The reversal of stricter CAFE rules is set to slow the shift toward electric vehicles, a major policy swing for the auto industry.

Renewed US-Iran tension over the Strait of Hormuz is the main driver of oil prices; a conditional proposal to reopen the chokepoint helped crude retreat.

The record verdict, which Apple plans to appeal, is among the largest patent awards in US history.

Equities rose despite surging yields, with sticky inflation, heavy issuance and an AI investment boom pushing the benchmark yield to levels last seen in 2007.

The incidents, including an Australian government portal, have drawn scrutiny to OpenAI's safety committee and AI agent safeguards.

The verdict finding 43 million violations marks a state-level legal defeat for Meta over privacy protections.

AMD joining Nvidia in the trillion-dollar club reflects its emergence as a second source of AI accelerators and server CPUs, though valuation debates have sharp

A stake would deepen Nvidia's exposure to the model developers that are its largest customers, a circularity some investors view as risk.

The summit produced an AI hotline but no movement on semiconductor restrictions, so the chip war carries on largely unchanged.

The Netherlands is pushing Washington to settle the scope of restrictions on ASML's China-bound tools, the central unresolved issue in US-allied chip export pol

Huawei's Kirin 9050 Pro and Ascend line, built on its Tau scaling approach to bypass EUV limits, are consolidating domestic share as US controls restrict Nvidia

The renewal extends Qualcomm's licensing revenue stream and removes a major overhang, though handset growth still depends on Apple's modem transition schedule.

Oracle's notice that it may not pay a data center lease tied to its Michigan/Blue Owl project has raised questions about the financing structure of the AI build

The force majeure notice has widened the AI financing debate, with SoftBank shares also dropping on fears that data center delays could ripple through global AI

Investors are debating whether agentic AI and the 'SaaS apocalypse' narrative are permanently reshaping software valuations.

Google Cloud's growth is prompting debate over whether cloud and AI are becoming a larger driver than search advertising.

The pledge brings Ellison's total loan collateral to roughly 36% of his Oracle stake, a disclosure that adds scrutiny to the company's largest shareholder.

Redburn raised its Microsoft price target to $440 even as the shares slid into bear market territory on AI investment concerns.

The forecast frames the scale of data center spending commitments that cloud providers must justify through future revenue.

Analysts flag the gap between AI infrastructure spending and the revenue required to earn a return on it.

Morgan Stanley and others warn that slippage at Oracle-linked projects could unsettle the debt markets funding AI buildouts.

The pact, potentially worth about $20 billion including an equity component for Akamai, underscores demand for diverse compute beyond GPUs.

The prominent bear's caution about hyperscaler depreciation and stranded spending adds to debate over AI capital returns.

The projection quantifies how broadly AI budgets are expanding across enterprise and consumer segments.

The Swedish biotech's shares roughly doubled as Novo licenses a platform aimed at extending dosing intervals for obesity and diabetes drugs, part of Novo's push

The Welireg plus Lenvima pairing becomes the first approved combination for previously treated advanced clear cell renal cell carcinoma.

The label expansion makes Lilly's JAK inhibitor the first systemic medicine cleared for adolescents with severe immune-related hair loss.

The advisory panel vote could open a path for compounded versions of peptides currently restricted to brand-name products.

The companies pulled the submission while a phase 3 trial in the same setting continues enrolling patients.

Barron's and others point to innovation-driven momentum, with Moderna pacing S&P 500 gainers and several smaller healthcare names outpacing it.

Reports of progress in U.S.-Iran negotiations eased the geopolitical risk premium in crude, pulling oil lower and lifting equities.

The White House is weighing curbing diesel exports to cool domestic fuel costs ahead of November midterms, unsettling global fuel markets.

A pullback in crude offered relief from a global bond selloff, helping equities finish a choppy week higher.

The strikes persist despite U.S. calls for both sides to halt targeting of energy infrastructure.

Drivers face record seasonal pump prices as refinery constraints in California and supply disruptions push retail fuel costs higher.

