Markets18 stories ›
Nvidia jumps 7% after blockbuster earnings, revenue guidance reassures on AI demand
Nvidia shares surged after the chip giant projected strong revenue growth, allaying fears of a slowdown in AI infrastructure spending.
US Top News and Analysis · +4 outlets
Salesforce stock jumps 10% on AI growth, Anthropic investment gain as CEO dismisses 'SaaSpocalypse' fears
Salesforce reported strong quarterly results boosted by its stake in Anthropic and growing AI-driven demand for its enterprise software.
US Top News and Analysis · +3 outlets
CrowdStrike jumps 11% on record Q2 as 'Mythos moment' drives AI cyber wave
CrowdStrike posted record quarterly results, with Wall Street raising price targets as AI threats fuel demand for cybersecurity.
US Top News and Analysis · +2 outlets
Okta pops 20% after topping estimates as AI threat spikes demand for identity security
Okta beat earnings expectations with new products accounting for 30% of bookings amid rising AI-driven security needs.
US Top News and Analysis · +1 outlets
Anthropic and Nscale strike $45 billion cloud deal, sources say
Anthropic will rent around 460 megawatts of compute capacity at an Nscale data center in West Virginia under the massive cloud deal.
US Top News and Analysis · +1 outlets
Kansas City Fed's Schmid says inflation 'stubborn' and 'sticky,' policy rate not restrictive
Kansas City Fed President Jeffrey Schmid warned inflation remains persistent and suggested rates may not be high enough, stopping short of calling for a hike.
US Top News and Analysis · +1 outlets
Semis18 stories ›
Nvidia revenue tops $96B as memory commitments soar to $160B; Jensen Huang says AI 'has reached its inflection point'
Nvidia's Q2 FY2027 results show surging revenue and massive memory procurement commitments as AI demand accelerates.
Latest from Tom's Hardware · +1 outlets
OpenAI's Jalapeño AI ASIC unpacked at Hot Chips 2026; claims up to 1.9x throughput per kW vs Nvidia GB300
OpenAI revealed its first in-house AI accelerator, co-developed with Broadcom, claiming superior efficiency and latency for inference versus Nvidia's flagship.
Latest from Tom's Hardware · +1 outlets
Nvidia to buy Hugging Face for $12.9 billion, report claims
A reported acquisition would strengthen Nvidia's open-model AI strategy and position against rivals at a price exceeding 80x Hugging Face's revenue.
Latest from Tom's Hardware
Hot Chips 2026: Nvidia presents Groq 3 LPX architecture, unveils first third-party inference benchmark
Igor Arsovski detailed Groq 3 LPX rack architecture at Hot Chips, with LP30-based racks already in production.
Latest from Tom's Hardware · +1 outlets
Hot Chips 2026: Intel details Crescent Island AI accelerator with Xe3P architecture, HBM4, liquid cooling
Intel's next-gen AI accelerator targets maximum AI FLOPS per watt with larger caches and deeper XMX engines for inference workloads.
Latest from Tom's Hardware
Nvidia custom 'NVHBM' promises 30% higher bandwidth, 15% lower power vs commodity HBM4e
Nvidia's custom HBM implementation targets higher bandwidth and lower power for NVLink Fusion partner program chips.
Latest from Tom's Hardware
Software18 stories ›
Amazon triples Nvidia chip order, adding 2 million GPUs over two years on surging demand
Amazon is dramatically expanding its Nvidia GPU capacity for data centers, signaling continued hyperscaler AI infrastructure investment.
Enterprise News
Apple sets iPhone 18 event for Sept. 9, foldable model and CEO change possible
Apple's next major launch event is confirmed, with expectations of a foldable iPhone and potential leadership news.
Latest news · +1 outlets
Meta reaches $18B settlement over youth addiction claims, will change Facebook and Instagram
A landmark settlement will force changes to how Meta designs its platforms for younger users.
Latest news · +1 outlets
OpenAI's ChatGPT Work can now log into web accounts autonomously, raising privacy questions
OpenAI's agentic feature lets ChatGPT sign into user accounts without interaction, stirring debate on security and consent.
