Tech gains, easing oil prices and retreating Treasury yields pushed the major indexes to records, with investors now watching the start of third-quarter earning

The agreement, one of the largest corporate power purchases tied to AI data center demand, lifted Constellation and other nuclear and independent power producer

Crude advanced on supply disruption risk even as Gulf exports recover, while diesel supply concerns and G7 stockpile plans kept energy markets volatile.

After a sharp sell-off drove long-end yields to multi-decade highs, buyers returned, easing pressure on rate-sensitive assets.

Rising French borrowing costs, student protests and a widening deficit have revived comparisons to the eurozone debt crisis.

The reported raise underscores the scale of AI compute investment by private companies and tightens links between SpaceX and Nvidia's data center business.

Nvidia's rally to fresh highs reflects continued AI demand optimism, with Foxconn's Q3 revenue surge cited as a supporting signal.

AMD's gains reflect analyst optimism that personal AI agents and Meta's Muse workload will lift CPU sales.

Broadcom's rally was tied to AI revenue expectations and its custom TPU business, alongside a reported $60 billion debt package.

Marvell's custom AI silicon outlook boosted the wider custom accelerator trade, including Broadcom.

The reversal comes 25 years after Huawei first paid Qualcomm, with Qualcomm buying some Huawei US patents; Qualcomm disputes some related licensing reports.

Uncertainty over Intel's role in Musk's Terafab venture weighed on the stock as TSMC was reported in talks.

The French industrial giant's biggest acquisition lifts European software shares and marks a major industrial-software consolidation.

The results and financing plan come as Oracle's AI-driven backlog draws scrutiny over capital spending.

The deal adds AI that maps workers' tasks and skills, a tool already used by 110,000 SAP employees.

The strong quarter lifts Atlassian and other software names, with analysts weighing it against peers like Intuit.

The investor's warning highlights growing unease about vendor-financed AI infrastructure deals.

Rising agentic AI threats and broadening buyer bases push security shares to records.

Marvell's bullish custom AI silicon outlook at its investor day lifted the whole custom chip complex, with Broadcom and AMD shares rising in sympathy.

The deal would see Broadcom finance AI chip leasing for Anthropic, raising questions among investors about circular financing in the AI buildout.

The estimate quantifies how much revenue the AI buildout must produce to justify current capex levels, feeding investor debate on returns.

Data center capex rose sharply on AI demand and memory costs, with hyperscalers spending beyond operating cash flow to fund the race.

Nvidia touched new records on sustained AI compute demand while peers in custom silicon and networking rallied alongside it.

The AI computing startup's round, led by Coatue and Blackstone, adds to a wave of large private raises tied to AI infrastructure demand.

The pullback removes one of the larger pipeline bets against Lilly and Novo Nordisk in the obesity market.

A strong head-to-head readout could position Vaxcyte as a credible challenger in the large pneumococcal vaccine market long dominated by Pfizer and Merck.

The label expansion moves Jaypirca into earlier-line use in chronic lymphocytic leukemia, widening its addressable patient population.

The FDA's willingness to keep engaging signals a possible path forward for Rezolute's congenital hyperinsulinism therapy despite missed trial endpoints.

The adjuvant data strengthens Tagrisso's role in earlier treatment of EGFR-mutated lung cancer.

The investment expands manufacturing capacity for Lilly's GLP-1 franchise amid sustained demand.

Aramco's chief said the oil stockpile buffer is nearly exhausted and rebuilding it may take up to two years, underscoring the market's thin cushion after the St

G7 leaders approved a coordinated 100 million barrel release through the IEA, but the details, including diesel volumes, are still being finalized as markets qu

Crude steadied around $100 a barrel as recovering Gulf exports offset lingering tanker attack risks and record freight costs in the Strait of Hormuz.

The head of the world's largest independent oil trader said the Iran conflict has drained Western oil stockpiles, reinforcing concerns about thin global buffers

Chevron's chief executive flagged depleted spare capacity and spiking physical crude prices, adding to executive warnings about a tight global oil market.

Falling oil prices and retreating Treasury yields lifted equities, with the S&P 500 and Nasdaq posting record closes as focus shifted to earnings.