Tighter-than-normal global gas supply risks prolonged demand destruction and a severe blow to European industry.

The Class 8 electric truck was unveiled in 2017 and has slipped repeatedly; the Nevada plant is slated for up to 50,000 trucks a year.

The rollback is expected to slow US EV adoption while boosting gasoline consumption and emissions.

Tech companies are increasingly contracting directly with nuclear operators to secure firm, carbon-free power for data centers.

The October 6 TCMV agenda now lists only continued discussion of the Dutch request to extend the approval.

The Harris County ruling follows a similar decision last week and restores funding for the EPA grant program.

Restarts of shuttered nuclear units are being driven by hyperscaler demand for 24/7 carbon-free power.

The ruling blocks Anthropic from military contracts and may leave the AI company with limited appeal options, deepening the dispute over Pentagon AI procurement

The stock surge reflects investor reassessment of defense demand as Lockheed's order book reaches a record.

The Shipyard Infrastructure Optimization Program's ballooning cost estimate prompts calls for more congressional oversight of the multi-decade effort.

The automaker's entry into missile parts supply is part of a broader push to expand Patriot interceptor production capacity.

The planned purchase would give the Baltic state a new long-range strike capability amid heightened NATO focus on its eastern flank.

The trial pairs ORIGIN's interceptor with Anduril's Lattice software to address drone threats on NATO's eastern flank.

The offering would mark a key step in Citi's long-running plan to separate and publicly list its Mexican retail bank.

The seizure of EQIBank and Montana-based Capstone accounts adds to scrutiny of dollar-backed stablecoin reserves and their banking intermediaries.

Regulators are examining whether prediction-market wagers on bank collapses create incentives to spread destabilizing rumors.

The proposal is the first detailed federal framework for issuing and backing payment stablecoins.

Higher Treasury yields and rate-hike expectations are reshaping bank and insurer earnings outlooks, with investment-bank revenue seen as vulnerable.

The figure signals the private equity firm is converting portfolio holdings into realized gains at a healthy pace.

Walmart's CEO publicly disavowed charging different customers different prices, addressing rising scrutiny of AI-driven pricing in US retail.

Costco said most of the tariff refunds it received will be passed to members through lower prices, as it reports Q4 and fiscal 2026 results and beats estimates.

Amazon is committing billions to fast-delivery grocery in India, escalating competition in the country's quick commerce market.

Costco's fiscal Q4 results beat expectations, with analysts flagging its resilience relative to Walmart and other retailers.

The warehouse club detailed locations for its largest expansion slate, extending a growth streak that has outpaced rivals.

US retail sales climbed again in August, extending a streak that signals resilient consumer demand.

Broad market rally led by the Dow came alongside a sharp semiconductor pullback and Netflix guidance disappointment, with industrials GE and AAPL among names in

A large aircraft order and an analyst upgrade reinforce Boeing's commercial backlog recovery narrative.

Mixed analyst actions and a 3.4% revenue growth read keep Honeywell in the spotlight as investors weigh its conglomerate positioning versus 3M.

Deere's strong quarter and analyst price target increase are drawing valuation debate amid currency and export considerations.

Rising defense budgets are driving investor interest across prime contractors and component suppliers.

Caterpillar's autonomous quarry expansion and AI angle are highlighted as the machinery maker navigates slowing construction.

Copper's record run reflects tightening concentrate supply after major mine disruptions, a key input for grids, EVs and construction.

The pact aims to open Nigerian critical minerals to US investment, but legislators including Shehu Sani want parliamentary review of the terms.

The stake deepens Vale's position in Brazilian iron ore as the company faces investor scrutiny over its capital allocation.

A shortage of skilled metallurgists and process engineers threatens to slow Western capacity buildout for rare earth processing.

War damage and power shortages have pushed Ukrainian steelmakers to the brink, with the sector seeking foreign partners and capital.

Domestic price gains and firm overseas steel pricing are improving earnings prospects for Indian producers, while Cleveland-Cliffs draws similar attention in th