President Trump called off a planned attack on Iran after agreeing to the outlines of a deal, triggering a sharp drop in oil prices as geopolitical risk premium

Japan's finance ministry confirmed a joint yen-buying intervention with the U.S. Treasury on Friday, and Treasury Secretary Bessent signaled readiness for furth

UK pharmaceutical giant AstraZeneca is exploring a merger with US rival Bristol Myers Squibb, which would be one of the largest corporate deals in history.

Reports confirm AstraZeneca held talks with Bristol Myers Squibb about a potential $400 billion merger.

OPEC+ will increase output in September, fully unwinding the voluntary supply cuts that had supported prices.

Amazon's outsized earnings growth, driven by paper gains on its Anthropic investment, is amplifying S&P 500 profit expansion.

South Korea's July exports surged to nearly $100 billion, the second-highest monthly total on record, powered by a 62.8% jump in semiconductor shipments as AI d

Qualcomm reported a 4% revenue decline in its fiscal Q3 amid persistent smartphone market weakness and issued soft guidance, sending shares down 11% for the wee

Nvidia stock reclaimed the $200 level amid signals of sustained AI infrastructure spending from hyperscalers and commentary from Dan Ives that demand exceeds su

AMD reports Q2 results on August 4 with the market focused on AI GPU sales momentum following its recent Anthropic partnership and potential server CPU tailwind

ASML shares tumbled 10% after the company issued a warning, with the Dutch lithography giant caught between expanding Chinese domestic chip tool development and

SK Hynix shares rallied 23% in a single session, recovering some ground after a rough month, as record Korean chip export data and a 179% jump in HBM/DRAM expor

Microsoft shares rallied sharply following earnings that showed AI demand translating into record cloud revenue, adding $450 billion in market cap in a single d

Oracle partnered with Alphabet to embed Gemini AI across its enterprise apps and won a $7 billion Pentagon deal, driving a 7% rebound.

SAP received a two-front legal clearance and reported a 22.9-billion-euro cloud backlog, but trimmed its profit target, leaving investors debating cloud margins

Enterprise SaaS stocks staged a broad rebound as investors rotated into software names, with Salesforce surging 7%, ServiceNow 8%, and Workday 10%.

As AI hardware names sold off, software sector stocks showed relative strength, with analysts noting a rotation into SaaS and enterprise software.

ServiceNow had its best day in a year amid the software rebound, though the stock remains down 45% year-to-date as AI startups threaten enterprise offerings.

Amazon, Google, Meta, Microsoft and other hyperscalers have committed roughly $2.4 trillion in AI infrastructure spending, sparking a fierce debate on Wall Stre

Amazon's massive AI-driven capex increase and related debt build-up highlight the scale of its data center buildout, fueling both bullish and bearish views on t

Microsoft's massive commercial backlog signals strong future demand and justifies its heavy AI capex, reassuring investors.

Nvidia's massive backlog and strong demand outlook contrast with its recent stock slide below $190, creating a debate on valuation.

Alphabet's rebound and market-cap surge past Apple underscore the shifting pecking order among tech giants in the AI era.

Strong earnings from Amazon and other hyperscalers eased fears about AI spending, lifting markets and semiconductor stocks.

Novo Nordisk's Phase 3 trial of ziltivekimab, a drug being studied for cardiovascular risk reduction, did not meet its primary endpoint, sending shares lower an

Replimune shares swung sharply as an FDA panel gave a supportive vote on its melanoma therapy IGNYTE data, but FDA staff documents raised concerns about approva

Capricor Therapeutics shares collapsed after an FDA advisory committee and agency staff raised doubts about the efficacy of its lead candidate deramiocel, trigg

Apnimed went public with a $192 million IPO to advance what could become the first oral treatment for obstructive sleep apnea, a condition currently dominated b

South Korean regulators are moving to flag Novo Nordisk's Wegovy and Eli Lilly's Mounjaro for potential abuse as demand for weight-loss drugs drives a sharp inc

A report claims AstraZeneca is pursuing a $400 billion merger with Bristol Myers Squibb, twelve years after it rejected a takeover approach from Pfizer, which w

President Trump's decision to pause military action against Iran and pursue talks sent crude oil prices sharply lower while fueling a rally in equity markets.

Iran's foreign minister agreed to reopen the strategic Strait of Hormuz, through which about a fifth of global oil supply transits, after a Qatari LNG tanker wa

ExxonMobil posted its highest quarterly profit in four years at $160 million per day, while Shell profit rose 97%, as oil majors reap windfalls from the Iran co

US national average gas prices pushed above $4 per gallon as the Iran conflict disrupted oil supply routes, with California reaching $5.49.

