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19.03.26 - 09:24
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Onlinehandel kommt im Iran durch Krieg zum Erliegen (DPA-AFX)
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TEHERAN (dpa-AFX) - Der Onlinehandel ist im Iran durch den Krieg nahezu vollständig zum Erliegen gekommen. Betroffen seien landesweit Hunderttausende Unternehmen, sagte ein Brancheninsider in Teheran. Seit fast drei Wochen hat Irans Sicherheitsapparat ......
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12.03.26 - 19:30
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Iran Threatens New Targets as US Aims to Tame Oil Prices | Open Interest 3/12/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Iran escalates the war, threatening to keep the Strait of Hormuz closed and open new fronts if US and Israeli strikes continue, rattling global energy markets. Meanwhile, cracks in private credit widen, with fresh warnings of 2008-style risks. Retail earnings from Dick's and Dollar General reveal how strained consumers really are. Plus, exclusive CEO insights: Mattel's Ynon Kreiz says the toy industry is strong and healthy, despite tariffs and rising oil prices, Ardian's Mark Benedetti says it isn't yet 2008 for private credit, but warns of more defaults to come. And Vista's Miguel Galuccio gives us an inside look at Argentina's shale surge, and Michael Dell joins the show with Energy's Dario Gil on AI's next frontier. (Source: Bloomberg)...
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12.03.26 - 19:18
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Watchdog puts UK fuel retailers ′on notice′ over profiteering from Iran war (The Guardian)
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Competition and Markets Authority will closely monitor pump prices to stop profits being ramped up amid crisisThe UK competition watchdog has warned fuel retailers it is stepping up its monitoring of pump prices amid concern over profiteering as the US war with Iran drives up wholesale costs.The Competition and Markets Authority (CMA) said firms responsible for thousands of filling stations across the country had been “put on notice” amid a wider government crackdown to stop bosses ramping up profits at the expense of consumers. Continue reading......
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11.03.26 - 17:42
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Avolta erwartet trotz Iran-Krieg weiteres Wachstum (Cash)
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- Der Basler Duty-Free-Gigant Avolta spürt die Folgen des Iran-Kriegs an einzelnen Standorten im Nahen Osten. Insgesamt bleiben die Auswirkungen für den Konzern aber begrenzt. Gleichzeitig rechnet Avolta mit einer Erholung des zuletzt schwächeren US-Geschäfts und sieht erhebliches Potenzial in Asien....
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07.03.26 - 19:24
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Iran Foreign Minister Claims U.S. Attacked Water Desalination Plant (ZeroHedge)
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Iran Foreign Minister Claims U.S. Attacked Water Desalination Plant
First we warned that data centers would become drone targets, and then IRGC strikes hit Amazon AWS and Microsoft-linked AI infrastructure across the Gulf. Next, we flagged water desalination plants as another target. Now, with reports that a desalination facility in Iran has been struck, it is increasingly clear that this conflict has no boundaries when it comes to civilian infrastructure.
On Saturday morning, Iranian Foreign Minister Seyed Abbas Araghchi took to X and claimed that U.S. military forces had "committed a blatant and desperate crime by attacking a freshwater desalination plant on Qeshm Island."
"Water supply in 30 villages has been impacted. Attacking Iran's infrastructure is a dangerous move with grave consequences. The U.S. set this precedent, not Iran," Araghchi said.
The U.S. committed a blatant and desperate crime by attacking a freshwater desalination plant on Qeshm Island. Water suppl...
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06.03.26 - 01:09
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Data Center Hunter: Iran Expands Drone Target List, From AWS To Microsoft Facilities (ZeroHedge)
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Data Center Hunter: Iran Expands Drone Target List, From AWS To Microsoft Facilities
Iranian state-affiliated media says the IRGC has targeted Microsoft data centers in the Gulf region with kamikaze drones, days after IRGC drone strikes hit Amazon data centers in the United Arab Emirates. This underscores a new escalation: commercial data centers no longer appear to be off-limits, a risk we warned readers a little more than a month ago.
"The targeting of Amazon and Microsoft in these operations has dealt a serious blow to the enemy's technological and information infrastructure," Fars News Agency said in a Telegram post, as quoted by the Financial Times.
On Monday, two AWS data centers in the UAE were hit by IRGC drones, while an AWS facility in Bahrain was nearly struck by one of these next-generation, low-cost kamikaze drones. These incidents marked the first known instance of a commercial data center being physically targeted in a conflict.
We pointed out in the note titled &quo...
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03.03.26 - 01:12
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Airports, Data Centers, Skyscrapers, & Power Plants: Are Desalination Plants Next Targets In U.S.-Iran War (ZeroHedge)
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Airports, Data Centers, Skyscrapers, & Power Plants: Are Desalination Plants Next Targets In U.S.-Iran War
"I think it's fair to say this is a third Gulf war, isn't it?" Economist defense editor Shashank Joshi wrote on X.
I think fair to say that this is a third Gulf war, isn't it?
— Shashank Joshi (@shashj) March 2, 2026
Beyond the ongoing exchange between U.S. and Israeli forces striking Islamic Revolutionary Guard Corps military targets and IRGC retaliation strikes against U.S. and allied bases across the Gulf and into Europe, including Cyprus, an increasingly uncomfortable reality is beginning to emerge: civilian and commercial targets do not appear to be off limits.
Developments we've been following today include drone strikes on Saudi Aramco's Ras Tanura complex, the largest refinery in the country. Then, drone strikes on a commercial data center run by Amazon AWS in the United Arab Emirates (first-ever in modern warfare), as well as countless videos of IRGC missile and ...
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02.03.26 - 19:30
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Amazon Data Center Hit Amid Iran Tensions (Bloomberg)
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Amazon cloud services have been disrupted after an object hit a data center in the UAE, raising fresh concerns about the vulnerability of critical digital infrastructure as tensions with Iran ramp up. Vlad Rikhter, the co-founder and CEO of Fencer, a cyber security platform, joined Bloomberg Open Interest to talk about the vulnerability of US infrastructure and new AI challenges in US cyber security. (Source: Bloomberg)...
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02.03.26 - 17:36
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Key Events This Week: Payrolls, Retail Sales, ISM, Beige Book... And War In Iran (ZeroHedge)
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Key Events This Week: Payrolls, Retail Sales, ISM, Beige Book... And War In Iran
Outside the obvious and huge attention on the Middle East, the key focus this week will be on the US jobs report on Friday, retail sales on the same day, the ISM indices (today and Wednesday), and the Fed's Beige Book, also due on Wednesday. European releases will include inflation data tomorrow and the ECB's accounts of their February meeting on Thursday. Various global PMIs are also out this week.
In politics, highlights include the Two Sessions in China as well as the Spring Statement in the UK. Earnings reports will be due from Costco and Broadcom.
Delving deeper into the US data, the most important release in the week ahead is Friday's February employment report. DB economists forecast headline payroll growth of 30k, down from 130k previously, with private payrolls rising by 50k after January's unusually strong 172k gain. The moderation largely reflects payback from outsized hiring last month in private e...
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