Oracle Corporation

Palantir Technologies Inc.

CrowdStrike Holdings, Inc.

'Impressive turnaround': software makers' stocks come out on top after war breaks out

In February, the wholesale cost of goods and services in the U.S. - the segment where rising inflation usually shows up earliest - rose much more strongly than expected, CNBC <a href="https://www.cnbc.com/2026/03/18/ppi-inflation-february-2026.html">writes</a>.

US wholesale inflation in February significantly exceeded expectations

With the outbreak of war in the Middle East, the commodity crisis forced many investors to revise their economic forecasts and look for safe havens. All of this has had a direct impact on the currency market. Gleb Nazarenko, CEO of Astero Falcon, wrote which ones showed resilience in the crisis, and which ones were among the victims.

The dollar has strengthened since the start of the war in the Middle East. What other currencies have gone up? 

Nebius Group N.V.

Arkady Volozh's Nebius Group, a cloud provider, has raised $4 billion through the placement of convertible bonds, according to the company's statement, which is available to Oninvest. Thus, the company increased the volume of the deal - from the originally <a href="https://oninvest.com/article/nebius-privlecet-3-75-mlrd-cerez-konvertiruemye-obligacii-akcii-upali-na-5">planned</a> $3.75 billion. It needs the money to finance the construction of data centers.

Volozha's Nebius raised $4 billion through a bond issue. This is more than planned

Amazon.com, Inc.

lululemon athletica inc.

Alphabet Inc.

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: the Fed is on the ropes

Authorities in the United Arab Emirates are planning to relax tax residency requirements for expats, allowing them to spend more time abroad without losing their favorable tax status, sources <a href="https://www.ft.com/content/ea6c84c9-3385-4b32-ab25-0f439a26891d?syn-25a6b1a6=1">told the</a> Financial Times. The measure is aimed at those who left the country after the outbreak of war in the Middle East, during which Iran has repeatedly attacked various sites in the UAE, including the center of Dubai.

UAE may relax tax rules for expats who left because of war with Iran - FT

Devon Energy Corporation

Diamondback Energy, Inc.

Permian Resources Corporation

One of Japan's largest banks advised betting on relatively small oil producers

In search of 'undervalued value': Mizuho names stocks that have yet to recover from oil's rise

The Mosaic Company

TotalEnergies SE

Exxon Mobil Corporation

Chevron Corporation

Cheniere Energy, Inc.

Alcoa Corporation

CF Industries Holdings, Inc.

Nutrien Ltd.

Occidental Petroleum Corporation

In the third week of U.S. and Israeli military action against Iran, commodity markets entered a phase that CNBC <a href="https://www.cnbc.com/2026/03/01/experts-weigh-potential-scenarios-for-oil-if-strait-of-hormuz-closes.html">compares</a> to the oil crisis of the 1970s. The blockade of the Strait of Hormuz has effectively cut off Asia's and Europe's largest consumers from some of their suppliers of energy, metals and chemicals. Who loses from this and who stands to gain?

Which companies will benefit from the disruption of raw material supplies due to the Iran war 

Data

Beyond Meat, Inc.

Shares of plant-based meat producer <a href="https://finance.yahoo.com/quote/BYND/">Beyond Meat</a> fell nearly 5% in premarket trading on Tuesday after the company <a href="https://investors.beyondmeat.com/news-releases/news-release-details/beyond-meatr-reports-delay-annual-report-form-10-k-full-year">said</a>&nbsp;it would not be able to file its annual report on time. Beyond Meat stock has been “a colossal disappointment,” Motley Fool contributor Will Ebiefung <a href="https://www.fool.com/investing/2026/03/14/3-reasons-to-sell-beyond-meat-stock-before-its-too/">wrote</a>&nbsp;a few days before.

Beyond Meat shares selling off on annual report delay, preliminary 4Q revenue

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

Small Caps

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