The tame July inflation reading calms fears of an earlier-than-expected Fed rate hike, lifting S&P 500 and Nasdaq while leaving the Dow flat to slightly lower.

The neocloud providers report blowout earnings that reinforce optimism around AI infrastructure spending and justify rising capex commitments.

Traffic through the vital chokepoint is roughly 90% below pre-conflict averages and oil stockpiles are rapidly depleting, according to the IEA.

Cisco posts an 18% revenue surge and strong 2027 guidance, but the stock gives back gains as investors weigh whether AI momentum is already priced in.

Americans are paying more at the pump than ever before for this time of year as geopolitical tensions and supply constraints keep crude elevated.

A lawsuit filed in Manhattan federal court alleges the paid pre-release access program is unconstitutional and 'profoundly corrupt'.

Intel completed a $19.7bn to $20bn common stock offering priced at $95, upsized from an initial $15bn, attracting $100bn in demand; the proceeds bolster Intel's

Nvidia teamed with six investment firms to establish a $500bn AI infrastructure financing program, giving customers long-term funding at attractive rates to bui

AI chip stocks rallied as CoreWeave and other Nvidia partners reported strong earnings, signaling sustained demand for AI computing and boosting sentiment acros

South Korean chip stocks surged on record early-August export data (up 45.3% YoY) and strong AI memory demand, with Samsung and SK Hynix leading gains and the K

CoreWeave reported $2.58bn in quarterly revenue (up 112% YoY) and signed A100 GPU contracts extending to 2029, proving Nvidia's 2020-era silicon can still gener

Nvidia's CEO addressed concerns about AI-related debt financing, helping push NVDA stock up nearly 3% intraday amid reports it is developing a top-tier open-sou

Oracle is preparing another round of job cuts as AI spending strains payroll, while its stock climbed on the news and a quantum computing partnership with Quant

Software stocks fell broadly as investor enthusiasm shifted to semiconductor and AI infrastructure names, dragging down Palantir, Microsoft, Salesforce, and oth

Salesforce faces cautious analyst sentiment with UBS expecting tempered revenue growth acceleration in the second half, while the stock has rallied 31% ahead of

ServiceNow stock dipped despite strong Q2 growth and analyst optimism, while the company expanded federal reach with a new FedRAMP-authorized partner tool.

Adobe shares declined amid broader software weakness and investor questions about AI freemium pricing pressure, though some analysts see a bargain.

A massive $10 billion AI cloud contract for Volta raises concerns about rising debt levels among neocloud providers.

Nvidia is structuring a massive $500 billion financing program backed by Wall Street to fund AI data centers, raising questions about debt, returns, and the val

Cerebras reported solid Q2 results and raised annual targets on strong AI chip demand, but investors sold off the stock sharply on disappointing execution.

CoreWeave's quarterly revenue more than doubled as the AI cloud provider reported a massive backlog, signaling sustained demand for AI compute.

Supermicro reported blowout quarterly results and a $72 billion FY2027 revenue forecast, and disclosed a gigawatt AI data center deal with SpaceX and xAI.

Memory chip stocks surged after a cooler CPI reading and strong AI-driven earnings from Nvidia partners boosted the semiconductor sector.

Nebius reported Q2 revenue that beat estimates on explosive AI cloud growth, sending shares sharply higher.

Lilly filed six lawsuits targeting a black market for its unapproved GLP-1 triple agonist retatrutide, alleging illegal sales of knockoffs.

The MHRA granted marketing authorization for Lilly's once-daily oral GLP-1 agonist, marking the first European approval of the drug.

Shares of Compass rose as its psilocybin therapy met its primary endpoint, with analysts projecting potential FDA approval by H1 2027.

The startup will use the funds to develop a first-in-class epigenetic editing therapy for facioscapulohumeral muscular dystrophy.

New analyses indicate Lilly's triple GIP/GLP-1/glucagon agonist retatrutide continues to show best-in-class weight loss potential.

The Swiss biotech raised one of the largest private rounds of the year to advance its AKT inhibitor program into the clinic.

EIA data shows a massive 17.4 million barrel crude build versus expectations of a draw, driven by a slump in exports and softer demand, pressuring WTI prices.

The International Energy Agency's August Oil Market Report warns that the Strait of Hormuz closure is tightening supply despite demand destruction, slashing 202

Consumer price index eased slightly, giving the Fed room to maneuver, though energy costs remain elevated due to geopolitical tensions.

Pump prices reach unprecedented levels for this time of year as the Iran conflict and Hormuz closure keep upward pressure on crude.

