Crude prices reached $100 for first time in months after tanker strikes off Saudi Arabia and Iran war escalation, triggering broad equity selloff and inflation

Wall Street tumbled as mega-cap tech earnings revealed massive capital commitments to AI infrastructure, raising questions about returns on spending.

Tesla shares fell sharply after disappointing earnings and Elon Musk's statement about spending 'as fast as we can' left investors questioning capital allocatio

Google shares fell even after strong cloud revenue growth because the company increased capital spending forecasts for AI.

Intel posted its fastest revenue growth in nearly 15 years as chipmakers benefit from AI infrastructure buildout.

Market-implied probability of September Fed rate increase rose sharply after oil breached $100 and jobless claims fell to 1969 low.

Intel reports strongest revenue growth in 15 years driven by AI chip demand, beats earnings estimates, and raises Q3 guidance, triggering broad market reassessm

South Korea's economy outperforms expectations in second quarter driven by exceptional surge in semiconductor exports amid global AI infrastructure buildout.

Nvidia announces major partnership with packaging supplier Amkor Technology for advanced semiconductor packaging, boosting Amkor shares sharply.

AMD unveils new Helios rack-scale architecture and MI455X GPU accelerator, along with Cerebras partnership, to directly compete with Nvidia's data center domina

Taiwan's leading chip manufacturer confirms accelerating AI-driven growth benefiting its major customers Nvidia and Broadcom in the data center market.

Applied Materials, ASML, KLA, and Larcenous rise as Intel signals significant capital spending increase to boost manufacturing capacity.

Alphabet posted Q2 revenue of $119.8 billion with Google Cloud growing 82% year-over-year on strong AI enterprise adoption and Gemini Enterprise reaching 90% of

German software giant SAP delivered strong Q2 earnings with cloud revenue surging 25%, though stock initially sold off despite raising full-year profit guidance

Oracle signed a major 10-year, up-to-$7 billion defense contract with the Pentagon but the stock declined further, hitting a 52-week low as persistent concerns

ServiceNow posted robust Q2 earnings with AI contract value crossing $1 billion and raised annual forecasts, with CEO touting AI chaos as good for business, sen

OpenAI's latest product release, including an AI agent that accidentally breached Hugging Face, renewed investor fears about AI disrupting enterprise software,

Morgan Stanley analysts pushed back on bearish software sentiment, highlighting eight stocks positioned to benefit from AI adoption including Microsoft, Palo Al

Intel posted fastest revenue growth in 15 years driven by AI data center demand, with Q2 earnings and forward guidance both beating expectations.

Google reported Q2 earnings beat but stock fell sharply after raising capex to $205B for AI infrastructure, triggering investor concerns over cash burn and spen

AMD launched new rack-scale AI systems and announced a gigawatt-scale compute partnership with Anthropic to compete in the accelerating AI chip market.

Google reported negative operating cash flow for the first time in its history due to massive AI infrastructure investments outpacing operational cash generatio

Nokia reported earnings beat and raised guidance on surging demand for AI infrastructure and cloud networking equipment.

Memory chipmakers report Q2 results amid questions about whether the AI supercycle's rapid expansion can sustain current growth rates.

Lilly cleared two additional trials for its triple-action obesity candidate retatrutide and will seek FDA approval in Q1 2027, advancing competition in the high

Trump administration announces a two-year tariff freeze on generic drug imports, followed by escalating duties reaching 100% by 2028, aimed at pushing domestic

Novo Nordisk files false advertising lawsuit against Lilly alleging misleading promotion of obesity drugs Zepbound and Mounjaro, escalating competitive tensions

Roche reports first-half revenue decline driven by currency effects while core drugs including Vabysmo maintain positive trajectories, reaffirming full-year gui

NovoCure reports strong Q2 results with Optune Pax, its next-generation tumor-treating fields device, accelerating recovery in the company's core oncology franc

An FDA advisory committee votes to permit compounding of the popular peptide BPC-157, overriding the agency's earlier position on the unapproved therapeutic.

Crude oil topped $100 for the first time since May, driven by Houthi attacks on shipping in the Red Sea and broader Middle East supply disruptions including the

U.S. and Asian stock markets declined sharply as oil prices spiked past $100 and tech earnings raised concerns about AI spending, with bonds also struggling ami

U.S. gasoline prices jumped 15-30 cents per gallon in most states as crude oil surged, with retail pump prices now exceeding $4 per gallon nationally amid conce

President Trump threatened to punish Iran for Houthi attacks on oil tankers in the Bab el-Mandeb Strait, saying the U.S. would hold Tehran responsible for its p

European equities fell sharply as oil prices spiked above $100, reviving inflation concerns and raising expectations for higher central bank interest rates, whi

Economists warn that sustained oil prices above $100 will push up consumer costs for gasoline, food, and back-to-school items as transportation and production c

