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

Micron Technology, Inc.

Hua Hong Semiconductor Limited

JD.com, Inc.

Amazon.com, Inc.

Dubai has suspended operations at its main international airport after a drone strike caused a fire at a fuel tank near the terminal. US President Donald Trump said he is "demanding" that other countries contribute to the defense of the Strait of Hormuz. China's Hua Hong has developed 7nm chip manufacturing technology with Huawei, becoming the second company in the country after SMIC with such capabilities. These and other topics are in our review of key events on the morning of March 16.

Main by morning: Dubai airport halted operations, Trump awaits help in defending the strait

Knowledge Atlas Technology Joint Stock Company Limited

Minimax-wp

Alibaba Group Holding Limited

Tencent Holdings Limited

Baidu, Inc.

SenseTime Group Inc.

iFLYTEK CO.,LTD

A few years ago, the actions of Chinese AI developers were perceived as an attempt to catch up with American competitors. But now it is already a separate center of power: according to the latest data from Stanford University, China <a href="https://hai.stanford.edu/assets/files/hai_ai_index_report_2025.pdf">ranks</a> first in terms of the citation rate of AI publications. Beijing's official goal is to <a href="https://www.morganstanley.com/insights/articles/china-ai-becoming-global-leader">become the</a> world leader in AI by 2030. Roman Lukyanchikov, analyst at Freedom Broker, has written about how investors can bet on the growth of the Chinese AI sector.

China wants to become a leader in AI and is willing to spend billions. How to capitalize on it

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

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.

'An incredible shift': where two weeks of war in Iran has taken the world economy

Any war in the Middle East is usually perceived as a global risk for the economy. Oil rises, logistics become more expensive, and markets get nervous. But if you look more closely, this turbulence has beneficiaries. One of them is China.

How China is tacitly benefiting from the Gulf War

Coinbase Global, Inc.

Hyperliquid Strategies Inc.

Strategy Inc

Bloomberg believes that a bullish trend has begun to form in the cryptocurrency market. Elena Nefedova, Head of the Investment Department at Astero Falcon, tells us what signs there are that it may be on the verge of reversal and what investors should pay attention to in this regard.

The crypto market may be waiting for a reversal. How should an investor prepare for this? 

Meta Platforms, Inc.

Tesla, Inc.

Alphabet Inc.

Sirens and explosions were heard and smoke from a fire was seen in Dubai on the morning of Friday, March 13. The U.S. has temporarily allowed the purchase of Russian oil already at sea to stabilize energy markets amid a war with Iran. Ma has delayed the launch of its new Avocado AI model until May-June due to weaker performance compared to Google Gemini. About these and other topics - in our review of key events by the morning of March 13.

Main things for the morning: Dubai hit, US brought RF oil back to the market, Mag7 on the verge of correction

Data

Ollie's Bargain Outlet Holdings, Inc.

Wells Fargo has <a href="https://www.cnbc.com/2026/03/13/wells-fargo-upgrades-this-discount-retail-chain-on-store-growth-and-value-shopping-tailwinds.html">upgraded</a>&nbsp;mid-cap discount retailer Ollie’s Bargain Outlet as the company expands its store network and increases comparable-store sales, while it may also benefit from new tax incentives in the U.S. As a result, the analysts say “confidence is building into an attractive '26 set-up.”

'Confidence is building': Wells Fargo upgrades mid-cap discount retailer Ollie's

Petco Health and Wellness Company, Inc.

Shares of Petco, a pet-supplies retailer, jumped 34.6% on Thursday after the company improved its outlook for 2026 and said it expects sales to rebound, helped by an expanded assortment of services and pets sold in stores – with tarantulas seen as a new pet trend in the U.S. Jefferies raised its target price for Petco stock, saying the shares do not reflect the progress made so far or the potential for further changes and trade at a discount versus peers.

Petco shares soar on 4Q/2026 earnings, driven by services, fresh food, and tarantulas

CarMax, Inc.

Carvana Co.

Activist investor Starboard Value has <a href="https://www.bloomberg.com/news/articles/2026-03-11/activist-starboard-is-said-to-build-350-million-stake-in-carmax">acquired</a>&nbsp;about $350 million worth of shares in CarMax, a mid-cap retailer of used cars. With the arrival of a new chief executive, the company faces a “timely opportunity to address fixable execution gaps and unlock CarMax’s full value potential,” the activist said.

'A big opportunity': Activist Starboard takes stake in used car retailer CarMax

Aeva Technologies, Inc.

The Hackett Group, Inc.

Extreme Networks, Inc.

TipRanks has <a href="https://www.tipranks.com/news/3-small-cap-tech-stocks-with-strong-buy-ratings-and-big-upside-in-2026">identified</a>&nbsp;three small cap tech stocks with "strong buy" ratings and big upside in 2026. Year to date, their share performance has diverged, yet Wall Street still sees upside of at least 49%.

TipRanks names three tech small caps that Wall Street thinks have at least 49% upside

Ituran Location and Control Ltd.

Shares of <a href="https://en.oninvest.com/article/the-higher-the-crime-rate-the-higher-the-demand-for-our-services-an-interview-with-the-head-of-ituran">Ituran Location and Control</a>, an Israeli small cap listed in the U.S. that provides satellite-based vehicle monitoring services, offer about 15% upside, according to an update on the company by Freedom Broker (seen by&nbsp;<i>Oninvest</i>). New initiatives are expected to drive growth in subscriber numbers, while dividends and share buybacks should support the stock, the analysts say.

Freedom Broker raises TP on telematics company Ituran after recent earnings

Small Caps

Traders do not expect monetary policy easing at the next Fed meeting

Trump demanded the Fed have a "special meeting" to cut rates "right now"

Protracted US-Iran conflict could push Brent price to a "dizzying" $130 a barrel, says BofA

BofA and Standard Chartered raise Brent price forecast for 2026 because of war

All four major U.S. stock indices rose in trading on March 16 on the back of falling oil prices. The international benchmark Brent fell below $100 per barrel, losing more than 3% in price. Investors are cautiously hoping for the resumption of shipping in the Strait of Hormuz, which is key to oil exports from the Persian Gulf, and are also waiting for the arrival of raw materials from strategic reserves on the market.

Brent oil cheaper than $100, S&amp;P 500 up 1%, fear index down: results of the 17th day of the war

The figure does not suggest a "stunning" acceleration in sales growth, according to Bloomberg

Nvidia predicted $1 trillion in AI chip revenue through 2027. The stock jumped briefly

The dollar on Monday, March 16, is declining at the fastest pace in more than a month, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-03-16/dollar-heads-for-worst-day-in-over-a-month-as-oil-prices-decline?srnd=phx-markets">writes</a>. Expectations of the resumption of shipping through the Strait of Hormuz, which is key to oil supplies, led to a <a href="https://oninvest.com/article/stoimost-brent-opustilas-nize-100-za-barrel-wti-desevela-na-6">fall in oil prices</a> and weakened demand for the U.S. currency.

Dollar falls at record pace since February on expectations of renewed oil supplies

News

Opinion on events in the markets from top experts

Review