The decision follows recent calls from AI lab leaders, including OpenAI's and Anthropic's, to slow the pace of frontier model development.

The deal marks one of the chipmaker's largest AI bets and adds a prominent researcher to its leadership.

The repurchase program runs through January 2028 and the company framed it as confidence in its long-term opportunity.

The filing offers the first detailed look at the AI developer's costs and ambitions as it moves toward a listing.

The move deepened supply uncertainty and pushed crude higher, adding to global inflation concerns.

Rising bond yields, higher crude prices and AI jitters combined to pressure equities, with the Dow closing down 0.67%.

Nvidia's board raised its share repurchase authorization by $150 billion, exceeding Apple's previous record as AI chip competition weighs on the stock.

AMD agreed to buy the AI research lab behind interactive 3D worlds and robot-learning tools, its largest bet yet on 'physical AI' against Nvidia.

Beijing is reportedly considering approving purchases of Nvidia's new export-compliant chip as domestic supplier Huawei falls short of demand.

Semiconductor stocks fell broadly on weakened sector sentiment, with Intel down about 5 percent and Qualcomm pressured by insider selling.

The Dutch lithography supplier's chief executive cautioned that stricter export restrictions may accelerate China's domestic tool development.

The export jump fueled renewed debate over whether Samsung and SK Hynix memory earnings have peaked.

Meta's push into enterprise AI with its Muse stack triggered sharp selling in enterprise software names (ServiceNow, Salesforce, Snowflake, MongoDB), which inve

The additional 67 million shares pledged as collateral follow Ellison's cancelled share sale and keep the founder's personal leverage tied to Oracle's AI-driven

The move raises questions about the timeline and financing of one of Oracle's flagship AI data center projects, which is central to its cloud backlog and capex

The investor's warning about AI capex and negative cash flow amplifies a broader debate over whether hyperscaler and Oracle spending can earn an adequate return

JPMorgan and others flag that generative AI could erode the economics of traditional software subscriptions, adding to selling pressure across the sector.

Snowflake's proposed $3.5 billion convertible note offering added financing pressure to a software group already hit by Meta's enterprise ambitions.

The added repurchase authorization signals confidence in Nvidia's cash generation even as investors debate the durability of AI infrastructure spending.

The deal folds a prominent AI research lab into AMD as it positions itself against Nvidia in AI compute.

Broadcom's custom ASIC business is emerging as a major alternative to merchant GPUs for hyperscalers.

Meta is pushing its Muse stack into the enterprise market, a new front against OpenAI and Anthropic.

An executive told the WSJ the model showed poor aptitude for following orders, adding to scrutiny of frontier lab safety practices.

Goldman estimates roughly $800B of spending requires about $300B more in annual revenue to breakeven, sharpening the capex debate.

A pivotal wet AMD win revives a program Kodiak had largely written off, sending shares up as much as 166% on a readout the company says supports regulatory fili

The investment deepens AstraZeneca's ties to Summit, whose lead asset is a PD-1/VEGF bispecific being tested against Keytruda-era standards in lung cancer.

The deal adds an implantable depot delivery platform to Novo's obesity portfolio as analysts debate whether the company is hedging across multiple technologies.

An FDA advisory panel endorsement would mark a major regulatory step for multi-cancer early detection, with Samsung moving in parallel on Korean distribution an

Extending the policy to Medicaid broadens a pricing regime that drugmakers have warned could curb US launches and global reference pricing.

The nod adds an oral option to AbbVie's Parkinson's franchise, which is facing eventual erosion of Duodopa and other older products.

Reignited Middle East war fears drove crude higher, with Brent up more than 3% intraday and Trump sending mixed signals on a Hormuz deal.

The Strait of Hormuz remains shut or restricted, keeping a key crude and LNG chokepoint at the center of global supply risk.

A prolonged Hormuz closure keeps LNG flows constrained, lifting TTF benchmark prices in early Amsterdam trade.

