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AMD Q3 revenue jumps 45% to $13.4B, data center nearly doubles, Q4 guide of $17B tops estimates
AMD's results and strong Q4 outlook signal AI accelerator demand is broadening beyond Nvidia, though analysts flagged inventory and free cash flow trends.
- AMD jumps 8% after Q3 earnings beat, data center revenue nearly doublesAMD's AI-chip driven results and a 2027 forecast of more than 80% revenue growth eased investor concerns about the sustainability of AI spending.CNBC ยท +14 sources
- S&P 500 futures dip as investors await US midterm election resultsWall Street weighed how a possible Democratic sweep could affect stocks, Treasury yields, energy, banks and healthcare, with nearly $1.9 billion traded on midterm prediction markets.Investing ยท +13 sources
- CVS Health explores breakup of retail pharmacy and insurance businessesThe move would dismantle CVS's $117 billion healthcare empire and marks a strategic reversal for one of the largest US healthcare conglomerates.Reuters ยท +13 sources
- Super Micro stock pops as earnings show booming demand for AI serversSuper Micro topped quarterly estimates and offered a strong outlook, citing a high-quality customer base fueling AI server revenue growth.MarketWatch ยท +2 sources
- Marvell to buy Lumentum in $80 billion AI-driven deal; analysts downgrade MarvellThe large semiconductor merger, driven by the AI boom, prompted analyst downgrades and price target cuts for Marvell over integration and valuation concerns.Yahoo Finance ยท +7 sources
- Palantir quarter shows slowing AI-fueled sales growth, stock under pressurePalantir's earnings beat masked a foreboding slowdown signal in contract growth, dragging on a stock caught in the broader AI selloff.TechCrunch ยท +10 sources
- Nvidia overtakes Apple as tech stocks lift Wall Street despite Apple dropGains in Nvidia and other Big Tech names offset weakness in Apple, underscoring the shifting leadership in the market's largest companies.hngnews.com ยท +13 sources
- Saudi Aramco profit jumps despite attacks on pipelines and refineriesThe earnings surge offers some relief to Saudi finances even as higher oil prices fail to solve the kingdom's longer-term budget pressures.The New York Times
- SK Hynix's New York chip expansion hits snag over US restrictions on China, sources sayDelays in US export licensing could complicate SK Hynix's plans to build advanced packaging capacity in the US for AI memory.The Economic Times ยท +14 sources
- Smugglers exploit server packaging loophole to move South Korean HBM to China's AI labsReports detail how high-end HBM is paired with unsanctioned processors to clear customs, undermining US export controls on AI memory.Tom's Hardware ยท +12 sources
- Intel shares post worst day since 1974 despite Q3 beat as cash flow and guidance concerns mountIntel's data center sales rose 78% but investors focused on weak guidance, heavy capital spending, and cash burn, hitting confidence in its turnaround.Yahoo Finance ยท +14 sources
- Marvell's $115B Lumentum acquisition threatens Broadcom's AI optics lead, TrendForce saysMarvell's move to combine network processors with photonics aims to create a leader in AI data center connectivity.Eetimes ยท +2 sources
- Nvidia overtakes Apple to become world's most valuable company againNvidia reclaimed the top spot after briefly ceding it to Apple, underscoring AI hardware's dominance in market value.Forbes ยท +14 sources
- AMD stock jumps on reported Samsung chip manufacturing breakthroughA reported foundry process advance at Samsung could reshape advanced node supply options for AMD's chip roadmap.GuruFocus ยท +9 sources
- Qualcomm's Q4 revenue seen declining amid smartphone slowdown and custom chip rampQualcomm's earnings arrive as analysts weigh weaker handset demand against its growing data center and custom silicon ambitions.Moomoo ยท +3 sources
- Broadcom rises as Anthropic lease disclosures reveal $161.2B payment scaleDisclosures tied to Anthropic's compute commitments highlight the scale of AI infrastructure spending flowing to chip suppliers.TradingView ยท +4 sources
- Oracle prices $20B stock and bond offering for AI buildout, share sale set at $116The debt and equity raise is meant to fund Oracle's AI data center expansion, but investors worried about dilution and credit quality sent the stock to a four-month low before it recovered.Seeking Alpha ยท +15 sources
- Marvell to buy Lumentum for $115B in one of the largest tech deals everNvidia is a strategic investor in both companies, tying the optics acquisition to the AI networking supply chain.TechCrunch ยท +14 sources
