Nvidia shares surged after the chip giant projected strong revenue growth, allaying fears of a slowdown in AI infrastructure spending.

Salesforce reported strong quarterly results boosted by its stake in Anthropic and growing AI-driven demand for its enterprise software.

CrowdStrike posted record quarterly results, with Wall Street raising price targets as AI threats fuel demand for cybersecurity.

Okta beat earnings expectations with new products accounting for 30% of bookings amid rising AI-driven security needs.

Anthropic will rent around 460 megawatts of compute capacity at an Nscale data center in West Virginia under the massive cloud deal.

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.

The US is reportedly considering enforcing tariffs on semiconductors as tech giants race to beat China in AI infrastructure.

Best Buy raised its full-year forecast after a stronger-than-expected first half, driven by demand in computing.

Salesforce deepened its partnership with Anthropic, launching 'Claudeforce' as CEO Marc Benioff pushed back against fears of a software industry downturn.

New Federal Reserve Chairman Kevin Warsh faces skepticism from central-bank colleagues and markets over his approach to inflation and White House ties.

Meta's settlement with state attorneys general over social media addiction does not resolve other lawsuits or potential regulation.

The dollar recovered ground as traders turned attention to Fed speakers at the Jackson Hole symposium for rate-path clues.

Global equities held gains as Nvidia's earnings offset caution ahead of Fed policy signals from Jackson Hole.

Copper hit a fresh record high, with a metals ETF up nearly 20% in August on track for its best month, driven by AI demand and supply concerns.

China's July industrial profits grew at the weakest pace this year as soft demand and economic slowdown weighed on manufacturers.

The Jameson-maker cautioned that shifting US consumer habits toward lower alcohol consumption will impact its sales.

The Bank of Korea raised rates by 25 basis points to 3%, the highest since January 2025, as core inflation remained persistent.

Chinese AI company Z.ai launched a new model globally that runs exclusively on domestically produced chips, sending shares higher.