Kpler data show exporters shifting flows from west to east, partially restoring volumes despite the regional conflict.

The French supermajor's strategy update pairs production growth from low-cost projects with a 50% cut in Scope 1 and 2 upstream and downstream emissions by 2030

AFPM and allied manufacturing and business associations warn export limits would harm domestic industry amid talk of a diesel ban.

The delay is the latest in a string of Roadster slips and lands the same week Tesla reports Q3 deliveries.

Analysts are deeply split on Tesla's Q3 volumes, with Cantor projecting 6% below consensus.

The drop follows federal rollbacks of clean energy and EV support under the Trump administration.

The projection shows renewables and batteries continuing to dominate new US capacity despite policy headwinds.

The deal values NIO Power at about RMB16 billion and deepens Geely's bet on battery swapping infrastructure.

The Semi's long-awaited customer deliveries come amid slowing Tesla EV sales and elevated diesel costs.

British police said the five detained near an air base hosting US Air Force personnel are suspected of plotting major damage to the site, drawing fresh attentio

EU states remain split on sending Patriot systems to Ukraine, while the bloc's top diplomat urged capitals to give more air defense missiles and equipment.

Missile makers are expanding production lines to meet demand, though the added capacity may not arrive in time for current conflicts.

Licensing production of Patriots abroad would face industrial and technical hurdles, with experts warning of multi-year lead times.

The Aerospace Industries Association and Bain & Company found defense faces funding barriers, particularly in critical bottleneck areas, rather than a shortage

The results highlighted missile and munitions demand, and came alongside reports of a $1.2B missile deal.

The Mexico unit IPO would be one of the largest listings from the region and marks a milestone in Citi's long-running separation of Banamex.

Banks jockeying for roles on a potential OpenAI listing underscores how large the offering could be for Wall Street underwriting fees.

Treasury Secretary comments add political pressure on the Fed's rate path as markets debate the inflation outlook.

Investors worry that investment bank revenue faces pressure after the Fed's rate tightening and an unusually strong trading quarter.

Persistently higher yields are reshaping asset allocation at large US equity funds toward defensive positioning.

Bank consolidation is expected to produce more institutions above the trillion-dollar asset mark.

Walmart will not use AI or customer data to set personalized prices, though critics note a patent and the Sparky assistant keep dynamic pricing questions alive.

Modest August growth extends the longest streak in years, signaling resilient consumer spending despite inflation concerns.

Adobe projects record e-commerce spending, with many consumers using seasonal deals for necessities rather than gifts.

The investment escalates its challenge to fast-delivery rivals.

Once-dominant apparel names are struggling as consumer preferences shift.

Groceries are increasingly central to Walmart's membership strategy.

GE Aerospace is expanding defense work in Poland and carrying a $210 billion services backlog, but the stock fell with the wider industrial sector ahead of its

Boeing disclosed a 737 MAX software issue tied to landing procedures, pressuring the stock as analysts weigh the risk of a stalled MAX line and its orders and l

Delivery of the redesigned engines is a key milestone for the long-delayed 777X widebody program.

Analysts are debating whether the large deal, paired with margin pressure, still leaves GE Aerospace the best aerospace stock to own.

The ignition test advances GE's push into defense propulsion for cruise missiles.

Caterpillar's data center power and equipment backlog has become a central bull case for the stock.

The planned Iowa mill would be fed by a new Minnesota iron ore mine, advancing a push to onshore steelmaking ahead of the midterms.

Washington is deepening efforts to build alternative critical minerals supply chains, including in Brazil.

Bullion slid as Treasury yields and oil climbed, reviving expectations of tighter US monetary policy.

Weaker Chinese steel demand and the end of restocking have pushed iron ore benchmarks back under the $100 mark.

The state-run miner's new slurry pipeline, processing and pellet complex expands domestic iron ore capacity and lifts its stock.

The Australian gold miner turned down a takeover approach from South Africa's Gold Fields.