President Trump asserts US command of the strategic waterway amid ongoing Iran tensions, with Gulf bypass plans targeting 60% of Hormuz oil flows.

Crude trades sideways near $82-89 as stalled Hormuz negotiations balance against a massive US crude stock build and weakening demand signals.

China's NEV market continues growing with 23.7% yearly rise in July, though retail data from CPCA shows a narrower 3.9% decline month-over-month for EVs only, r

Tesla has submitted a tax-incentive application for a massive solar cell manufacturing plant in Fort Bend County, Texas, with nearly 10,000 permanent jobs plann

The average transaction price for new EVs in the US is increasing as automakers pull back on discounting, reversing a half-year trend of falling prices.

A UK government consultation on relaxing EV mandates may lead to higher consumer costs and additional oil imports, according to Carbon Brief analysis.

Samsung SDI is taking full control of the $3.5 billion Indiana battery factory, buying out General Motors' 49.99% stake in the joint venture.

The US government extended a $26.5 billion loan to Southern Co, the largest energy loan in history, to support power infrastructure.

The Pentagon is pressing defense contractors to accelerate production and delivery of critical weapons amid concerns over depleted stockpiles.

Bloomberg Economics and multiple outlets report that key US munitions including Patriot, THAAD, and Tomahawk missiles have been critically depleted due to opera

Space-based interceptor contractors passed the first milestone under the Golden Dome program, but DoD will wait for feasibility demonstrations before deciding o

The leader of the Golden Dome program warns that the ambitious missile defense shield will not materialize unless Congress prioritizes sustained funding.

Initial Golden Dome contract awards are flowing to defense contractors, but long-term budget certainty for the $1.2 trillion program remains elusive.

Northrop Grumman introduces Raid Hunter, a next-generation gun-based air defense system designed to counter cruise missiles and mass drone attacks.

Several large US banks are withdrawing from the climate-focused Net Zero Banking Alliance, signaling a retreat from coordinated ESG commitments.

The US federal deficit widened sharply in July, driven by higher Medicare spending and rising interest costs.

Goldman Sachs continues expanding its ETF business, marking its second multibillion-dollar ETF acquisition in nine months.

The Israeli trading platform aims to expand its US presence by acquiring TradeZero's engaged user base.

BofA commits to lending, investing and advising on data centers, power generation and transportation projects.

The banks are enabling tokenized access to money market funds, bringing blockchain technology to short-term cash management.

Target appointed its first chief AI officer, poaching Chandhu Nair from Lowe's, as retailers race to scale AI spending and technology integration.

Home Depot Senior EVP Ann-Marie Campbell and CFO Richard McPhail will oversee CEO duties for several months while CEO Ted Decker is on medical leave.

Cava's investment in value pricing and wages is paying off, driving sales growth even in lower-income areas.

Fast-food chains are learning that value deals are insufficient to drive sustained traffic as consumer preferences shift.

The social commerce platform is surpassing traditional retailers in online sales volume in the US market.

US retail sales rose for the 10th consecutive month in July, supported by back-to-school demand.

Archer Aviation will acquire Wisk Aero, Insitu, and Skygrid from Boeing in a deal that shifts Boeing's portfolio and gives Archer an end-to-end aerospace and de

Caterpillar's blowout quarter was driven by strong demand for generators powering AI data centers, with multiple analysts raising estimates.

Unitree's IPO is reported oversubscribed by over 8,000 times, driving a rally in robotics stocks including Ouster, Symbotic, and Teradyne.

The ruling maintains minimum crew size requirements on freight trains, hampering railroad industry efforts to reduce labor costs through automation.

GM's divestment makes the facility Samsung SDI's first wholly-owned North American factory, reshaping the EV battery supply chain.

The Government Accountability Office found DOC semiconductor programs have stalled and need a new plan to meet statutory requirements.

Iron ore prices remain rangebound as a strike at Australia's Port Hedland collides with weak Chinese economic data, pressuring the key steelmaking raw material.

L&T joins a growing Indian push to establish domestic rare-earth magnet production, reducing reliance on Chinese supply for critical components in EVs and defen

Fortescue's large-scale electric truck order signals continued investment in decarbonizing its mining fleet amid mixed operating results at its Iron Bridge magn

Indian steelmakers are turning to imported ore as domestic supply struggles to keep pace with growing demand, adding to cost pressures.

Iron Ore Company of Canada faces steep production and earnings declines, prompting a strategic review of operations.

The precious metals royalty and streaming company released its quarterly earnings, amid a favorable gold price environment.