The weak jobs report cools expectations for further Fed tightening but deepens concerns about softening US labor demand.

The coordinated reserve release aims to ease a diesel supply shock tied to wars in Europe and the Middle East.

Falling rate-hike expectations drove a broad equities rally as yields retreated from multi-year highs.

A cooling labor market and retreating yields pushed the S&P 500, Nasdaq and Dow up on the week, with Nvidia leading chip gains.

Crude retreated as the G7 announced reserve releases and traders weighed potential supply shifts in the Middle East.

Investors fear Toshiba's storage expansion will erode the pricing power that has lifted both drive makers.

Nvidia's board approved a $150 billion buyback as the stock set a fresh record and approached a $6 trillion market value, with multiple analysts raising targets

A record monthly export total was driven by an all-time peak in semiconductor shipments, cementing the AI-driven chip boom's impact on Korea's trade balance.

The financing structure would underwrite purchases by a major customer, deepening Broadcom's exposure to AI infrastructure demand.

The AI chip maker's shares fell amid competitive pressure from Nvidia and the expiration of its post-IPO share lockup.

Federal prosecutors allege export-controlled Nvidia-powered servers were routed through Malaysia and Singapore using false paperwork.

The upgrade to top pick status helped push Nvidia shares higher as the bank argued AI trends play to the company's strengths.

Accenture's guidance reassured investors that AI agents are not yet cannibalizing enterprise IT demand, prompting a broad rally in software and IT services shar

Software names recovered in the third quarter after investors who bet AI would destroy the sector were proven wrong, with Cramer calling software the story of t

A reported large cloud lease with Tencent would expand Oracle's AI infrastructure backlog and sent its shares higher.

The disclosure highlights how much of the AI developer's compute and distribution rests with two hyperscalers ahead of a potential listing.

Bank of America flagged a set of software names it expects to be pressured as AI agents take over tasks those vendors currently sell.

The restructuring is the latest sign that enterprise software vendors are trimming costs while shifting spending toward AI priorities.

Broadcom is arranging lender financing of roughly $60 billion, including up to $42 billion extended to Anthropic, to fund AI chip purchases, a structure lenders

Broadcom reported record AI semiconductor revenue of $16.7 billion, up 221% year over year, lifting its AI chip guidance to $21.7 billion.

Amazon reportedly plans to shift roughly $8 billion of Nvidia chips off its balance sheet, part of a broader scramble to finance AI infrastructure without stret

Amazon committed over $1 billion to host communities while warning that local resistance threatens the U.S. lead in AI infrastructure.

Micron's blowout quarter came with a warning that memory supply shortages will worsen through 2028, fueling a broad chip rally.

The partnership aims to apply AI models to chip design work, sending Synopsys shares up about 7%.

The CMS rule narrows the mandatory international price benchmarking model's scope, reducing projected savings versus earlier drafts.

The order adds trade pressure on drugmakers already facing most-favored-nation pricing demands.

Boehringer reiterated support for the candidate despite the second disappointing late-stage readout for the partnership.

Deeper phase 3 results for Lilly's oral GLP-1 come as new obesity and diabetes studies dominate the European EASD meeting.

The move removes a high-profile oral obesity candidate from Pfizer's pipeline as the GLP-1 field consolidates.

The licensing deal adds a China-origin weekly oral candidate to Novo's obesity pipeline amid intensifying competition.

The coordinated reserve release, agreed at an extraordinary G7 meeting, aims to cool soaring diesel and crude prices driven by war-related supply disruptions ah

Crude benchmarks retreated on the prospect of extra government fuel supplies, easing some of the squeeze that had pushed physical barrels above $120.

The US push, described as pressure or a threatened export ban, prompted European allies to commit to releasing stocked diesel oil.

Washington sent two additional Patriot batteries to protect Gulf energy infrastructure from potential Iranian strikes as a third carrier heads to the region.

Physical crude markets tightened sharply even as headline futures fell, reflecting droned tankers in the Strait of Hormuz and China reinstating refined product

Paris proposed tapping the International Energy Agency's emergency inventories ahead of the G7 call to address the diesel shortage.

