A global surge in government bond yields is pressuring equities and raising borrowing costs across the economy.

The court-approved settlement removes the last antitrust hurdle to a major media consolidation set to close next week.

The long-awaited watchdog report on the Fed's costly headquarters renovation undercuts a key Trump rationale for trying to oust Chair Jerome Powell, though it s

The probe widens regulatory scrutiny of AI safety practices following the Hugging Face hack and mounting warnings about rogue AI.

Micron's blowout earnings and guidance signal memory chip demand from AI buildouts will stay tight for years, lifting chip peers.

Alphabet claims major gains in coding and cybersecurity, positioning Google back among frontier AI leaders.

The all-stock deal brings the ImageNet pioneer and her world-model lab in-house as AMD pushes to close the gap with Nvidia in AI software and spatial intelligen

The buyback is the largest in Nvidia's history and signals management confidence that the stock remains undervalued after its AI-driven run.

The tie-up aims to build domestic alternatives to Nvidia's CUDA ecosystem as US export curbs push Chinese firms toward Huawei silicon.

The chipmakers are pressing the administration to strip or dilute export limits that would bar sales to China ahead of the National Defense Authorization Act.

Leaders from Google, Anthropic, Meta, OpenAI, SpaceXAI and Nvidia pledged self-policing of frontier model development, with Trump endorsing the light-touch appr

The order marks the first major deployment of AMD's Helios rack-scale platform and lifts HPE's AI server outlook.

Workday's second round of layoffs comes as analysts weigh reduced headcount against its AI strategy and a major shareholder trims his stake.

NetApp's new offerings and partner tie-ups aim to position its storage and cloud infrastructure for agentic AI workloads.

An unconfirmed report of delays at Oracle's Wisconsin AI mega-campus weighed on the stock even as OpenAI demand underpinned the cloud backlog.

Adobe shares rallied on optimism over AI growth and a leadership change even as the stock lags its record revenue.

Salesforce's new Koa AI model landed amid a broad software rally, though questions linger over security incidents and its discounted valuation.

ServiceNow's stock moved higher but remains under scrutiny as some investors flag AI security concerns and its price relative to growth.

The filing details one of the largest private infrastructure commitments ever, mostly in non-cancelable cloud and data center deals, signaling hyperscaler deman

Record results and a swelling backlog reinforce that AI accelerators are pulling the entire memory supply chain into a supercycle.

The estimate quantifies the gap between current AI monetization and the capital being committed to compute, a central argument in the bubble debate.

The voluntary pact shifts the US approach toward industry self-regulation at a time when federal AI rules remain stalled.

The partnership pushes generative AI deeper into semiconductor design and gives OpenAI a commercial foothold in EDA workflows.

The vote leaves unresolved who pays for the grid upgrades and power demand created by AI data centers.

The licensing deal adds a preclinical once-weekly oral GLP-1/GIP dual agonist, HRS-1596, to Novo's pipeline as competition in oral obesity treatments intensifie

The order applies tariffs to patented and branded drugmakers while detailing exemptions for select specialty drugs and ingredients, with India and other supplie

Data presented at a Milan conference show a next-generation obesity candidate surpassing the weight loss seen with the active ingredient in Zepbound.

The court's call for a standardized markup aims to curb wide pricing disparities on medicines including cancer drugs.

Mixed longer-term results for AMT-130 prompted a sharp selloff and also dragged down partner ClearPoint Neuro's stock.

Positive Phase 3 results for the retinal disease candidates lifted shares sharply, reviving the company's outlook.

The Alaska LNG project, long stalled, would be financed under a US-South Korea trade deal alongside broader energy investment pledges.

Washington is seeking allied releases of emergency diesel stocks while US strategic petroleum reserves sit at 44-year lows.

Gulf producers have been gradually raising output, but sources say November quotas will stay flat as oil rebounds.

EIA data showed a 900,000-barrel crude build against forecasts for a draw, while distillate stocks remain severely tight.

