A worldwide selloff in government debt sent long-dated US yields to levels last seen in 2002, pressuring equities and raising the stakes for upcoming jobs data.

The memory maker's results and outlook reaffirmed that AI infrastructure demand is still driving semiconductor earnings, though the stock dipped after the print

Officials including Vice Chair Jefferson signaled patience on the next move even as core inflation remains above target.

A public listing by one of the largest AI model developers would be a landmark test of investor appetite for frontier AI companies.

Strong quarterly bookings reassured investors that generative AI is expanding rather than cannibalizing IT services demand.

The probe adds regulatory scrutiny to the largest AI developers on questions about their next-generation model practices.

September exports rose 83.5% to $120.9 billion, led by an all-time monthly peak in semiconductor shipments, underscoring how AI demand is reshaping Korea's trad

The vendor-financing structure deepens ties between Broadcom and Anthropic and draws scrutiny over circular investment in AI infrastructure.

The acquisition is AMD's push to learn what AI workloads need next, though investors flagged share dilution as the stock slipped.

The buyback authorization is the largest in Nvidia's history and signals where the company is directing its cash beyond R&D and capacity.

Micron's record quarter and warning of a prolonged DRAM and NAND supply crunch rippled through chip stocks and Asian markets.

Qualcomm is pushing personal agentic AI across phones, wearables and PCs while its stock underperformed peers on the day.

Accenture's stronger-than-expected earnings and outlook reassured investors that AI is not cannibalizing enterprise IT services demand, sparking a broad rally i

Beaten-down software names including Atlassian, HubSpot, monday.com and Asana rebounded sharply in Q3 as investors rotated back into the sector after a steep AI

The reported lease would give Tencent access to 100,000 advanced AI chips through Oracle data centers in Southeast Asia, offering relief for Oracle's cloud and

Rising bond yields, with the 10-year Treasury hitting 5%, pressured broad equity indexes even as software and IT services shares rallied on Accenture's results.

The new Gemini model targets developer and security workloads as Google pushes to defend its enterprise AI position.

Oracle moved to reassure investors after reports of a flooding scare at its $18 billion AI data center project, a key piece of its AI infrastructure buildout.

The memory maker's blowout quarter and bullish outlook signal tight AI-driven DRAM and HBM supply that should lift Samsung and SK hynix as well.

Broadcom's custom AI accelerator business is now the company's growth engine, reinforcing its role alongside Nvidia in hyperscaler buildouts.

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

Anthropic's massive infrastructure commitment is a central pillar of the AI capex boom and a direct boost to AWS and its suppliers.

Analysts question whether vendor financing and circular deals can sustain Nvidia's growth without straining balance sheets.

Google's flagship release targets coding and cybersecurity workloads, arriving amid reports that advanced chip capacity is already committed.

The mandatory international price benchmarking model will cover fewer drugs and produce far smaller savings than the original proposal, per STAT and policy trad

The order targets branded and specialty drugs, with analysts warning of higher consumer costs for common medicines.

The licensing deal adds an oral incretin asset to Novo's pipeline as it defends its obesity franchise against Lilly.

Full phase 3 results position retatrutide, and a Zepbound-amylin combination, as Lilly's answer to intensifying obesity competition.

Muscle preservation is emerging as a key differentiator as obesity drug developers target quality of weight loss, not just total pounds.

Boehringer said it stands by the candidate despite the disappointing data from the partnered GLP-1/glucagon asset.

Washington is pressing Europe's two largest economies to draw down emergency diesel reserves as global distillate markets tighten, prompting emergency talks amo

Chinese refiners suspended most October refined fuel exports to protect domestic supply, removing diesel, gasoline and jet fuel from an already constrained glob

Crude surged past $100 after signals of possible US military action against Iran revived concerns about disruptions to Middle East supply routes.

Exports through the Strait of Hormuz and alternative routes have largely normalized, easing supply fears even as prices remain elevated.

The package ties Seoul's capital to the long-stalled Alaska LNG and pipeline project as part of a broader US-South Korea trade and energy deal.

