenth wave of airstrikes on Tehran on Wednesday, with the country's defense minister vowing that "any leader" chosen by the Iranian regime would be an "obvious target for elimination". The price of Brent crude rose 12% in two days and continued to rise after traders assessed US President Donald Trump's order to insure and escort tankers passing through the Strait of Hormuz. Goldman Sachs head David Solomon believes that markets have reacted to the war in the Middle East with restraint, but investors will need a couple of weeks to make sense of what is happening. Elena Chirkova, Senior Partner at <a href="https://movchans.com/ru">Movchan</a> 's Group of Investment Management Companies, <a href="https://www.facebook.com/share/p/14rVUHgsumq/?mibextid=wwXIfr">analyzes the</a> markets' reaction to the conflict on her Facebook page.

Markets vote with money: why Middle East stocks don't believe Iran will win

The New York Times' interlocutors told the New York Times that despite Iranian officials' demonstrative refusal to negotiate with the U.S., they did contact the U.S. side after the conflict began with an offer to discuss the terms of a cease-fire

USA