Latest news · +1 outlets
Plaud launches its first AI earbuds
A new entrant aims to deliver on the long-promised concept of AI-powered wireless earbuds.
Latest news · +1 outlets
July ransomware victim claims spiked in 2026 but data may be skewed by new group
Ransomware reporting hit a high in July, though experts warn a single new group's claims may be inflating the numbers.
Latest news · +1 outlets
AI18 stories ›
Nvidia close to acquiring Hugging Face for $12.9B
The deal would let Nvidia protect its chip empire and re-enter the cloud business by owning the popular open source AI hub.
AI News & Artificial Intelligence · +1 outlets
OpenAI, Anthropic, Google, 100+ companies call for action against rogue AI
Major tech firms and AI startups jointly decry cybersecurity gaps and promote a new solution to defend against AI-driven threats.
AI News & Artificial Intelligence · +1 outlets
Amazon triples Nvidia chip order, adding 2M GPUs over two years
The expanded partnership goes beyond chip purchasing, signaling surging demand for Nvidia hardware in Amazon's data centers.
AI News & Artificial Intelligence · +1 outlets
Anthropic signs $45B compute deal with infrastructure provider Nscale
The deal extends Anthropic's massive spending spree on computing capacity for training and deploying AI models.
AI News & Artificial Intelligence · +1 outlets
OpenAI to begin showing ads on ChatGPT free and Go tiers in India
With over 100 million weekly active ChatGPT users in India, OpenAI is monetizing its lower-tier user base with advertising.
AI News & Artificial Intelligence · +1 outlets
Barret Zoph, Thinking Machines co-founder, joins Google after brief OpenAI stint
Zoph co-founded Thinking Machines Lab with Mira Murati and served as CTO before being ousted, then spent a short time at OpenAI.
AI News & Artificial Intelligence · +1 outlets
Biotech18 stories ›
Bristol Myers Squibb wins FDA accelerated approval for Zenbexus/CELMoD in multiple myeloma
FDA grants accelerated approval to BMS's first-in-class CELMoD therapy Zenbexus (iberdomide) in combination for relapsed/refractory multiple myeloma, supporting
Sahm · +12 outlets
Capricor shares surge 67% after FDA signals openness to revised Deramiocel filing for Duchenne MD
Capricor plans to amend its BLA for deramiocel after an adcomm setback, with the FDA indicating flexibility, sending shares sharply higher.
finance.biggo.com · +5 outlets
Replimune raises $150M, rehires commercial team to fund TUDRIQEV launch after FDA reversal
Replimune raises $150 million to support the launch of its approved melanoma therapy TUDRIQEV and a required confirmatory trial after an FDA reversal.
The Business Journals · +2 outlets
Moderna secures US FDA approval for mRNA flu vaccine, revenue not expected before 2027
Moderna receives FDA approval for its mRNA-based influenza vaccine, though the company does not anticipate meaningful revenue until 2027.
TechStock² · +14 outlets
Compass Pathways achieves primary endpoint in Phase 3 treatment-resistant depression trial, shares rise 23%
COMPASS Pathways' psilocybin therapy meets its primary endpoint in a Phase 3 trial for treatment-resistant depression, boosting investor sentiment and drawing c
Stocktwits · +14 outlets
GLP-1 drug competition: Eli Lilly vs Novo Nordisk and the impact on patients
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
International Business Times, Singapore · +14 outlets
Energy18 stories ›
Oil prices fall as Qatar PM to visit Tehran, Iran-Oman push interim Hormuz reopening talks
Diplomatic efforts to resume shipping through the Strait of Hormuz are advancing, with Qatar's PM visiting Tehran and Iran and Oman discussing an interim framew
Rigzone.com · +1 outlets
Qatar and Kuwait restore 70% of pre-war oil exports through Strait of Hormuz
The two Gulf states have boosted crude exports via ship-to-ship transfers to 70% of pre-conflict levels, following the UAE's lead.
Oilprice.com · +2 outlets
Another tanker struck by projectile in Strait of Hormuz as shipping crisis deepens
The UK Maritime Trade Operations reported another tanker hit by a projectile in the strategic chokepoint, underscoring ongoing risks despite diplomatic efforts.