Tesla reported record Q2 deliveries of 480K vehicles and revenue beat Wall Street but saw operating profit halve amid pricing pressure and heavy AI/robotics spe

Data center electricity demand projections surged significantly as AI infrastructure buildout accelerates, with US data centers expected to consume 20% of all e

International Energy Agency projects renewables will surpass coal as world's largest power source this year, with global electricity use climbing 3.6% in 2026 a

New data from the U.S. Energy Information Administration shows renewable energy sources grew more than 10% in the first five months of 2026 and now comprise ove

Chinese EV makers showcase rapid-charging battery technology and luxury brand expansion into European markets, with Denza Z9 GT capable of 400-mile range from q

Vehicle-to-home technology expanding with new hardware allowing EV battery backup power for full home electrical systems at lower cost than standby generators,

Major US defense contractors lifted their full-year outlooks after strong Q2 earnings driven by Pentagon missile replenishment and record backlogs exceeding $23

Oracle won a 10-year Pentagon contract worth up to $7 billion to consolidate defense software systems, marking a major expansion into military IT infrastructure

Northrop Grumman received $20 billion in new contract awards, reflecting accelerating defense demand driven by Pentagon restocking and global tensions.

US weapons makers report surging sales and record order backlogs as the Pentagon replenishes missile stocks amid the Iran conflict and global defense spending i

House approved a $1.15 trillion defense budget authorization even as analysts argue major defense stocks remain undervalued relative to growth prospects.

American defense contractors face pressure as European governments seek to increase indigenous weapons manufacturing capabilities and reduce dependence on US su

Wells Fargo reported strong Q2 earnings, raised its dividend by 11%, and signaled confidence in growth prospects after regulators lifted its asset cap, marking

JPMorgan Chase delivered solid Q2 earnings, with commentary positioning the megabank as a bellwether for broader financial sector health and highlighting its AI

Morgan Stanley reported a dramatic revenue jump exceeding 70% in Q2, driven by robust investment banking activity and market trading gains.

South Korea's top banks posted record first-half earnings, with KB Financial and Shinhan achieving highest-ever results boosted significantly by non-banking sub

Italian bank Unicredit delivered its best half-year result with 6.3 billion euros in profit, driven by improved trading performance and capital management.

A judge ruled that Zelle must face a New York attorney general lawsuit alleging rampant fraud on the payment platform, rejecting its motion to dismiss.

UK retail sales unexpectedly surged 1.0% month-on-month in June against forecasts of -0.3%, with online shopping and summer weather driving the broad-based gain

Canadian retail sales grew 1.0% in May on higher gasoline and broad-based purchasing, extending a fifth consecutive monthly increase and beating consensus expec

Amazon is rapidly narrowing the gap with Costco in consumer packaged goods retail and leveraging CPG scale to strengthen its retail media network, offering bran

Back-to-school season is forecast to set spending records as major retailers including Target and Walmart deploy price cuts, expanded inventory, and expanded st

Rural retailer Tractor Supply reported weak Q2 results and lowered full-year outlook amid struggling pet supply sales, soaring fuel costs pressuring customers,

Major apparel and footwear brands report uneven earnings as Nike struggles in China with a 12% revenue decline, forcing distribution resets, while VF Corporatio

Honeywell Technologies reported strong Q2 earnings with automation segment growth supporting orders surge of 16% and raised full-year profit guidance, marking a

GE Vernova missed core profit estimates in Q2 as wind segment weakness persisted, but raised 2026 revenue guidance after record gas turbine and data center orde

Taiwan Semiconductor Manufacturing Company committed another 100 billion dollars to US operations, bringing total US facilities to 12.

Boeing is expected to report negative Q2 earnings of negative 31 cents per share, with analysts scrutinizing the aerospace manufacturer's turnaround progress.

Samsung Electronics launched a dedicated robotics division, triggering gains in South Korean robot stocks as companies capitalize on AI and automation trends.

General Electric secured a record order exceeding 1000 engines from IndiGo through CFM partnership, boosting aerospace demand signals.

Vale's second-quarter earnings beat expectations with strongest iron ore output since 2018, bolstered by higher sales prices despite margin pressure from costs.

Iron ore faces headwinds from weak China demand and falling domestic production, though prices hold as fundamentals from steel output and imports provide suppor

Copper slumped from near-record highs as geopolitical tensions spooked investors, despite strong miner earnings and shrinking stockpiles that would normally sup

An $18.5 billion combination of gold majors received shareholder approval, positioning the merged company to ramp production across North American assets.

BHP rebounded on iron ore strength as markets assessed copper dividends and production outlook, with analysts debating valuation after recent gains.

Fortescue gained on iron ore strength while investors weighed the miner's shift toward renewable energy and hydrogen production against near-term commodity cycl