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Welcome back to Vested Shorts.
Last week, we shared an update on a problem we have been considering for a while.
See, once you start thinking about global investing, the questions naturally follow. Not just which stock to buy, but how LRS works, how dividend taxes apply, what estate tax means, how currency affects returns, and how much global exposure actually makes sense.
Most investors end up piecing this together from different sources.
GlobEd is our attempt to bring that thinking into one place. A comprehensive resource on how global investing works in practice, from regulation and taxation to instruments and portfolio allocation.
GlobEd is now live on Vested. You can explore it in the link below.
Now, let us get into this week’s edition.
The World in a Week: How Major Markets Moved
U.S. | Markets remained cautious as Middle East tensions pushed oil prices higher, raising inflation risks. Core PCE rose to 3.1%, the highest since early 2024, while fourth-quarter GDP growth was revised down to 0.7%. Housing activity showed modest improvement as affordability conditions improved.
Europe | Sentiment was weighed down by rising energy costs and uncertainty around the Middle East conflict. Economic data also weakened, with German factory orders falling sharply and eurozone industrial production declining more than expected.
Japan | Rising oil prices increased concerns for Japan’s import-heavy economy. The yen weakened further and bond yields moved higher, while authorities signalled readiness to intervene in currency markets if volatility rises.
China | Inflation accelerated to 1.3% as Lunar New Year demand lifted spending, while exports surged 21.8% on strong global demand for technology and electronics linked to the AI cycle.
India | Risk sentiment deteriorated as global tensions increased volatility. Foreign investors continued selling while domestic institutions absorbed flows, with defensives holding up better than cyclical sectors.
Commodities | Oil surged as tensions around the Strait of Hormuz raised fears of supply disruptions to roughly one fifth of global oil trade, increasing inflation concerns and volatility across global markets.
| Index | Closed at | Change % |
| S&P 500 | 6,632.20 | Red 1.60% |
| Nasdaq | 22,105.36 | Red 1.26% |
| Nifty 50 | 23,151.10 | Red 5.31% |
| FTSE 100 | 10,261.15 | Red 0.23% |
| Nikkei 225 | 53,819.56 | Red 3.24% |
| SSEC | 4,095.4485 | Red 0.70% |
| Gold | 5,020.60 | Red 2.92% |
| BTC | 70,949 USD | Green 4.24% |
Stock market closing data for the week of Mar 9 to Mar 13, 2026
Index information: STOXX 600 (tracks 600 large, mid- & small-cap EU firms), DAX (top 40 German blue chips), CAC 40 (leading French stocks), Nikkei 225 (225 top Japanese stocks), CSI 300 & SSEC (mainland China A-shares), and Hang Seng (large-cap Hong Kong-listed firms). For these indices, we track 1-week returns to capture how global sentiment is shifting.
News Summaries
Nebius Soars 29% in a week After Nvidia’s $2B AI Cloud Partnership
Shares of Nebius Group surged about 29% over the past week after Nvidia announced a $2 billion investment and strategic partnership to build large-scale AI cloud infrastructure.
The investment gives Nvidia roughly an 8.3% stake in Nebius and supports the company’s plan to expand its data center capacity to more than 5 gigawatts by 2030.
The partnership will focus on building large “AI factories” powered by Nvidia’s next-generation chips, designed to train and run advanced AI models at scale.
The announcement has renewed investor interest in AI infrastructure companies that supply computing power for the AI boom, including GPU cloud providers such as CoreWeave and other data centre-focused platforms.
Adobe CEO Exit Triggers 8% Drop
Adobe CEO Shantanu Narayen will step down after 18 years leading the creative software giant. He will remain in the role until a successor is appointed and will continue as chairman of the board.
The leadership change comes as investors question how Adobe will compete in the generative AI era. New AI tools from competitors are making it easier to create images and video without traditional design software, challenging Adobe’s long-standing dominance in creative tools.
Despite steady business performance, the stock has fallen about 28% in 2026 and dropped as much as 8% after the announcement.
Adobe reported quarterly revenue of $6.4 billion, up 12% year-over-year, while demand for its AI products such as Firefly is growing, with annual recurring revenue from AI tools more than tripling.
Narayen is widely credited with transforming Adobe from a one-time software sales model into a subscription business and expanding revenue to about $24 billion. The key question for investors now is whether the next CEO can accelerate innovation and position Adobe strongly in the fast-moving AI creative software market.
Anthropic Commits $100M to Claude Partner Network
AI startup Anthropic announced a $100 million investment to launch the Claude Partner Network, aimed at helping enterprises adopt its AI model Claude at scale. The program will fund training, certification, technical support, and joint go-to-market initiatives for consulting firms, system integrators, and software vendors building solutions using Claude.
The initiative is designed to accelerate enterprise AI adoption by enabling partners to deploy Claude across industries while providing resources like technical engineers, sales enablement, and co-marketing support. Analysts see the move as Anthropic’s push to build a broader enterprise ecosystem to compete with other major AI platforms.
Why it matters: the $100M program signals growing competition in the enterprise AI platform race, where companies are building partner ecosystems to drive large-scale adoption of generative AI tools.
Private Markets Pulse | OpenAI Moves to Secure Enterprise AI as Adoption Accelerates
OpenAI announced plans to acquire AI security startup Promptfoo, a platform used to test and evaluate the safety and reliability of AI systems before deployment. The acquisition strengthens OpenAI’s enterprise stack as companies increasingly integrate AI into critical workflows.
Promptfoo specialises in detecting vulnerabilities, testing model behavior, and improving governance for AI applications, areas becoming essential as businesses move from experimentation to large-scale deployment of AI tools.
The move signals OpenAI’s growing focus on enterprise-grade AI infrastructure, where security, compliance, and reliability are key requirements for financial institutions, tech firms, and large enterprises adopting generative AI.
For the AI industry, the acquisition highlights the next phase of competition: not just building powerful models, but building secure platforms companies can trust for mission-critical operations.
For investors tracking OpenAI closely, Vested provides access to invest in OpenAI through a Private Markets offering.