A Reuters poll showed sharply higher 2026 forecasts with fading hopes for normalized Strait of Hormuz shipping, though bank estimates diverge.

Producers reported higher output but warned that crude's swing from $67 to $107 in three months left them unable to forecast prices.

The deal ties a major tech buyer directly to existing nuclear output as data center power demand grows.

Tesla's quarterly delivery report is the key near-term test of demand a year after the US federal EV credit expired.

PJM fell short of reserve margin targets amid rapid data center load growth, and regulators only partially approved its procurement plan.

The lithium manganese rich chemistry is GM's bet on cutting battery cost without giving up range.

The halt points to how cell supply constraints still shape European EV manufacturing plans.

The regulatory filing shows Tesla leaning on large borrowing capacity as it funds new programs.

The Navy selected Boeing over Northrop Grumman to build its sixth-generation carrier-based strike fighter, giving Boeing a monopoly on US sixth-gen combat aircr

The multiyear deal is the latest sign of the Pentagon rushing to replenish air-to-air missile inventories drawn down by combat operations.

The planned command, described as the military's 12th combatant command, was unveiled alongside further general officer cuts and a study group led by Elon Musk,

The seven-year award expands the industrial base for THAAD interceptor propulsion amid strained missile-defense stockpiles.

The award brings the total F-15EX fleet under contract to 120 aircraft and came the same day Boeing won the Navy's F/A-XX competition.

The sprawling IDIQ covers counter-drone sensors, effectors and command-and-control systems, testing the Pentagon's new drone marketplace.

Goldman's board is discussing a succession plan that would elevate COO John Waldron, though the bank says there is no definitive timeline for CEO David Solomon

The updates aim to give banks clearer and more stable views of the capital buffers they must hold under annual stress tests.

The upgrade reflects the bank's progress in remedying long-running risk and compliance problems that drew regulatory penalties.

The deal, Peoples' second of 2026, pushes the Ohio-based lender past the $10 billion-asset level it had previously sought to stay under.

The hire signals Wells Fargo's push to build out its technology investment banking franchise.

The bank argues investor fears that AI will disrupt lenders have been overstated.

Bain, Deloitte and CNBC reports project record US holiday sales, though much of the dollar growth reflects higher prices rather than more units.

The mass retailer is trimming prices on home and apparel goods as consumer sentiment weakens heading into the key shopping period.

Retailers are blocking third-party AI shopping agents such as Meta's Muse, raising questions about who controls consumer checkout data.

The toymaker is handing leadership to the former Conde Nast chief executive amid a turnaround effort.

Adobe Analytics expects online holiday spending to grow as discounts pull shoppers to digital channels.

Amazon is positioning its fall Prime sales event as an early holiday shopping trigger for members.

The award lifts Boeing's defense backlog and comes as analysts debate whether the stock's recent selloff was overdone.

The facility would add 10 million tons of annual capacity and 1,750 jobs, alongside a $3B Minnesota iron ore mine investment.

The partnership targets scaling challenges in robotics, automation and critical minerals processing.

The report says private capital could help the industry meet surging munitions demand amid global threats.

The call follows a sharp pullback in Boeing shares and scrutiny of its cash generation outlook.

The expansion underscores Caterpillar's push into smaller construction machines amid mixed analyst views on the stock.

The project would add significant US steelmaking capacity and is backed by political support, with potential implications for incumbent producers Nucor and Clev

The Ruias' re-entry into steel via the US reflects how Trump-era tariffs are pulling foreign steel investment onshore.

The Texas startup's funding shows investor appetite for building a domestic supply chain for magnet-grade iron outside China.

The pact pairs a titanium miner with a Japanese metals group to develop rare earth feedstock in allied jurisdictions.

The inventory gives policymakers and developers a map of untapped domestic critical mineral resources.

Federal research spending targets extraction and processing technologies for domestic mining.