Iran says it will halt attacks as long as a US bombing pause holds, sending oil prices tumbling and stock futures sharply higher as Wall Street anticipates a po

Amazon, Apple, Meta, and Microsoft report earnings alongside a Fed interest-rate decision and fresh inflation data, with markets on edge over AI spending and ra

Rising bond yields signal markets worry the Fed under Chair Kevin Warsh may need to raise rates as price risks rebound, with Goldman Sachs weighing in on the ra

The Wall Street Journal reports Nvidia is in exclusive discussions with OpenAI to guarantee a massive $250 billion financing package for data center infrastruct

China's fourth-largest DRAM maker CXMT surged on its first trading day following the largest IPO in Asia, reflecting investor frenzy for domestic semiconductor

Eli Lilly is postponing its FDA submission for retatrutide despite positive data showing patients lost up to 56 pounds, delaying the timeline for the highly ant

South Korean chipmakers and Nvidia announced massive long-term semiconductor supply deals and strategic partnerships with U.S. tech firms, totaling up to $950 b

The Wall Street Journal reports Nvidia is negotiating to finance and support OpenAI's massive data center expansion, a landmark infrastructure deal.

Nvidia and SK Group announced a $500 billion strategic partnership covering long-term memory supply, a 2 GW AI data center, and future AI infrastructure.

Samsung secured a $200 billion AI chip partnership with Broadcom, boosting Samsung's foundry ambitions amid growing AI chip demand.

Intel reported its strongest quarterly results in 15 years, beating earnings expectations, though the stock initially tumbled before surging.

Nvidia CEO Jensen Huang confirmed Vera Rubin chips are in production and dismissed concerns about a near-term chip industry decline, saying 'this time is differ

Oracle secured a roughly $7 billion decade-long Pentagon contract, its biggest government win, yet shares fell 9%, reflecting investor worries about the company

SAP reported strong quarterly results with record cloud backlog and an EPS beat, sending shares up 9%, though the company trimmed guidance due to higher acquisi

ServiceNow reported AI-driven subscription revenue growth but issued disappointing guidance, citing a Middle East deal slowdown, sending shares lower even as th

Salesforce faces multiple headwinds including its second analyst downgrade of the month, a new Slack competitor from Jack Dorsey's 'Buzz', a $1.6 billion VA dea

Microsoft shares hovered near all-time highs with analysts bullish ahead of its July 29 Q4 earnings, as the company's cloud and AI revenue growth continues to s

Morgan Stanley upgraded software sector sentiment as 'too negative', while a rotation from AI chip stocks into software names gained momentum after the Philadel

Alphabet, Microsoft, and Meta reported combined AI capital spending of $725 billion, up sharply from prior quarters, sparking investor debate on returns.

Intel posted its strongest revenue growth since 2011 and raised Q3 guidance on AI-driven server chip demand, but shares fell amid broader AI spending worries.

A selloff in mega-cap tech erased nearly $800 billion in market cap as investors balked at rising AI capital expenditure with no clear near-term payoff.

Nvidia shares hover near all-time highs as sustained AI chip demand from hyperscalers supports continued revenue growth.

Moody's cautioned that the massive capital shift into AI infrastructure is turning cash-rich tech companies into capital-intensive borrowers, pressuring credit

AMD will supply Anthropic with tens of billions of dollars in AI servers and invest up to $5 billion, deepening its push into AI infrastructure.

Novo Nordisk escalated its legal battle against Eli Lilly, seeking a court order to stop Lilly's comparative advertising for its GLP-1 drugs, a move that highli

Eli Lilly's triple agonist retatrutide met Phase III endpoints, positioning it as a potentially more powerful obesity drug and setting up a regulatory filing.

The FDA approved GSK's Jideytro for lung cancer, marking the company's first entry into the lung cancer market shortly after closing the Nuvalent deal.

The Trump administration's proposed tariffs aim to reshore generic drug manufacturing, threatening India's pharmaceutical export industry and potentially raisin

A report outlines unexpected side effects from GLP-1 obesity drugs such as Wegovy and Mounjaro, including impacts on pregnancy and hair loss, adding to safety s

Roche is halting development of one obesity drug candidate from its Carmot acquisition while advancing another that it believes has best-in-class potential.

Oil prices retreated from $100/bbl on reports of US-Iran diplomacy and continued Red Sea oil flows, easing supply concerns but posting a strong weekly gain.

Retail gasoline prices climbed sharply nationwide as the Iran war disrupted crude supply routes, with states like Connecticut, Idaho, Louisiana and California s

Dual disruptions at the Strait of Hormuz and Bab el-Mandeb are tightening global oil flows, with tanker crossings slipping and physical crude prices jumping to

Saudi Arabia's Red Sea crude exports from Yanbu have fallen 41% to 2.39 million bpd, undermining the kingdom's strategy to bypass Hormuz disruptions via the Eas

Houthi attacks hit Saudi Arabia's Jizan refinery and Yanbu terminal, compounding supply disruptions in the Red Sea.