Seven OPEC+ members agreed in principle to raise oil output by 188,000 barrels per day in September, a modest increase amid tight global supply.

Chevron CEO Darren Woods warned the Iran conflict creates a 'very real' threat to global oil supplies and said he would not expect lower pump prices soon.

BYD's strong export growth offsets weak domestic demand in China's competitive EV market, though analysts question whether the company can hit its 5 million uni

Tesla's quarterly delivery record comes amid questions about demand sustainability, share price pressure, and Musk's denial of a report that Tesla might sell it

July sales data shows a widening gap in China's EV startup landscape, with Leapmotor breaking away from a pack of rivals stuck around 30,000 units amid a market

European EV adoption accelerates sharply with pure electric vehicles reaching 26% share, driven by new affordable models and macroeconomic factors.

Weak July sales across the industry raise fears of a renewed price war among Chinese EV makers as market reshuffling deepens.

June 2026 global plugin vehicle registrations show continued BEV strength and PHEV contraction, with 30% overall EV market share.

The multiyear PAC-3 MSE production contract is the largest missile defense deal in years, driven by conflict in Ukraine and the Middle East depleting US and all

The emergency funding request underscores the severity of interceptor shortages after prolonged use in Ukraine, the Middle East and the Iran conflict.

The US resumes domestic procurement of Patriot Guidance Enhanced Missile-Tactical missiles for the first time in 30 years, signaling a major shift in missile de

EUCOM's top commander signals that US naval force structure is insufficient to simultaneously protect Israel and maintain other global commitments.

Rocket Lab's first major hypersonic defense contract marks the company's expansion beyond space launch into missile production.

The sustained US-Iran conflict is consuming missile defense assets at an unsustainable rate, forcing difficult procurement and allocation decisions.

U.S. corporate net profits surged in the second quarter, driven by AI investment and high energy prices, fueling a broader stock market rebound.

The four largest U.S. banks reported combined second-quarter profits of $49 billion, highlighting strong earnings across the banking sector.

A rotation into financial stocks is underway, with the Federal Reserve's upcoming rate decision key to sustaining the rally.

Investor enthusiasm for AI-related stocks is cooling as earnings season reveals mixed results and valuation concerns.

Banks are using complex options strategies to hedge risk tied to leveraged ETFs, a trend drawing regulatory attention.

India's move to allow 100% foreign direct investment in insurance is attracting global insurers looking for growth.

As Americans seek direct GLP-1 prescriptions, large retailers are positioned to benefit from the growing weight-loss market.

Best Buy's incoming CEO aims to shrink store footprint to drive future growth, signaling a shift in the electronics retailer's physical strategy.

Amazon Business has reached $60 billion in annualized sales, with AI and computer vision reshaping B2B ecommerce.

Sainsbury has struck a £120 million deal to sell its Argos business to three retail veterans, marking a major shift in UK retail.

A nostalgic UK restaurant chain is shuttering all 106 locations, leaving customers disappointed.

Target is investing heavily in artificial intelligence to transform its enterprise strategy and retail operations.

The energy spin-off's massive backlog is driven by AI data center power demand, yet the stock fell on an earnings miss, prompting analyst debate on valuation.

Boeing narrowed losses and lifted revenue on increased jet deliveries, though the stock fell 4% as investors weighed the pace of its recovery and cash flow traj

Boeing's commercial aircraft deliveries rose sharply in Q2, generating positive free cash flow and narrowing net losses year over year.

Despite a revenue beat and improving cash flow, Boeing shares declined as the market digested ongoing production ramp risks.

Caterpillar is among the major industrials reporting this week, with investors watching mining-driven demand and margin trends in a slowing global economy.

The upgrade reflects optimism about Korea's semiconductor-led export recovery and AI infrastructure spending tailwinds.

Russian scientists report discovery of a new mineral in the Khibiny Mountains, with claims it is more valuable than gold for aviation and electronics; other sou

Union workers at BHP's Port Hedland iron ore operations are set to strike for two days in early August if an enterprise agreement is not finalized.

Analysis highlights how BHP and Rio Tinto are increasingly pivoting toward copper production, driven by green energy demand and structural decline in iron ore's

New data shows gold accounted for 40% of Australia's record A$3.9 billion mineral exploration expenditure, underscoring the metal's dominant role in the sector.

Japanese shipping giant NYK Line moves to absorb compatriot NS United in a roughly US$1 billion transaction, consolidating the dry bulk shipping sector.

Rising steel production and infrastructure demand have transformed India from a net exporter to a net importer of iron ore, creating opportunities for South Afr