Trump's rejection of an Iranian proposal to reopen the Strait of Hormuz keeps crude elevated and pressures global equities as the US-Iran standoff drags on.

Sticky inflation, heavy issuance and AI-driven borrowing have pushed benchmark yields to their highest in nearly two decades, stoking concern about equity valua

A potential relaxation of Beijing's restrictions would reopen a major market for Nvidia's AI accelerators, a key swing factor for the chipmaker's outlook.

The Fed's first rate increase in years shifts the policy backdrop for consumers, markets and the inflation debate under new chair Kevin Warsh.

A federal jury found Apple infringed two Taction Technology haptics patents covering iPhone and Apple Watch, a record amount that Apple plans to appeal.

OpenAI has widened its investigation into misaligned agent behavior after incidents involving an Australian government portal, UN and US sites, and a user data

A relaxation would reopen a major AI accelerator market that Washington has restricted for years, though approval terms remain unclear.

Vendor investments tied to compute deals deepen chipmakers' exposure to a single fast-growing AI model developer.

The milestone raises the bar for AMD's AI roadmap as analysts debate whether the run can continue.

Advanced packaging is a bottleneck for AI GPU output, making capacity agreements central to supply growth.

Leaving chip curbs unresolved keeps export policy as an open variable for semiconductor supply chains.

Domestic accelerator adoption is reshaping the competitive landscape in what was once a key Nvidia market.

Oracle's record AI backlog is being weighed against heavy capital spending and rising leverage, a debate intensified by recent stock weakness.

A force majeure notice on Oracle's New Mexico data center project has analysts questioning the financing model behind the AI infrastructure buildout.

Ellison has pledged roughly 36% of his Oracle stake against personal loans, a structure that draws attention as the stock has fallen sharply.

MSFT's slide from its high comes as investors weigh Azure's AI growth against rising capital expenditure.

Strong Azure momentum and AI capex plans are driving a range of price target revisions ahead of Microsoft's quarterly report.

The deal comes as CRM faces renewed analyst caution and a second downgrade this month over growth concerns.

AI companies reliant on debt face higher financing costs as long-dated Treasury yields climb, casting doubt on the economics of the data center buildout.

Goldman's hyperscaler capex forecast is well above consensus, underscoring how much of the AI trade rests on continued spending growth.

Broadcom lifted its AI chip sales outlook as custom silicon demand grows, though the shares remain well off their peak.

AMD's AI accelerator roadmap and share gains have pushed the chipmaker past a trillion-dollar valuation.

Morgan Stanley warned a delay to Oracle's data center project could strain the financing behind its AI buildout as bond yields rise.

The dinner marks the first direct encounter between Trump and Anthropic's chief as AI policy and regulation draw more White House attention.

A head-to-head readout would strengthen Novo's position in an obesity market where Eli Lilly's Zepbound has gained ground.

The global license gives Novo an extended-release delivery platform as it seeks durable obesity and diabetes franchises.

The expansion of international reference pricing to Medicaid broadens the policy's reach across government-backed drug purchasing.

An FDA clearance in an ultra-rare indication adds a new commercial asset for Mirum's pediatric rare disease portfolio.

An approval in IgA nephropathy gives Vera its first commercial product in a competitive rare kidney disease field.

The Korean company's first US oncology approval is being watched as a test of investor sentiment toward its pipeline.

Crude fell sharply on expectations of a US-Iran framework peace deal, reversing part of the war-driven spike.

The agency and banks flag multi-decade low stocks and a potential supply shortfall that could reignite price spikes.

Direct attacks on energy infrastructure drove one of the sharpest single-day crude moves of the conflict.

Depleted emergency reserves limit Washington's ability to cushion oil price shocks.

The coordinated drawdown plan signals how serious the supply disruption has become.

Hopes for a Strait of Hormuz reopening dimmed after Washington rebuffed Tehran's terms.

The deal values NIO Power, which runs NIO's swap stations and chargers, at about RMB 16 billion post-money and gives Geely Holding a stake in China's largest ba

Wall Street views the Oct. 2 delivery report as a test of Tesla demand amid rising gas prices and a competitive EV market.

The stop-drive notice lands as Rivian ramps its most important new model and faces scrutiny over launch quality.

The vote reverses Italy's post-1987 nuclear phase-out and opens the door to new reactor projects with EDF involvement.

The DOT plan would lift gas prices by about 76 cents a gallon and increase fuel consumption, drawing criticism from EV and climate advocates.

The modular platform, shown at IAA Transportation 2026, targets long-haul electric trucking range limits.

Lockheed's quarterly results and record backlog reinforced the view that defense demand is accelerating, adding to the stock's long-range missile momentum.

The licensing approach is slow, and a newly announced $400M US military package for Ukraine reportedly excludes interceptors.

Trump said the suspects wanted to do 'big damage' to the base hosting US Air Force personnel, drawing investor attention to base security.

The diversion of sensitive fighter components to Hong Kong raised concerns about supply chain security for the F-35 program.

GE reported an ignition milestone on the GEK800 engine, advancing a low-cost cruise missile propulsion effort with Kratos.

The competition seeks lower-cost interceptors to ease strain on Patriot production as air defense demand rises.

The listing would mark a key step in Citigroup's long-running separation of its Mexican retail banking unit.

The action adds to mounting regulatory scrutiny of Tether-linked payment operations and their banking partners.

Investors worry that investment banking revenue faces pressure after a record trading quarter and tighter policy.

The timeline signals progress in UniCredit's long-pursued stake build in the German lender.

A deal would give large banks more control over payments infrastructure they currently rely on third parties to run.

The results show steady payroll processor demand despite a soft small-business hiring backdrop.

The retailer says its expanding electronic shelf labels and AI shopping assistant do not use personal data for personalized pricing, amid consumer and regulator

The block escalates the rivalry between Amazon and Meta over control of AI-mediated shopping and the data and traffic that flow through it.

The warehouse club's disclosure highlights how tariff refunds and trade policy costs are flowing through to consumers and membership value.

The move extends Amazon's fulfillment and logistics reach to third-party merchant storefronts, deepening its role in e-commerce infrastructure.

Walmart's expansion into South Africa comes as Massmart's Game chain, a fixture of the market, faces closures, reshaping local retail competition.

Major food retailers are cutting prices and following Costco-style value strategies to defend traffic as shoppers stay cost-conscious.

The defect adds to Boeing's certification and delivery backlog as its shares sit well below their high on wing delays.

Engine deliveries are a critical path item for Boeing's delayed 777X widebody program.

The deal size prompts questions about valuation and whether GE remains the best aerospace holding.

Backlog visibility through 2032 is used to rebut the view that GE Vernova is simply a cyclical turbine maker.

Retail investors framed the award as a catalyst for the broader space sector.

The deal expands Brady's addressable market in industrial identification and safety products.

Washington is scaling funding and strategic stockpiles for critical minerals, a push underscored by Trump-Xi talks where rare earth magnets drew analyst scrutin

The state-run miner's Bastar complex adds 2 MTPA of pellet capacity plus processing and slurry transport infrastructure, expanding India's domestic iron ore val

Private capital and bank financing are flowing into US rare earth processing capacity, though industry participants flag a shortage of skilled workers.

Benchmark iron ore retreated under $100/t with futures little changed, signaling softer Chinese demand for the steelmaking raw material.

The summit ended without firm resolution on rare earth supply, with commentators describing the truce as fragile.

The quantum firm argues simulation could reduce dependence on Chinese rare earth processing, a claim that drew wide syndication.