AMD's blowout quarter reinforces that AI accelerator demand is broadening beyond Nvidia and is now driving the chip sector's earnings cycle.
Loop Business
where the money moves
Live · refreshes automatically
Apple's first earnings under CEO John Ternus disappointed on gross margin guidance as a global memory shortage feeds into costs.
Control of the Senate and House is at stake in an election with wide implications for taxes, regulation, AI policy and energy.
The exchange has restored 98% of affected assets, and the breach has put custody infrastructure at the center of the crypto investment case.
The tool is part of a push to monetize security for autonomous AI agents, a market CrowdStrike frames as a major growth opportunity.
The debt raise illustrates how hyperscalers are turning to credit markets to finance AI infrastructure at a scale that is starting to move broader bond markets.
Investors focused on growth durability concerns rather than the headline beat, making Palantir a test case for richly valued AI software names.
The cuts under CEO Josh D'Amaro redirect funding toward films and television as the entertainment giant trims its cost base.
The upside surprise in BLS data offers a positive signal for the labor market ahead of the monthly payrolls report.
The restructuring at the design software company adds to a wave of AI-driven reorganizations across major technology employers.
The move comes as political pressure mounts on pharmacy benefit managers and health insurers.
The company posted 32% revenue growth and a 22% free cash flow margin, but missing revenue expectations weighed on shares in a less forgiving tech market.
Gubernatorial races and ballot measures could shape data center development, solar demand and energy policy across the US.
The charge shows how regulatory pressure on online travel platforms is now material enough to move reported earnings.
Big Tech strength lifted the index even as Apple fell, with markets positioning around the election outcome.
A lot must go right for investors to earn above-market returns even if Anthropic prices well below the $1.5T to $2T it is seeking.
Oil prices steadied after the strike and after both presidents signaled openness to a diplomatic path.
The investor argues the midterm elections could mark a turning point for releasing the mortgage giants from government control.
The departure of a key figure in Claude Code's success comes as Anthropic prepares for its public listing.
The surprise announcement would halt roughly $4 billion in annual funding that featured in midterm campaigning.
The hire fills a role that had been vacant for roughly 10 months as OpenAI prepares for a higher-profile public stance.
Tech giants including Broadcom, Google and SpaceX have significant exposure as Anthropic heads for the public market.
A competing ballot measure banning state taxes on retirement accounts could blunt the tax if it passes.
The figure offers a rare gauge of how quickly AI assistants are encroaching on traditional search.
The warning in Apple's annual filing highlights governance risks in enterprises deploying autonomous agents.
The appointment two months after his Pentagon resignation raises conflict-of-interest questions and reflects OpenAI's growing defense work.
Chip and megacap gains cushioned the index against weakness in Apple shares and much of the broader market.
Moscow also signaled a possible Trump-Putin-Xi summit, raising questions about Kyiv's role in negotiations.
The website builder joins a string of software firms restructuring around AI-era product and cost assumptions.
Veteran executive Cecile Guegan took the CFO role this month as the drugmaker raised guidance.
Strategists flagged policy uncertainty over trade, geopolitics and government funding as key post-election risks.
The CEO described killing marginal product ideas and shifting early-career work to AI as central to the software firm's efficiency push.
The company pointed to a higher-quality customer base fueling revenue growth for AI servers.
The move adds to concerns about election-year prosecutorial pressure as voters head to the polls.
Hyperscaler debt issuance is becoming a meaningful force in credit markets, with geothermal flagged as a potential power source for AI.
Saunders oversaw Visa's landmark public offering during his tenure atop the payments network.
The voice AI company's timeline signals it intends to scale further before testing public markets.
The customer experience software vendor is cutting staff as it reorients its business around AI.
Broad selling pressure outweighed the automaker's positive earnings report.
Nigeria's state oil company outlined a gradual approach to a long-anticipated public listing.
Falling below the threshold would sharply raise selling pressure and volatility, a strategist warned.
The midterms followed record spending on AI-generated political advertising, testing platform moderation.
The comments raise questions about the economics of the personal AI agent push.
The exchange's first earnings report as a public company showed strong profit growth.
The enterprise software name has become a focal point of investor reassessment of high-multiple SaaS stocks.
The CNBC host pointed to signs of life in tech names outside the usual megacap winners.
The electrical equipment maker has struggled recently despite its exposure to data center power demand.
The repeated increases reflect how fuel prices are pressuring airline unit economics.
The Pershing Square founder compared current conditions to heavily leveraged trading environments.
Supporters argue states can redefine corporate powers without violating the First Amendment, while critics expect the Supreme Court to reject it.
The shale producer lifted its outlook on the back of a strong quarter.
Employees described fear and distrust amid the hospital system's job cuts.
The luxury automaker lifted its outlook even as investors reacted unevenly to the results.
Solid results failed to spark a rebound in the travel platform's stock.
Nancy Bass Wyden signed off on a loan that was off-limits because she is a senator's spouse.
Industry players are fighting over who controls access to residential property listings.
Ex-partners are trying to determine whether their stakes will be worth anything as the firm unwinds.
The restaurant software company met revenue expectations without giving investors a positive surprise.
The downgrades cooled a speculative corner of the market tied to computing hype.
Heavy call activity reflected positioning on how energy policy could shift after the midterms.
Governor Josh Stein says the proposed constitutional amendment would not immediately lower taxes or put more money in residents' pockets.
The dealer acquisition expands Caterpillar's owned distribution footprint.
The oil sands producer topped analyst estimates for the quarter.
The transaction adds another energy-focused blank-check deal to the market.
The security company combined an acquisition update with modest top-line growth.
Live music revenue drove the K-pop entertainment company to a record quarter.
The UK legal services firm is cutting jobs after an acquisition.
Apple price target cuts and Palantir's earnings reaction were among the day's notable market moves.
The home products maker reported quarterly results above analyst expectations.
The online lending marketplace reported quarterly results far below expectations.
The game developer's revenue jumped on the strength of a key title.
The casino operator reported quarterly results below analyst estimates.
The chipmaker reported quarterly earnings marginally above expectations.
The banking software provider reported quarterly results slightly above expectations.
The social media management software company topped quarterly estimates.
The water and gas utility posted quarterly results described as solid.
The company reported quarterly earnings above expectations.
The precious metals miner posted quarterly results slightly above estimates.
The energy partnership reported quarterly results below estimates.
The solid-state battery developer reported quarterly results marginally above estimates.
The telecom software provider reported results in line with expectations.
The company also provided an update on its Nasdaq compliance.
The custodian bank set its reporting calendar for next year.