The deal adds 890 MW of new nuclear capacity via uprates to the PJM grid, extending a wave of tech-backed power purchase agreements as data center demand surges

The rebound in deliveries is being read as a turning point for EV demand, though BYD still holds a wider global lead.

The loan would fund 433 MW of uprates and preserve roughly 4 GW in the PJM region to meet rising demand.

The rally reflects investor expectations that hyperscaler demand will drive new revenue for existing nuclear fleets.

BYD's quarterly volume keeps it ahead of Tesla globally, with its flagship SUV also topping 10,000 monthly sales for three straight months.

Proposed grid-connected gas capacity has nearly tripled since early 2023 while new wind plans shrink.

Anduril will invest $3.7 billion in the Baltimore-area Arsenal-2 facility, with the Navy and Trump administration backing a $6.6 billion total commitment aimed

The seven-year agreement, issued by PAC-3 prime Lockheed Martin, aims to lift seeker output toward 2,000 units a year from Boeing's Huntsville facility.

The Navy award comes as Anduril co-founder Palmer Luckey takes a role advising the Pentagon, drawing scrutiny over potential conflicts.

The self-funded Collaborative Combat Aircraft flew autonomous taxi, takeoff, maneuvers and landing over the Mojave Desert, weeks after the Air Force set a goal

AeroVironment, Epirus, Kord and Boeing were selected for JIATF-401's pilot program, the first systems to be fielded and tested at U.S. installations.

The launch marks a milestone for France's sea-based strategic deterrent.

The upgrade marks a shift in sentiment for a stock that had lagged peers, with analysts pointing to improving returns and buyback potential into the Oct. 13 ear

The review covers JPMorgan, Wells Fargo and Barclays, underscoring regulator concern about private-credit risk building inside large lenders' books.

The initiative would put deposit tokens on shared rails, a notable step by large banks into blockchain-based settlement as crypto firms push into payments.

The addition signals continued investment-banking hiring even as deal activity swings with rates and markets.

The community bank trade group's suit follows fintechs Rain and Modern Treasury seeking OCC trust charters, testing how far federal banking regulation extends t

The results put trading strength at the center of the bank's quarter as markets volatility lifted equities activity.

The weak euro area reading, dragged by a sharp drop in fuel sales, reinforces concerns about sluggish consumer demand in the bloc.

The deal expands Uber Eats' large-order catering business, a segment it has flagged as a growing opportunity in recent quarters.

The cyberattack adds operational and reputational risk for the struggling fast-fashion e-commerce firm.

The pullback in high-end purchases, ahead of the midterms, signals softening discretionary demand among affluent US consumers.

Shares surged about 11% after strong quarterly revenue growth, with brokerages turning bullish on the fast-fashion retailer's expansion strategy.

The relaunch follows the earlier return of designer Isaac Mizrahi as Target reworks its merchandise under CEO Brian Cornell's turnaround effort.

The deal would grow C.H. Robinson's brokerage network density and add RXO's brokerage, expedited and last-mile services, pending approval.

The agreement, with some terms still to be finalized, lets Boeing continue tripling production of its PAC-3 MSE seeker in Huntsville, Alabama.

The deal puts industrial automation and software peers in focus as Schneider moves deeper into factory software.

The purchase expands GE HealthCare's U.S. PET radiopharmaceutical reach and its molecular imaging supply network.

Analyst upgrades and a dealer acquisition come ahead of Caterpillar's Q3 earnings, with the stock still well below its 52-week high.

Boeing shares drew analyst attention after a fighter jet win, the missile contract and an FAA all-clear.

Greenland's government approval of the Tanbreez project advances one of the largest Western rare earth deposits as buyers seek alternatives to Chinese supply.

Iron ore near $91 a tonne and softening Chinese steel demand pressure miners even as UBS expects BHP and Rio to post strong quarterly output.

Indian officials cite dependence of 80-90% on China for rare earths as they push domestic magnet manufacturing capacity.

Rising Indian steel production and consumption support demand outlook, with Crisil expecting secondary steel margins to improve.

Decarbonisation efforts in iron and steel making advance, from green hot metal trials to emissions-to-fuel projects and green steel ventures.

Unpaid state royalties raise questions about revenue collection from iron ore producers in Western Australia.