Oilprice.com
TotalEnergies exits Russia's sanctioned Arctic LNG 2 project, transfers 10% stake to Novatek
The French supermajor completed the transfer of its impaired stake, ending its participation in the sanctioned Russian Arctic LNG export project.
Oilprice.com · +2 outlets
Japan plans to support construction of pipelines bypassing Strait of Hormuz
Japan intends to back new pipeline infrastructure that would allow crude shipments to circumvent the strategic chokepoint.
Rigzone.com
Weak Asian oil imports challenge claims of surge in Hormuz transits
Asia is expected to import roughly the same crude volumes in August as July, contradicting US Administration claims of a surge in tanker crossings at the Strait
Oilprice.com
Clean Energy18 stories ›
Tesla Cybercab launch event set for Sept 3 in Austin, Tesla gets Nevada robotaxi permit for 10 vehicles
Tesla is preparing to launch its Cybercab robotaxi in Austin on September 3 and has secured a Nevada permit for a limited initial fleet of 10 vehicles.
CleanTechnica
Tesla denies rumors it is abandoning Full Self-Driving push in China
Tesla says its Shanghai data center is operating normally and it has reported the pullout rumors to police, as questions swirl around its FSD progress in China.
Electrek · +1 outlets
Hyundai plans more than 100 new or updated vehicles by 2030 including first extended-range EVs
Hyundai Motor Group, including Genesis, outlines an aggressive product cadence that includes EREVs and expanded electrification across brands.
Electrek · +8 outlets
Trump energy policy could cost US 540 GW of renewables, NRDC report says
The NRDC warns that more than half of expected renewable buildout could be lost under current administration policies favoring fossil fuels.
Utility Dive · +2 outlets
Tesla owners film themselves breaking the law on Full Self-Driving and posting it for clout
A trend of Tesla drivers sleeping, gaming, or watching TV while using FSD raises safety concerns and highlights limits of the V14 system.
Electrek · +1 outlets
California Legislature approves bill easing access to balcony solar
SB 868 would reduce red tape for balcony and rooftop solar installations, helping Californians address extreme heat and high utility bills.
CleanTechnica · +1 outlets
Defense18 stories ›
Boeing nabs $131B F-15 deal covering US and international work over a decade
The massive contract underscores the continued relevance of the F-15 platform amid evolving air dominance strategies.
Breaking Defense
US Army taps 5 firms to build on-base nuclear microreactors in up to $2.2B Janus program
The Army moves forward with deploying small nuclear reactors on installations to enhance energy resilience amid a uranium enrichment shortage.
Defense News · +2 outlets
UK provides Ukraine classified blueprints for long-range SCALP missiles, enabling potential domestic production
Ukraine now has the intellectual property to build SCALP missiles at home, though production will take time and faces hurdles.
Breaking Defense · +1 outlets
First North Korea-Russia road bridge across Tumen River nearly complete, satellite imagery shows
The bridge symbolizes deepening military cooperation between Pyongyang and Moscow.
Defense News
Hegseth stands by LaNeve nomination for Army Chief of Staff amid reported lawmaker hesitation
The Pentagon seeks to lock in LaNeve's nomination despite concerns and the potential departure of the Army secretary.
Breaking Defense · +1 outlets
US Army seeks 8,000 new short-range missiles per year
The procurement push signals a major ramp-up in ground-launched precision fires capacity.
Defense News · +1 outlets
Financials7 stories ›
Trump lawyers argue Capital One used AML pretext to close accounts
Attorneys for Donald Trump claim the bank reviewed and cleared his transactions before deciding to debank him without sufficient evidence.
Banking Dive
BNY and major banks pilot cross-border real-time payments via RTP
Banks including BNY, JPMorgan, Bank of America, Deutsche Bank and Santander prepare for a 2027 pilot extending the RTP network internationally.
Banking Dive
Treasury creates task force to help financial firms adopt quantum-resistant encryption
The government is concerned hackers could decrypt financial secrets using future quantum computers and is guiding the industry on transition.