- Alphabet Q3 net income falls 25% YoY to $26.17B as AI capex rises $15B despite cloud beatGoogle Cloud beat expectations and management said demand will absorb all data center capacity it builds, but heavier AI spending weighed on the stock.scanx.trade ยท +6 sources
- Adobe cuts fair value estimates as analysts split on AI and ARR, stock underperformsAdobe shares lagged the market as investors weighed AI monetization against slower annual recurring revenue growth.Yahoo Finance ยท +9 sources
- ServiceNow stock drops 34% in a week as Wall Street cuts price targetsAnalysts debated whether the steep selloff is a buying opportunity after new Senate requests and higher AI spending raised questions about the enterprise software maker.TIKR.com ยท +8 sources
- SUSE lays off 1 in 10 workers, citing AI and automationThe enterprise Linux vendor's cuts follow layoffs at Squarespace this week, though explicit ties to AI remain inconsistent across the sector.ZDNET ยท +1 sources
- Cloud market share Q3: Google Cloud gains as AWS loses ground; Anthropic and SpaceX enter top 10The quarterly share data shows cloud revenue reaching $168 billion as AI capacity expands and the vendor rankings shift.CRN ยท +5 sources
- TeamViewer shares plunge 19% after Q3 revenue fall and 2026 outlook cutThe remote software maker's guidance reduction drove its sharpest single-day decline.Yahoo Finance Singapore ยท +5 sources
- AMD Q3 revenue jumps 45% as data center sales nearly double, Q4 guidance tops estimatesAMD's AI-driven data center growth and above-consensus outlook eased investor fears about hyperscaler AI spending.news.lavx.hu ยท +15 sources
- Marvell to acquire Lumentum in $115 billion deal, doubling down on AI infrastructureThe large optical and interconnect bet reflects both the scale of AI infrastructure spending and investor jitters about funding it.Reuters ยท +14 sources
- Super Micro's AI server sales nearly quadruple as outlook crushes estimates, stock jumpsStrong AI server demand lifted Super Micro's guidance above Wall Street estimates, reinforcing the AI hardware buildout theme.BigGo Finance ยท +7 sources
- Nvidia reportedly tells cloud partners to cut China exposure with revenue sourcing ruleNew requirements pressuring partners to source most revenue outside China would tighten workarounds around US export controls.CryptoRank ยท +10 sources
- US tech giants' hidden AI debt swells 90% to $3.2 trillion in six monthsOff-balance-sheet and lease obligations tied to AI infrastructure are growing fast, raising systemic financing questions.Nikkei Asia
- Stock selloff and bond jitters signal financing trouble for AI data centersRising yields and debt-funded capex are prompting warnings that AI infrastructure financing could face a reckoning.Bisnow ยท +14 sources
- Meta plans $25 billion bond sale to fund AI infrastructure buildoutThe debt raise shows hyperscalers increasingly turning to credit markets to finance data center expansion.The Tech Buzz ยท +14 sources
- S&P 500 and Nasdaq drop as AI capex worries grip tech investorsRenewed questions about AI spending returns weighed on megacap tech while broader indexes held steadier.TradingView ยท +14 sources
- Pfizer raises 2026 forecasts as Eliquis and cancer drugs drive third-quarter resultsThe upgraded guidance extends a broad pharma earnings windfall as Pfizer leans on its anticoagulant and oncology portfolio to offset pipeline pruning.Reuters ยท +13 sources
- Celltrion unveils world's first quadruple-action obesity drug, plans global trials next yearThe Korean company claims its four-hormone candidate beats triple-action rivals while preserving muscle, positioning it in the crowded obesity race.๋จธ๋ํฌ๋ฐ์ด ยท +6 sources
- FDA grants uniQure's Huntington's gene therapy priority review, calls it a defining milestoneA priority review shortens the agency's decision timeline for what would be the first gene therapy for the inherited neurodegenerative disease.Fierce Biotech ยท +1 sources
- FDA advisers narrowly vote to add six peptides to a drug compounding listThe close vote could open the door for compounded versions of popular peptide therapies, a closely watched front in the GLP-1 supply battle.The American Journal of Managed Care ยท +7 sources
- Lilly's Jaypirca wins FDA approval for first-line CLL/SLL treatmentThe expanded label moves the BTK inhibitor into front-line use for chronic lymphocytic leukemia and small lymphocytic lymphoma.scanx.trade ยท +6 sources
