Wall Street rebounded Friday after a volatile week driven by rising Treasury yields, with the Dow surging 500+ points and the S&P 500 and Nasdaq also gaining, t

US borrowing costs surged as the Treasury's intervention to buy back debt backfired, with breakeven rates hitting multi-month highs and economists warning the m

The flagship cryptocurrency jumped over 22% for the week, breaking above $77,000, fueled by Trump administration crypto clarity push and broader market optimism

The US dollar fell to its lowest in three months amid concerns over the Treasury's debt buyback plan and ballooning national debt, boosting gold and precious me

Gold prices hit three-month highs as a weaker dollar, rising US debt concerns, and bond jitters revived demand for the safe-haven metal.

The US and Iran exchanged hostile rhetoric as Washington prepares new sanctions, while the US military said it aided passage of 660 million barrels of oil throu

Nvidia's 13F filing shows its strategic investment portfolio generated massive returns, with the Intel bet growing sixfold and a new SpaceX holding disclosed.

Nvidia reduced its commitment to back OpenAI's data center buildout by more than half, signaling potential caution on AI infrastructure spending.

Intel's massive secondary offering adds billions to its cash position as it funds its turnaround and foundry expansion, diluting existing shareholders.

A rumor suggests Google is working with AMD on a hybrid AI accelerator that integrates CPU cores for reinforcement learning workloads.

AMD raised $4.75 billion through a debt offering to fuel its AI chip investments, boosting the stock.

Apple is reportedly evaluating CXMT's DRAM for use in consumer devices, but faces opposition from US officials.

Analysts from Deutsche Bank, BTIG, and others downgraded Workday following reports of a potential Silver Lake buyout, citing overly optimistic growth expectatio

Salesforce spent a record $27 billion on buybacks in a single quarter as CEO Marc Benioff fights the 'SaaSpocalypse,' but cash flow growth guidance was halved.

Alphabet posted strong earnings with cloud backlog surging, while CEO Sundar Pichai raised capex guidance to $205 billion.

The European Central Bank cautioned that AI tech stock valuations resemble past bubble patterns, while Goldman Sachs warns of a potential 'earnings bubble.'

Oracle is conducting additional layoffs while simultaneously ramping AI-related capital spending.

Adobe's low valuation multiple versus its AI-driven growth has analysts debating whether the stock is a value play or a value trap.

Nvidia's massive financing push for AI data center buildout is supported by Goldman Sachs but draws warnings from advisors about a potential 'dark GPU' glut.

Broadcom's weaker-than-expected AI guidance triggered a broad selloff in major chip stocks including Nvidia, AMD, Intel, and Micron, as well as Korean memory ma

Nvidia revealed it holds $50 billion in equity positions in SpaceX and Intel, both exclusive buyers of its chips, deepening financial ties across the AI supply

Elon Musk's SpaceX is making massive investments in AI infrastructure, including a $16.8 billion Texas chip plant and potential $500 billion data center buildou

OpenRouter, which describes itself as Stripe for AI, would be acquired by the payments giant, signaling consolidation in the AI infrastructure layer.

Goldman Sachs projects AI investment will hit $1 trillion in 2026 and 1.4% of global GDP by 2028, though profits remain elusive.

FDA grants accelerated approval to BMS's first-in-class CELMoD therapy Zenbexus (iberdomide) in combination for relapsed/refractory multiple myeloma, supporting

Capricor plans to amend its BLA for deramiocel after an adcomm setback, with the FDA indicating flexibility, sending shares sharply higher.

Replimune raises $150 million to support the launch of its approved melanoma therapy TUDRIQEV and a required confirmatory trial after an FDA reversal.

Moderna receives FDA approval for its mRNA-based influenza vaccine, though the company does not anticipate meaningful revenue until 2027.

COMPASS Pathways' psilocybin therapy meets its primary endpoint in a Phase 3 trial for treatment-resistant depression, boosting investor sentiment and drawing c

Ongoing competitive dynamics between Eli Lilly and Novo Nordisk in the GLP-1 weight loss drug market intensify, with implications for drug pricing, working capi

Crude prices head toward a weekly gain of 4-5% after the US threatened an indefinite naval blockade of Iranian ports, tanker attacks in the Strait of Hormuz, an

President Trump urged Americans to accept higher gasoline prices as he escalated rhetoric against Iran amid the ongoing Strait of Hormuz blockade.

Vice President Vance declared cheap oil and gas the number one goal in the Iran war, signaling a policy pivot as pump prices pressure the administration.

Saudi Aramco's CEO estimated the US-Iran conflict has caused the loss of 2.6 billion barrels of oil supply, the most severe disruption in decades.