Tesla's deliveries fell year over year but beat Wall Street consensus by about 25,000 vehicles, easing fears of a prolonged EV demand slump as BYD extends its l

The deal backs a 190 MW uprate at Calvert Cliffs and roughly $3 billion in Maryland investment, a landmark for pairing data center demand with existing nuclear

Environmental and consumer groups challenge DOT's move to weaken fuel economy rules, which DOE says will raise gas prices by 76 cents a gallon.

Chicago, Denver and New York City join multistate lawsuits challenging EPA's end of greenhouse gas standards and its failure to enforce rules on existing gas pl

The loan would support Vistra's nuclear expansion as power demand from AI data centers rises, though details remain unconfirmed.

Rivian bucked the broader US EV slowdown with strong R2-driven growth while holding its full-year forecast.

The five-year deal covers an undisclosed number of Standard Missile-6 interceptors as the Pentagon works to replenish munitions stockpiles depleted by Middle Ea

The award expands L3Harris's role in missile defense propulsion at a time when interceptor demand is rising sharply.

The jets are the first of 66 ordered in 2019, a delivery meant to bolster Taiwan's defenses against China.

The new Army Futures and Autonomous Systems Command (FASCOM) would consolidate drone procurement and operations, with Congress likely to weigh in.

The award adds to Lockheed's missile defense backlog as the service prioritizes counter-missile capability.

Officials say more than 100,000 Yemeni troops could be mobilized depending on the scale of the offensive.

Financials have slid into correction territory, with bank stocks lagging the S&P 500 by the most since 1990 and KBWB hitting its most oversold RSI since the 202

Oppenheimer expects quarterly results from major US banks to disappoint as trading and dealmaking conditions tighten.

The revamped stress testing framework could alter how large banks plan capital and buybacks.

Reporting profiles John Waldron as the frontrunner to succeed David Solomon, with the succession process described as stalled.

The Office of the Inspector General recommends the Fed set a guaranteed maximum price for the multiyear renovation project.

The payments processor is buying a small-business financing provider to expand its embedded lending offerings.

Nike's repeated resets and job cuts signal a protracted recovery for the sportswear leader as consumers pull back on discretionary apparel.

Rival retailers are moving early marketing and discounts to capture spend around Amazon's October sales event.

The sustained rebound in Hong Kong retail points to recovering consumer demand in the city after years of weak spending.

Privacy concerns over camera-equipped smart glasses are prompting regulatory scrutiny and retailer pullbacks in Europe.

Holiday spending forecasts indicate resilient consumer demand even as confidence readings weaken.

Weak confidence readings raise risk for US discretionary retail spending into year-end.

The award opens a decades-long defense revenue stream for Boeing and marks a major setback for Northrop Grumman in the Navy's next fighter program.

Nearly 10,000 SPEEA-represented Boeing engineers approved the deal before the contract's Oct. 6 expiration, averting a strike at facilities in Washington, Orego

The investment expands Caterpillar's domestic manufacturing footprint and dealer network amid broader industrial reshoring and tariff pressures.

The power equipment maker's order growth and expanded gas capacity are driving investor optimism about its turbine and grid businesses.

The ISM index stayed in expansion territory, yet manufacturers cited an inability to rely on steady economic policy as a growing concern.

The bill aims to cut red tape and accelerate environmental permitting for major infrastructure projects, and now awaits Senate consideration.

Consolidation among Australian rare earth developers signals efforts to build scale outside China's dominant processing supply chain.

Weak Chinese steel demand and rising seaborne supply are pressuring iron ore benchmarks and related producers.

Rare earth export controls remain a central lever in US-China negotiations as Washington seeks alternatives to Chinese supply.

Record volumes came alongside higher capital spending and a smaller final dividend, with attention turning to the FY27 outlook.

New US steel capacity backed by tariffs benefits producers but raises cost questions for downstream manufacturers.

Analysts highlight that identifying and economically processing rare earth deposits remains a major hurdle for Western supply diversification.