- FDA places partial clinical hold on Bright Minds' BMB-101 epilepsy trial over mouse toxicityThe hold on the Phase 2 seizure study clouds the biotech's lead program after animal toxicity findings.Yahoo Finance ยท +9 sources
- Sun Pharma gets approval to manufacture and market generic semaglutide pill in IndiaThe nod marks a major step for low-cost oral GLP-1 competition in one of the world's largest generic markets.NAVLIN DAILY ยท +7 sources
- India's NPPA cuts MRPs on 1,085 anti-cancer drugs, patients seen saving Rs 2,500-3,500 crore a yearExperts applaud the pricing move but say bigger access concerns remain, while AstraZeneca won a court reprieve from NPPA action.The Economic Times ยท +4 sources
- Oil drops more than 7% as US and Iran signal openness to renewed peace talksA diplomatic opening between Washington and Tehran pulled crude to multiweek lows, reversing part of the war-driven rally.Rigzone ยท +14 sources
- Trump says US will end $4B in funding to Israel, sending oil and stocks swingingThe surprise funding announcement added a new source of volatility to energy markets already whipsawed by Iran war headlines and midterm elections.Euronext Markets ยท +14 sources
- Gas prices hit record Election Day high even as national average tumblesPump prices became a central midterm issue with the national average above $4 and states in key races running hotter than the national trend.The Hill ยท +14 sources
- US strikes Iran's Qeshm Island, oil rebounds above $105 before retreatingReports of fresh US strikes briefly lifted crude before peace-talk headlines pushed prices back down.Free Press Kashmir ยท +9 sources
- IEA warns global gas crunch could last well into 2027 as European storage hits decade lowEurope enters the heating season with unusually low inventories, keeping global gas markets tight.Oilprice ยท +12 sources
- US tech stocks enter correction on AI and midterm election riskAI valuation concerns and election uncertainty dragged technology shares lower even as oil slumped.Bloomberg.com ยท +14 sources
- Goldman lifts 2027 gas outlook as Middle East LNG disruptions persistDisrupted Middle East LNG supply is pushing forecasters to reprice longer-term gas balances.Oil & Gas 360 ยท +14 sources
- ADNOC Gas signs five-year LNG supply deal with TotalEnergiesThe agreement locks in Middle East LNG volumes for a major European buyer amid tight global supply.Reuters
- Constellation signs 3.59 GW nuclear power deal with GoogleThe agreement links a major nuclear operator's output to data center load, a template for pairing existing reactors with AI power demand.scanx.trade ยท +6 sources
- Tesla China-made EV sales rise 10.3% in October, a 12th straight monthly gainTesla's Shanghai-built vehicle shipments grew again year over year as Chinese EV competition intensifies and its US share erodes.WTVB ยท +8 sources
- BYD October EV deliveries top 300,000, a new monthly record, exceeding US quarterly totalBYD's record October volume underscores how far China's largest EV maker outpaces US electric vehicle demand in a single month.Electrek ยท +14 sources
- Constellation secures $5B conditional DOE loan to fund nuclear uprates across three statesThe Energy Department financing would support expanding existing reactor output rather than building new plants.EnergyTech ยท +9 sources
- India's Prototype Fast Breeder Reactor at Kalpakkam achieves first criticalityThe milestone advances India's three-stage nuclear program and its long-term fuel security plans.DD News ยท +14 sources
- Massachusetts will require new data centers to use clean energyThe requirement adds a state-level condition on data center power sourcing as AI demand strains grids.EnergyNow.com ยท +14 sources
- Solar power surpasses nuclear generation in historic global energy shiftSolar output overtaking nuclear marks a milestone in the global generation mix as installations accelerate.https://streamlinefeed.co.ke/ ยท +14 sources
- PSEG Power plans 200-MW nuclear uprate as company eyes data center dealsOne Salem unit faces an extended outage even as PSEG pursues uprates and large-load contracts amid rising power demand.Utilitydive ยท +3 sources
- US approves $2.1B Patriot missile sale to Ukraine, deliveries not expected until 2030sThe approved missiles have yet to be manufactured and would not reach Ukraine until several years into the next decade, underscoring the lag between approvals and deliveries.Defensenews ยท +5 sources
- Lockheed Martin to invest $420M in Camden, Arkansas missile plant, adding 650 jobsThe expansion is aimed at boosting missile production capacity as US stockpiles come under strain from ongoing conflicts.Construction Review ยท +9 sources
