The reported round would make OpenAI the most valuable private company ever, and the revenue disclosure signals how far commercial adoption has come ahead of a

The filing gives investors the first detailed look at how much of Anthropic's business rests on a handful of partners, a concentration risk that could weigh on

The deal brings spatial-intelligence models and a marquee AI leader into AMD's software stack as it tries to close the gap with Nvidia in AI computing.

Long-end yields at multi-decade highs reflect persistent inflation and fiscal concerns, weighing on equity valuations and rate-sensitive sectors.

The 25-year extension secures Cboe's franchise in index options and sets up a possible move into tokenized derivatives contracts.

Automatic enrollment could add as many as 60 million accounts, expanding a new tax-advantaged savings vehicle into a mass-market program.

The record repurchase authorization, announced alongside quarterly results, underscores Nvidia's cash generation and its view that the stock is undervalued.

The purchase of the AI research firm founded by Fei-Fei Li, who joins AMD as chief scientist, signals AMD's push beyond chips into physical AI.

The two chipmakers are pressing the White House to intervene as lawmakers advance measures that would cut China off from advanced AI chips.

ASML's public warning highlights how export limits could accelerate China's domestic tool development rather than slow it.

The filing warns that a rogue model could threaten humanity and its business, while investors reportedly contemplate a $2 trillion valuation.

AMD's rally on AI expectations carried it into the trillion-dollar club and raised questions about how much upside remains versus Nvidia.

Meta's enterprise push (Muse, Business Agent, Muse API, Muse Code) triggered a broad software selloff, with Salesforce, ServiceNow, Snowflake and MongoDB fallin

Analysts warn that generative AI threatens traditional software business models, while JPMorgan's security software basket outperformed as AI-related threats mo

The analysis quantifies the returns shortfall on hyperscaler AI capital spending and names two clear winners in monetization so far.

Oracle shares fell about 3.6% on a reported new PeopleSoft breach wave plus concerns over layoffs, Project Jupiter and negative cash flow.

A filing shows the Oracle co-founder and co-CEO pledged additional shares after canceling a planned sale; the same filing revealed a 6,623-to-1 pay ratio.

Google's cloud backlog disclosure highlights growing enterprise traction, with bulls also citing the company's custom TPU advantage.

Bain estimates the AI infrastructure boom requires roughly $6 trillion in yearly revenue by 2031, raising questions about whether current data center spending c

Anthropic's filing discloses massive infrastructure commitments and steep losses while sharpening scrutiny of AI valuations ahead of its public debut.

The round would be OpenAI's last private raise before a delayed public listing, with Oracle among the beneficiaries of its cloud commitments.

The buyback expansion reflects Nvidia's growing cash generation amid the AI spending boom.

Hyperscaler capex swelled to roughly $725B as Microsoft, Meta, and Google leaned on debt markets, with analysts warning of growing leverage risk.

The release targets complex professional workflows as OpenAI reportedly shelved a separate model over safety and instruction-following concerns.

The out-licensing of a preclinical GLP-1/GIP dual agonist hands Novo a pipeline asset as rival Eli Lilly leads the branded obesity market and oral options resha

Companies and trade partners including India are parsing the exemption rules for the new branded drug tariffs, which could raise prices on imported medicines.

A new candidate's weight loss exceeds that of existing branded incretins, intensifying the race for more effective obesity treatments.

Positive late-stage readouts revive a program that had been deprioritized, and provide the company a shot at the large anti-VEGF retinal market.

Investor reaction to the longer-term AMT-130 results raises questions about durability of the gene therapy as uniQure approaches regulatory filing.

The court's intervention targets retail pricing power of pharmaceutical companies in a market where cancer medicine costs are a major access issue.

The greenlight roughly doubles the project's export capacity and marks a major new build in the Canadian LNG sector as buyers seek non-Hormuz supply.

The rejection hardened the Hormuz standoff, with Iran threatening regional energy infrastructure if its security is not guaranteed.

Crude slipped as recovering Saudi and Gulf exports tempered shortage concerns, with traders watching US-Iran diplomacy.