Indian refiners seek alternative crude from Angola and Venezuela as term supplies from the Middle East are disrupted, while India also expands strategic oil res

Tesla's Q2 earnings showed a steep 38% profit miss and deeply negative free cash flow of $1.1B, driven by heavy AI investments and margin pressure.

BYD reported 557,000 EV deliveries in Q2, retaking the global lead from Tesla, though its home-market sales contracted, pressuring margins.

Insurance Institute for Highway Safety data shows Waymo's autonomous taxis crash at one-third the rate of human drivers, though the study includes caveats on da

US solar output surpassed both coal and wind in May for the first time, marking a milestone in the energy transition.

Oklo shares surged after Microsoft and Nvidia partnered in a $200M AI and nuclear energy deal with White House backing.

Tesla completed a secretive ~$2 billion acquisition of an AI hardware company, confirmed only in a single passage in financial filings.

Multiple reports indicate the US has paused plans for a wider strike campaign against Iran over concerns that American interceptor and air defense missile stock

The defense tech startup is reportedly seeking a valuation of roughly $100 billion in its next funding round, more than triple its prior mark and rivaling estab

Lockheed posted stronger-than-expected Q2 results and lifted its full-year guidance, citing surging demand for F-35s, munitions, and space programs with a recor

RTX reported strong Q2 results and lifted its 2026 outlook, with Raytheon sales climbing on Patriot and AMRAAM programs and the total backlog reaching a record

The Army awarded Anduril a $20 billion deal as the company also partners with Archer Aviation to build attack drones, marking a major expansion of AI-driven def

Northrop Grumman's record backlog underscores sustained demand for its Sentinel ICBM, IBCS, and missile defense programs amid elevated geopolitical tensions.

JPMorgan Chase's market capitalization reached $937 billion, exceeding the combined value of its three largest competitors.

Citigroup and JPMorgan are said to be among banks negotiating to underwrite OpenAI's initial public offering.

A wave of bank earnings reports is leading analysts to conclude that recession risks are lower than markets had feared.

Wells Fargo announced additional job cuts as part of ongoing cost-reduction efforts across the bank.

Bank of America raised its quarterly dividend by 14%, signaling confidence in its earnings outlook.

HSBC reached a deal to sell its Singapore insurance business at a valuation of 23 times earnings, with a buyback decision approaching.

UK retail sales were buoyed by hot weather, the World Cup, and clearance events, driving online shopping to a five-year high and lifting the FTSE 100.

Myer reported full-year sales above $4 billion but flagged volatile second-half trading, heavy discounting, and subdued consumer confidence pressuring profitabi

LG H&H's The Face Shop is entering 1,600 Walmart stores across the US, marking a major push for Korean beauty brands beyond Amazon into physical retail.

Amazon shares fell as early Prime Day data indicated changing consumer behavior ahead of the company's quarterly earnings report.

Meta partners with Lightspeed to help retailers measure in-store sales generated from its advertising platform.

Walmart and Target are making operational changes to simplify the in-store shopping experience for customers.

GE Vernova reported Q2 revenue above expectations but investors focused on cash flow timing concerns against a massive backlog, sending the stock lower.

Industrial companies are capturing AI-driven demand, with Caterpillar among beneficiaries as equipment demand and infrastructure spending support results.

Caterpillar shares gain as strong equipment demand, order backlog, and raised 2026 guidance underpin revenue and margins.

Honeywell raised its guidance after reporting strong orders across aerospace and automation segments, with the stock trading steady.

GE Aerospace shares steady after beating earnings and cash flow expectations, though the stock has sold off multiple times post-earnings.

Boeing shares face pressure from ongoing cash burn and slower delivery pace, with defense and services revenue partially offsetting commercial weakness ahead of

Lynas Rare Earths (ASX:LYC) enters a cross-subscription agreement to expand production capacity, reinforcing its central role in Australia's critical minerals s

The project aligns with US efforts to secure antimony supply for defence needs, following a new supply chain policy.

Brazil's mining sector grew 10.3% in revenue for 2025, with iron ore accounting for the largest share of exports.

China's steelmaking hub Tangshan implements short-term blast furnace production cuts, signalling ongoing government efforts to curb output.

BHP's stock faces pressure near A$60 while Commonwealth Bank narrows the market capitalisation gap for the top ASX position.

Union pattern bargaining negotiations commence covering 23,000 US Steel and Cleveland-Cliffs employees.