- Lockheed Martin closes acquisition of Ultra MaritimeThe deal expands Lockheed's undersea warfare portfolio amid rising demand for anti-submarine systems.Defense and Munitions ยท +14 sources
- SNC withdraws from Navy's trainer jet competition; UJTS award now expected mid-to-late 2027The exit narrows the field for the Navy's replacement of the T-45, leaving Leonardo and Textron among the remaining contenders.Breakingdefense ยท +6 sources
- Alphabet in talks to join Pentagon's Golden Dome missile defense projectThe discussions point to Big Tech's expanding role in large-scale defense architecture, though the scope of any Alphabet contribution remains unclear.TradingKey ยท +7 sources
- Elbit Systems wins $170M IDF contract for artillery training over 15 yearsThe long-term award reinforces Elbit's position as a core supplier of training and land systems to the Israeli military.GuruFocus ยท +8 sources
- Aselsan signs $1.1B overseas air-defense export contractThe award marks one of the largest export deals for the Turkish defense electronics giant and expands its international air-defense footprint.TipRanks ยท +5 sources
- Hanwha Defense USA wins first US Navy shipbuilding contract for Medium Landing ShipThe award marks a milestone for Hanwha's US shipbuilding ambitions and for the Marine Corps' distributed maritime operations.Ocean News & Technology ยท +12 sources
- Wells Fargo, BofA and peers tighten rules on customer-directed AI agents, making users liableMajor US banks are moving to block or limit customer-directed AI agents and warning customers they may bear liability if an agent acts without authorization.AIM Media House ยท +9 sources
- CFPB to investigate JPMorgan, Bank of America, Citi, Wells Fargo and five other banks over account accessThe probe follows an OCC report finding bank policies that limited access to banking services, and comes as a Warren report says CFPB case dismissals cost consumers recovery options.NewsBreak ยท +9 sources
- Intesa Sanpaolo posts record 8.2B euro nine-month net income, lifts 2026 outlookThe Italian lender reported record nine-month profit and raised guidance even as quarterly revenue missed expectations, sending shares lower.Yahoo Finance ยท +2 sources
- Goldman Sachs equities trading revenue jumps 72% in Q3 2026The trading surge underscores how volatile markets are driving outsized revenue gains at Wall Street's largest investment banks.Opening Bell Daily ยท +14 sources
- Wall Street banks finally see their China bets pay offAfter years of investment, US and global banks are realizing returns from their China operations.Bloomberg.com ยท +7 sources
- Bajaj Finserv Q2 net profit rises about 25% as AUM climbs 26%The Indian financial services group reported broad growth in profit, net interest income and assets under management.CNBC TV18 ยท +6 sources
- US banks set for profit bonanza as earnings season beginsAnalysts and commentators expect strong bank earnings, with rate hike history cited as favorable for several bank stocks.scanx.trade ยท +13 sources
- Oracle prices $20B offering of common stock and senior notesThe large capital raise is a notable corporate debt and equity issuance, relevant to credit and markets participants.TradingView ยท +1 sources
- Yum Brands beats Q3 estimates as Taco Bell sales fall on cyclosporiasis outbreak, chain now reboundingThe foodborne illness outbreak dented Taco Bell's third-quarter same-store sales, though Yum said the brand is recovering and overall results topped expectations.SuaraGarut.ID ยท +14 sources
- Amazon cuts more jobs as CEO Jassy touts record margins and retail gains, says investors sleep on retailAmazon is trimming staff while executives point to improved retail profitability and future revenue growth, a contrast investors have underappreciated in the share price.TheStreet ยท +3 sources
- German retail sales fall 2.0% in September, missing forecasts and declining unexpectedlyThe surprise contraction underscores persistent weakness in Europe's largest economy and weighed on the euro in currency markets.Yahoo Finance ยท +12 sources
- Hong Kong September retail sales rise 6.4% on year, driven by local consumption and online growthThe gain points to a steady recovery in Hong Kong consumer spending, with online sales and local demand offsetting weaker tourism-linked categories.ๅทดๅฃซ็ๅ ฑ ยท +6 sources
- Walmart commits roughly $6 billion to automate 25 US distribution centers with SymboticThe multiyear deal deepens Walmart's supply chain automation push and gives Symbotic a major committed backlog.MarketScale ยท +14 sources
