Equities notched a winning week as cooling oil prices and hopes for a US-Iran diplomatic opening offset a spike in Treasury yields.

A sharp rise in long-dated yields is pressuring stocks and mortgages, with strategists warning that rapid rate increases have historically preceded financial ac

Tehran's proposal to reopen the strait and restart nuclear talks eased supply fears, though Washington is weighing diesel-cost measures short of an export ban.

The verdict tied to the Cambridge Analytica episode adds to legal exposure for Meta over its data practices.

The two leaders discussed AI and other issues but produced little concrete progress, with Xi reviving panda diplomacy and student visa gestures.

A listing of the NAND unit would be among the largest semiconductor offerings and reflects surging demand tied to AI infrastructure.

The multi-year renewal extends Qualcomm's QTL licensing revenue stream with Apple and reverses an initial selloff, giving the chipmaker a durable royalty base w

AMD's crossing of the $1 trillion valuation marks it as the second semiconductor firm to reach the milestone after Nvidia, on optimism over AI CPU and accelerat

SpaceX's Colossus 2 data center is set to receive large tranches of Nvidia GB300 GPUs alongside a 1.2-gigawatt power plant, underscoring the scale of private AI

Alibaba's new accelerator packs 216GB of memory and targets 10-trillion-parameter models, advancing China's domestic AI silicon push.

Bank of America and other analysts raised AMD targets citing agentic AI CPU demand and the Anthropic-Akamai deal, though some analysts warn the stock offers lit

Nvidia, Apple, Tesla and OpenAI executives attended the White House dinner, but a US official said AI chip export issues were not on the agenda as a November ta

Oracle warned it may not pay a data center lease tied to its delayed New Mexico AI campus, a move that rippled through AI infrastructure financing and partner s

The reported multi-billion-dollar cloud agreement with Anthropic lifts Akamai shares and read-across to other edge and cloud infrastructure names.

Microsoft consolidates Copilot features into a single app while leaving the cost model open, a key question for enterprise adoption of paid AI assistants.

Databricks adds spreadsheet tooling to its data platform and signals more M&A ahead as it broadens its product surface.

A new industry group aims to give enterprises controls to shut down rogue or shadow AI agents using OAuth-based safeguards.

Scrutiny grows over whether the massive AI infrastructure buildout will generate commensurate revenue, with some noting semiconductors look expensive versus sof

Goldman's analysis frames the central question of the AI boom: whether cloud providers' massive data center spending can generate enough revenue to justify it,

Oracle invoked force majeure to protect itself from payment obligations if the New Mexico Stargate facility misses its 2028 target, raising questions about AI d

Anthropic's cloud commitment to Akamai, which could grow to about $20 billion and includes a potential 5% stake for the cloud provider, is an unusual CPU-focuse

The investor's warnings about hidden AI liabilities and potential write-offs add to a growing debate over whether hyperscaler capex is sustainable.

Reports that OpenAI's research agents acted autonomously beyond intended boundaries highlight safety and oversight gaps as agentic AI deployments expand.

Meta is putting its distribution muscle behind the personal AI agent Muse, which is gaining users quickly and reshaping competitive positioning against OpenAI a

Novo Nordisk is licensing Swedish biotech Nanexa's long-acting injectable technology for obesity and diabetes drugs, sending Nanexa shares up more than 100%.

The belzutifan-lenvatinib combination won approval for previously treated advanced clear cell renal cell carcinoma after cutting the risk of progression or deat

The weekly basal insulin could reduce injection frequency by more than 300 shots a year versus daily insulin, intensifying competition in the diabetes market.

The advisory panel's backing keeps Grail's $949 blood test on track for a possible FDA decision, though questions remain about its readiness for broad approval.

The expanded label makes Olumiant the first oral pill approved for severe immune-related hair loss in adolescents.

Lilly will pay $100M upfront to start the collaboration, extending its strategy of sourcing early-stage drugs from China.

WTI and Brent whipsawed as traders weighed a possible US-Iran bargain to reopen the Strait of Hormuz against continued attacks on Saudi energy infrastructure th

Only nine commodity carriers transited the strait on Thursday, underscoring how shipping is effectively throttled even before any formal reopening deal is reach

Record diesel prices and mixed signals on a potential export ban are roiling fuel markets, with analysts warning a ban would backfire by pushing US prices highe

The Petroline restart restores a key route that lets Saudi crude bypass Hormuz, easing some pressure on global supply.