Roughly a fifth of the world's LNG supply is trapped behind the Strait of Hormuz, pressuring European governments on energy costs.

The DOE is tapping the SPR again nearly seven months into the Iran war as gasoline and diesel prices stay elevated.

With diesel at record highs, Washington is pressing Europe to draw down inventories and weighing red-dyed diesel relief as an alternative to an export ban.

Wall Street is split by a roughly 60,000-unit spread on Tesla's Q3 deliveries, with several banks projecting a decline from last year's record quarter.

The regulatory filing shows Tesla adding liquidity while guiding for higher capital spending amid declining profits in recent years.

The Roadster reveal slips again as Tesla heads into a delivery report week, extending a long history of delays for the next-generation sports car.

VW is retiring the ID.4 name and bringing its best-selling Tiguan nameplate into its electric lineup, with a Canadian launch planned for 2027.

The projected additions, with fossil and nuclear capacity declining by more than 1.4 GW, highlight the shifting US generation mix.

The milestone reflects rapid solar buildout and the growing role of battery storage in shifting solar output onto the grid.

The award, the largest of several missile production deals, aims to replenish dwindling inventories of the AMRAAM air-to-air missile.

The tie-up positions the companies to scale U.S. production of solid rocket propulsion for missile defense.

The steelmaker becomes a significant direct supplier of critical materials for defense applications under the multi-year DLA award.

The move would let Ukraine co-produce Patriot interceptors, though an EU donation-for-loan financing plan has yet to find takers.

The increase sustains high defense outlays well into the war's fifth year.

The grant supports domestic manufacturing of high-energy batteries for uncrewed systems.

The closely watched question of when David Solomon hands over the top job has Wall Street focused on Waldron, a long-time internal successor.

A Banamex listing would mark a milestone in Citigroup's long-running effort to separate and monetize its Mexican retail bank.

The deal would bring Valley about $2.1 billion in deposits and bolster its small business banking push.

Strong advisory and underwriting at Jefferies sets a high bar for larger peers heading into their own quarterly reports.

Wells Fargo draws a wave of analyst updates and HSBC coverage ahead of its third quarter print, with NIM outlook in focus.

Nano becomes the sixth US bank collapse of 2026, with Sunwest taking on most deposits, assets and loans.

The mass retailer is discounting home and apparel products as consumer sentiment sours heading into the holidays, with some analysts reading the move as strengt

Adobe Analytics expects discounts to drive record e-commerce spending this season, with many shoppers using deals to stock up on essentials rather than only gif

Furner issued a letter saying Walmart does not use personal information to set prices, but critics point to a company patent that they say leaves the door open.

METI downgraded its view on retail sales for the first time since September 2025 as the seasonally adjusted three-month moving average posted a third straight d

The broad declines across production, consumption and capital spending point to weakening momentum in Asia's fourth-largest economy.

The used-car retailer reported revenue of $7.88B and EPS of $1.16 as management initiatives lifted profit, and said it will restart share repurchases.

The award adds a major combat aircraft program to Boeing's defense backlog amid ongoing scrutiny of its commercial and defense operations.

Mesabi Metallics' facility would add 10 million tons of annual production capacity and 1,750 jobs, alongside a $3 billion iron ore mine investment in Minnesota.

The board proposed lower tariffs on US-bound household goods and toys, though the White House did not specify amounts or timing.

The deal consolidates a Caterpillar dealer into the manufacturer's own distribution network.

The manufacturing defect weighed on Boeing shares as the company works through production and quality issues.

The agreement expands GE's European defense footprint, though industrial shares broadly declined.

The project is framed as a major reshoring bet on US steel capacity and would be fed by a new Minnesota iron ore mine.

The Ruias, who lost their Indian steel empire, are betting on US tariff protection to rebuild a steel business abroad.

Rising copper demand tied to AI and power infrastructure is driving a re-rating of Australian miners as iron ore loses momentum.

Gold slid below its 200-day moving average, with analysts debating whether a higher long-term base is still building.

Chinese steel slowdown and the end of restocking have pressured iron ore, with imported cargo margins turning to losses.

The Brazilian miner is trimming low-quality ore output as global iron ore prices and margins weaken.