Banking Dive · +1 outlets
Valley National Bank to acquire Providence Bank for $247M
The $66 billion regional bank expands into the Chicago market with its acquisition of Providence Bank & Trust.
Banking Dive · +1 outlets
Florida credit union Gulf Winds to acquire bank and rebrand
The deal marks the sixth whole-bank purchase by a credit union announced this year, continuing the trend of credit unions buying community banks.
Banking Dive · +1 outlets
Cashmere Valley Bank names new CEO after investor pressure
The Washington state lender appoints a Nicolet executive as CEO, but the activist investor who pushed for change says he will continue seeking board-level refor
Banking Dive
Consumer15 stories ›
Consumer confidence wanes on dimming view of jobs, incomes, business
The Conference Board reports most consumers expect higher inflation and rising interest rates in the next 12 months.
Retail Dive · +1 outlets
Old Navy chief out as sales falter again
Gap Inc. sees its namesake brand rebound while Old Navy struggles, leading to a leadership change.
Retail Dive · +1 outlets
The FTC is turning its sights on personalized pricing
The FTC is seeking comments on personalized or surveillance pricing, giving businesses reason to be wary.
Retail Dive · +1 outlets
Burlington CEO says using tariff refunds to cut prices is the right thing to do
CEO Michael O'Sullivan expects widespread discounts in the second half and lower prices will help struggling customers and protect market share.
Retail Dive · +1 outlets
Build-A-Bear fires chief growth officer as earnings fall flat
Summer trend merchandise failed to resonate and wholesale progressed slower than expected.
Retail Dive · +1 outlets
Is Sephora becoming a problem for Kohl's?
Sales at Sephora shop-in-shops fell for a second straight quarter, and Kohl's expects declines to continue.
Retail Dive · +1 outlets
Industrials12 stories ›
US-Canada trade war intensifies as Canada targets US steel, aluminum with retaliatory tariffs
Canada will impose tariffs on over 300 US metal products starting Sept. 8, escalating the tit-for-tat trade fight that industry groups warn will raise costs for
Manufacturing Dive · +1 outlets
SpaceX plans $100B spaceport in Louisiana on former ExxonMobil land
The investment includes a propellant production facility and vehicle processing on land previously owned by ExxonMobil.
Manufacturing Dive · +1 outlets
Industry rejects Bill Gates' call for a robotics and AI tax to slow labor replacement
Microsoft co-founder Bill Gates argues companies can currently write off robots as business expenses, incentivizing machines over humans, but critics say the id
Manufacturing Dive
Big box retailers use tariff refunds for price cuts, cost offsets
Walmart is investing its $2.9 billion return into price cuts, while Target plans for additional reimbursements and Home Depot and Lowe's offset higher costs.
Supply Chain Dive · +1 outlets
UPS preps higher holiday surcharges for 2026 starting Sept. 27
The added fees come as the carrier prepares for US volume to jump 24% from Q3 to Q4.
Supply Chain Dive · +1 outlets
New York City bill could shake up Amazon, FedEx delivery operations
The Delivery Protection Act aims to hold Amazon accountable, but a report warns it could raise shipping costs and slow service in the city.
Supply Chain Dive · +1 outlets
Materials18 stories ›
China state iron ore buyer CMRG inks year-long supply deal with Anglo American
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
discoveryalert.com.au · +4 outlets
China asks iron ore traders to move purchases to its own platform CMRG
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
steelradar.com · +7 outlets
US DOJ and CFTC investigate iron ore trader Radiant World's deals
The US Department of Justice and Commodity Futures Trading Commission are investigating dealings by iron ore trader Radiant World, according to Newsquawk.
Newsquawk · +6 outlets
BHP shares slide 3%, down ahead of upcoming earnings as iron ore prices weigh
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.
Kalkine · +9 outlets
Parliament passes MMDR Amendment Bill curbing states' mineral levies on mining
India's Parliament passed the Mines and Minerals (Development and Regulation) Amendment Bill, limiting states' ability to levy taxes on minerals, with the gover
The Indian Express · +3 outlets
Exxaro flags up to 23% earnings fall on lower Sishen, BMM income; shares sink
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
miningmx.com · +1 outlets