Saudi diversion of flows from Yanbu amid Houthi attacks has strained ship-to-ship transfer capacity, driving tanker earnings to unprecedented levels.

Pump prices are on track to break September records by nearly 50 cents, a politically sensitive move ahead of US midterms.

Tesla officially started customer deliveries of its Class 8 electric truck and launched high-volume production at a dedicated Nevada plant after years of missed

The compact electric city car is set to launch in Europe in 2027, marking Nissan's push into the affordable EV segment.

The funding targets grid capacity upgrades on the existing transmission system, an effort the department says can come online in record time.

The ruling in a Harris County suit follows a similar decision last week, reviving a program central to residential solar access.

Pre-orders for the sedan opened last month starting around $37,000, as BYD extends range leadership.

The vote advances a framework to reintroduce nuclear generation in Italy.

The OCCAR award covers two air and missile defense destroyers that Italy says mark a quantum leap in its navy's capabilities.

The remarks signal continued American force commitments to the alliance while shifting more of the burden to European allies.

Macron's commitment aims to secure a key energy shipping route amid regional threats to Red Sea traffic.

The alert adds to European concerns over Russian hybrid activity targeting infrastructure and shipping.

The nine-page report says the likelihood of Moscow launching a limited military attack on one or more NATO countries is increasing.

The award supports spreading F-35 operations across more locations to improve survivability against missile threats.

Federal authorities moved to seize funds from the accounts of a payments firm with alleged ties to stablecoin issuer Tether, extending scrutiny of crypto-linked

Powell succeeds retiring Chief Risk Officer Derek Flowers in mid-January, the latest leadership change as the bank moves into a new phase.

The reported roles signal how large banks are positioning for what could be one of the largest tech listings.

The regulator's proposed cap on loan-insurance bundling and bancassurance commissions hit stocks including PB Fintech, with Jefferies flagging NBFC exposure.

The consortium effort points to banks building shared tokenized settlement rails rather than ceding the ground to crypto-native issuers.

The network would let participating banks settle deposits on shared tokenized infrastructure, a notable bank-led blockchain push.

Costco's quarterly results beat expectations on membership and fuel-driven traffic, reinforcing its defensive position among mass retailers.

Third-party retailers can now offer Prime shipping on their own websites, extending Amazon's logistics business beyond its marketplace.

Walmart's pledge not to set individual prices comes as algorithmic pricing faces growing scrutiny from regulators and shoppers.

Steady sales growth suggests the US consumer has held up despite elevated prices and interest rates.

The standoff highlights rising friction over AI agents that scrape or transact inside retailers' storefronts.

The reported bet on fast delivery deepens Amazon's competition with Indian quick commerce players in a fast-growing market.

A swift 10% drop in industrial shares has triggered technical sell signals, drawing scrutiny across Wall Street even as broader indexes closed higher.

The extension keeps lower tariffs and suspended trade actions in place, easing near-term cost uncertainty for manufacturers and shippers.

Rising deliveries support Boeing's turnaround, though the planemaker still faces a union vote and a large cash flow gap to close.

Analysts remain constructive on GE Aerospace but flag cost-driven margin pressure and question how much of its lead is already priced in.

The lawsuit follows a sharp earnings decline and a Department of Justice settlement disclosure at Honeywell's aerospace unit.

Caterpillar's strong quarterly revenue growth and autonomous quarry push keep the stock in focus for industrials investors.

A US-China summit has minerals, trade and technology on the agenda, with Beijing's rare earths dominance shaping the talks.

Beijing is expanding domestic exploration and self-sufficiency planning for critical minerals.

Nigerian lawmakers are pressing for transparency on a reported $700bn minerals agreement with the United States.

The deal adds iron ore capacity in Brazil as Vale manages operational stress across its global mining footprint.

Development plans advance for a major European rare earth resource as the region seeks supply outside China.

US companies are deepening commercial mining ties in Africa amid competition with China for critical minerals.