- Hackers target supermarket refrigeration systems across Europe, hitting IKEA Belgian storeThe cyberattack wave on internet-connected retail equipment spotlights supply chain security risks for European retailers.Business Upturn ยท +13 sources
- Estee Lauder cuts promotions as luxury fragrances lift outlookThe cosmetics maker is pulling back on discounting, betting that premium fragrance demand can support margins.Reuters ยท +3 sources
- Outback Steakhouse's largest US franchisee Out West files for bankruptcy, covering 61 unitsThe filing could push Bloomin' Brands to take direct control of most of Outback's US franchise system.Restaurantdive ยท +14 sources
- Honeywell Aerospace Q3 profit and revenue rise on sustained demand, backlog tops $19BHoneywell's aerospace unit lifted its EPS outlook after a strong quarter, with the earnings call flagging a backlog above $19 billion.WSJ ยท +11 sources
- 3M to close 16 factories and overhaul 10 more in network revamp targeting $1B in savingsCEO William Brown said the operational overhaul aims for $1 billion in annual productivity gains by the end of 2027.Supplychaindive ยท +2 sources
- Agility Robotics clears shareholder vote, expected to begin trading this week in $2.5B SPAC mergerThe humanoid robotics company raised $465 million to resolve debts ahead of its merger with Churchill Capital Corp XI.Manufacturingdive ยท +7 sources
- GE Vernova Q3 EPS beats estimates by nearly 21% despite revenue warning and stock declineThe power equipment maker beat on EPS but flagged revenue concerns, drawing analyst support even as the stock fell.www.dars.gov.et ยท +5 sources
- Caterpillar analysts cut price targets after earnings as director buys $620K in stockA Caterpillar director purchased $620,390 in shares following the post-earnings selloff, while analysts trimmed their targets.Quiver Quantitative ยท +4 sources
- Boeing holds a $745B backlog yet remains unprofitable, raising questions for investorsCoverage weighs Boeing's defense backlog growth against its continued lack of profitability.ABC Money ยท +1 sources
- GE Aerospace down 3% in a month, but Jefferies still sees 41% upsideThe analyst note keeps a bullish view on the aerospace supplier despite recent share weakness.Yahoo Finance ยท +4 sources
- US stocks close mixed as tech sell-off offsets industrial gainsSemiconductor strength and industrial gains offset weakness in parts of the tech sector.ๅทดๅฃซ็ๅ ฑ ยท +1 sources
- Iron ore rebounds as China demand holds up, defying expectations of a steep pullback in steel outputIron ore prices steadied and rebounded from extended losses as lower valuations drew buyers and China's demand decline proved slower than expected, though analysts remain cautious on the durability of the recovery.Mining.com.au ยท +13 sources
- World's 50 largest mining companies shed $712bn in value as gold, copper and lithium stocks slumpA broad selloff across gold, copper and lithium equities erased hundreds of billions in market value from the biggest miners, prompting value hunters to look at beaten-down Canadian names.Share Talk ยท +3 sources
- Simandou iron ore ramp-up will offset global supply cuts, Macquarie saysMacquarie says output growth from Rio Tinto's giant Simandou project in Guinea is sufficient to cover supply reductions elsewhere, keeping the seaborne iron ore market well supplied.IndexBox ยท +3 sources
- India to develop domestic tunnel boring machines if China imposes export curbs, Goyal saysIndia's commerce minister said the country would build its own tunnel boring machines should Beijing restrict shipments, the latest sign of supply chain contingency planning.Business Standard ยท +13 sources
- Metals.io issues tokens backed by 25 tonnes of physical copper stored in GermanyMetals.io launched copper-backed cryptocurrency tokens on the Tezos blockchain, an early test of tokenizing physical commodity ownership.CoinDesk ยท +5 sources
- Explosion kills four at Cameroon iron smelting plantAn explosion at an iron smelting facility in Cameroon killed four people, highlighting safety risks in industrial mineral processing.Mining.com ยท +6 sources
- Arkadian Strategic Metals boosted by metallurgical results, produces rare earth concentrates at MotzfeldtArkadian reported producing rare earth concentrates at its Motzfeldt project in Greenland alongside encouraging metallurgical test results, and completed gold sampling at Clogau.Yahoo Finance UK ยท +2 sources
- Pakistan's $7 trillion mineral ambitions face militant threatPakistan's plans to unlock a vast mineral resource base are complicated by security risks from militant activity.The Shillong Times ยท +2 sources