The group is set to hold output targets steady, keeping supply policy tight while prices stay above $100.

The deal, worth a reported $3 billion, funds a 190 MW uprate at Calvert Cliffs, expanding nuclear supply for Amazon's East Coast operations and extending the da

Analysts and media expect Tesla's quarterly delivery report to show a decline as the US EV credit expiration and an aging model range weigh on sales.

GM's EV sales dropped sharply in the quarter, with the Chevy Equinox EV collapsing even as Cadillac EVs made up nearly half of the company's electric volume.

BYD's record September, driven by overseas demand, comes as Chinese EV makers post strong deliveries and pursue record global sales.

The new law opens small plug-in solar to renters and others who cannot install rooftop systems, alongside two related measures to expand clean energy access.

The transmission, battery and storage capex plan drove rallies in Power Grid, Tata Power, Adani Energy and other Indian energy infrastructure stocks.

The multi-year deal expands Standard Missile-6 production as the Pentagon works to replenish munitions stockpiles drawn down by recent conflicts.

The multibillion-dollar award reshapes the Navy's sixth-generation fighter program and Boeing's combat aircraft outlook.

The award expands interceptor propulsion capacity as demand for missile defense rises after heavy use in the Middle East.

The Pentagon wants to consolidate drone procurement and operations under a new combatant command, subject to congressional approval, with an advisory group incl

The order brings the total F-15EX aircraft Boeing is to produce for the service to 120.

Unspent reconciliation funds face an 8.3 percent sequestration cut as fiscal 2027 begins.

Citigroup, Bank of America and JPMorgan led a broad decline in bank shares, with the KBWB bank ETF hitting its most oversold reading since the 2023 regional-ban

Goldman's board is weighing a succession plan that would elevate president John Waldron, a long-anticipated transition at the top of the Wall Street bank.

The changes aim to make test scenarios clearer and reduce swings in the capital requirements banks face each year.

The Office of the Inspector General recommended the Fed set a guaranteed maximum price for the long-running renovation.

The South African bank cited growth in personal and business banking, fintech income and its mobile virtual network operator as it rebrands beyond traditional b

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

Nike's softer results and job cuts come as the sportswear giant works to rebuild its wholesale and product strategy amid a broad slowdown.

Bain and Deloitte project record US holiday spending, with inflation and online growth driving the milestone rather than a surge in volumes.

Weaker sentiment readings land as Fed officials warn inflation may not return to the 2% target until 2028, pressuring discretionary retail demand.

The blinking electronic tags help shoppers and workers locate items, advancing Walmart's broader push into in-store automation and dynamic pricing.

Meta is extending its AI assistant from consumers to merchants, adding a new channel for small retailers to handle everyday tasks.

DashOS ties customer data from multiple ordering channels together as the delivery giant pushes further into merchants' core software stack.

The award hands Boeing a decades-long defense revenue stream and marks a major rebound for its fighter franchise.

The power equipment maker's order growth signals strong demand for grid and gas turbine equipment tied to data center electricity needs.

The deal covers roughly 10,000 unionized employees across Washington, Oregon, Utah and California ahead of an Oct. 6 expiration.

ISM survey respondents cited an inability to rely on steady economic policy as a drag despite the sector staying in expansion.

Analysts remain divided on Honeywell after a steep share decline, with Wells Fargo starting coverage at Equal Weight.

The investment expands Caterpillar's compact equipment capacity amid soft construction demand.

Consolidation among Australian rare earth producers is accelerating as Western buyers seek non-China supply chains.

The project would be one of the largest US steel investments in decades, tied to domestic iron ore from Minnesota's Mesabi Range.

Soft Chinese steel demand and plentiful seaborne supply are pressuring the benchmark iron ore price.

The miner's record volumes come alongside higher costs, a smaller final dividend and a green energy build-out.

A bullish broker call on iron ore would lift the earnings outlook for the three largest diversified miners.

The expanded study sizes up a bigger development path for the company's Wyoming rare earth project.