Reuters and other outlets question whether global oil inventories are sufficient to sustain another half-year of supply disruptions from the Iran conflict.

The UAE reported an attack on an ADNOC vessel in the Strait of Hormuz and pledged to defend maritime navigation rights amid escalating tensions.

China regulators tightened restrictions on electric door handles and mandated stronger driver monitoring, forcing Tesla to recall approximately 2.74-3 million v

A broader recall involving nine automakers in China covers 4.3 million vehicles for various safety defects, the largest such action in the country.

Tesla's US EV market share reached 59%, its highest level since 2023, as the company continues to dominate domestic electric vehicle sales.

Global clean energy investment is projected to hit a record $180 billion this year, driven by solar, wind, and battery storage deployments.

July saw China's EV market share reach a record 65% for all plugins, with pure battery EVs at 44%, as petrol model sales crashed 44%.

Tesla's market capitalization dipped below $1.5 trillion as the stock dropped 7% even after the company beat delivery expectations by 18%.

The multiyear deal aims to ramp up Tomahawk production to over 1,000 annually as the US rebuilds munitions stockpiles depleted by operations in the Middle East

The defense contractor's board removed Kubasik after an internal investigation found conduct inconsistent with company policy, promoting COO Sam Mehta as replac

The US Army selects the South Korean company's wheeled variant of the K9 for mobile artillery prototyping after decades of failed programs like Crusader and NLO

The Army issued a manufacturing solicitation for over 133,000 Guided Multiple Launch Rocket System rockets over the next eight years to replenish stocks and sus

President Trump ordered the Pentagon to substantially reduce joint drills with Seoul, citing expense and the signal it sends to North Korea.

The Air Force contract for the F143 engine shifts Kratos's investment narrative and strengthens its position in propulsion for missile and drone systems.

JPMorgan Chase is approaching a $1 trillion market capitalization, which would make it the first bank in history to reach that milestone; analyst Mike Mayo pred

JPMorgan is now accepting Bitcoin and Ethereum as collateral for loans, marking a significant step in crypto adoption by a major US bank.

Goldman Sachs and BNY Mellon are launching tokenized access to the $7.1 trillion money market fund industry, bringing blockchain technology to traditional finan

The US federal budget deficit widened by $432 billion in July, bringing the total shortfall close to $1.8 trillion.

A vulnerability dubbed 'Mythos' from AI company Anthropic has prompted US banks to urgently address cybersecurity gaps.

Wells Fargo analysts issued varied outlooks on dollar store earnings ahead of upcoming quarterly reports.

The unexpected decline in US retail sales for July, the largest since early 2025, raised fresh concerns about consumer spending and economic growth momentum.

Stock markets declined on the disappointing retail sales report and deteriorating consumer confidence, adding to investor unease about the economic outlook.

The US dollar weakened against major currencies as the weaker-than-expected retail sales data reduced expectations for further Federal Reserve interest rate hik

The disappointing economic data reduced market pricing for additional Federal Reserve rate increases, with traders now betting on a prolonged pause.

A busy week of earnings from major US retailers including Walmart, Target, and Home Depot will provide key insights into consumer health.

US Treasury yields initially fell on the weak retail sales data before reversing course as the initial bond rally faded.

The eVTOL aircraft maker is buying a Boeing business with over $200M in revenue despite Archer itself having only $6.9M in revenue, sending shares up sharply.

The new drone tariff rates align with executive orders to reduce supply chain reliance on China, which dominates the global drone market valued at $15.6B.

CAT's record backlog and raised guidance are drawing analyst upgrades and investor attention amid AI-driven demand for infrastructure and data center power.

The Court of International Trade ruled President Trump has authority to rescind the tariff exemption for sub-$800 imports, a blow to e-commerce importers.

The automaker aims to mitigate US tariffs and connected vehicle regulations by shifting production away from China and increasing domestic manufacturing.

The Dewalt and Craftsman maker is spending on domestic production and skilled trades training programs.

China's state-backed iron ore buyer CMRG secured a one-year supply agreement with Anglo American for South African iron ore, expanding Beijing's influence over

China's state buyer CMRG is instructing some traders to route iron ore purchases through its own platform, tightening state control over the country's massive i

The US Department of Justice and Commodity Futures Trading Commission are investigating dealings by iron ore trader Radiant World, according to Newsquawk.

BHP shares fell over 3% amid broader weakness in mining stocks, with investors focused on the company's upcoming earnings report and softer iron ore prices.

India's Parliament passed the Mines and Minerals (Development and Regulation) Amendment Bill, limiting states' ability to levy taxes on minerals, with the gover

South African coal and iron ore miner Exxaro warned of an earnings decline of up to 23% due to lower income from its Sishen iron ore mine and BMM operations, co