Crude oil surged nearly 8% to its best day since April following U.S.-Iran military escalation, causing Treasury yields to rise and stalling the S&P 500's record run. The benchmark held flat while energy stocks led gains and software/AI stocks rallied on Nvidia's RTX Spark announcement. FedEx plunged 18.5% due to a mechanical spin-off, while MGM Resorts jumped 15.2% on an IAC takeover bid.

Major tech companies drove AI innovation this week with strong earnings and strategic initiatives. Dell reported record Q1 revenue of $43.84B, significantly beating estimates, while IBM and Red Hat launched a $5B open-source security initiative. Meta expanded into paid subscriptions across its platforms, and CrowdStrike expanded its cybersecurity initiatives. Anthropic surpassed OpenAI as the world's most valuable startup at $965B valuation. Japanese banks gained access to OpenAI's GPT-5.5 model for cybersecurity defense.

The Nasdaq 100 crossed 30,000 during intraday trading as semiconductor stocks surged, led by Micron Technology's 18% gain following a UBS analyst price target hike to $1,625. The rally was driven by increased AI spending expectations from hyperscalers, with chip stocks dominating market leadership. The S&P 500 rose 0.6%, while the Russell 2000 outperformed with a 1.7% gain. AutoZone plunged 10.1% after missing revenue estimates despite beating EPS.

Google Cloud Security partnered with Instruqt to deliver hands-on agentic AI training to over 150 practitioners at Google Next 2026. Participants built personalized Google Cloud Vertex AI environments and developed their own AI agents in sandbox environments, addressing the industry-wide gap between rapid AI feature releases and customer adoption rates.

Google Cloud Security leveraged Instruqt's hands-on learning platform to conduct one of the largest practical Agentic AI training programs at Google Next 2026, with over 150 practitioners building custom AI agents in dedicated Vertex AI sandbox environments. The initiative addresses the growing adoption gap between rapid AI feature releases and actual customer implementation.

Google Cloud Security conducted a large-scale hands-on training session using Instruqt platform to teach 150+ practitioners about agentic AI at Google Next 2026. Participants built their own AI agents in dedicated Vertex AI sandbox environments, addressing the industry-wide gap between rapid AI feature releases and actual customer adoption.

Grabar Law Office is investigating securities fraud claims against LKQ Corporation, Molina Healthcare, MongoDB Inc., and Power Solutions International. The investigations allege that officers and directors of these companies made materially false and misleading statements regarding business performance, financial guidance, and operational metrics, resulting in artificially inflated stock prices and investor losses.

Grabar Law Office is investigating securities fraud claims against FS KKR Capital Corp., LKQ Corporation, MongoDB Inc., and SES AI Corporation on behalf of shareholders. The investigations allege that executives made false or misleading statements regarding business performance, portfolio valuations, acquisition integration, and revenue prospects. Shareholders who meet specific holding periods may seek corporate reforms and compensation at no cost.

MongoDB's stock has been oversold due to market overreaction to AI disruption fears and cautious Q1 2026 guidance, despite strong Q4 2025 results and robust full-year outlook. With analysts setting a low bar and institutional support, the upcoming late May earnings release could trigger significant upside, potentially exceeding 100% as the market recognizes MongoDB's competitive advantages in AI applications through its Atlas platform.

A stock has experienced a significant decline due to AI disruption fears in its category. The author views this crash as a potential buying opportunity for long-term investors, suggesting the market may be overreacting to these concerns.

Palantir Technologies has surged nearly 2,000% since ChatGPT's release in November 2022, reaching a $368 billion market cap. While traditional valuation metrics suggest the stock is overvalued compared to peers, the author argues that Palantir's unique AI Platform (AIP) and critical government contracts justify the premium. With 60% annual revenue growth, consistent profitability, and a $10 billion Army contract, investors view the stock as undervalued despite its high multiples.

Ten large-cap stocks experienced significant declines during the week of March 2-6, 2026, driven by weak earnings, lowered guidance, geopolitical tensions, rising yields, and AI-spending concerns. Notable losers include Lumentum Holdings (down 24.65%), Corning (down 21.91%), MongoDB (down 16.23%), and Celsius Holdings (down 17.86%), among others.