Equities pulled back from all-time highs as a global bond selloff pushed benchmark Treasury yields to their highest in more than two decades, pressuring rate-se

Samsung said operating profit would top 100 trillion won for the first time, underscoring how AI-driven memory demand is reshaping semiconductor earnings.

Apollo and banks are in talks to finance a massive Nvidia GPU purchase, a borrowing spree that has lifted SpaceX credit risk and raised questions about AI capit

Minutes from the September meeting indicated policymakers remain open to one more hike if inflation stays sticky, with no consensus on timing as political press

Renewed attacks on tankers transiting the Strait of Hormuz and a tropical storm threat in the Gulf pushed crude above $100 a barrel, driving up tanker charter r

Coordination to release stocks and prioritize diesel came as U.S. diesel prices spiked and the White House faced political pressure over surging fuel costs befo

Broadcom is exploring financing structures for chips it would build for OpenAI, extending the custom-silicon deals that have driven its AI narrative.

Musk clarified roles at the Terafab AI chip venture, keeping Intel on the 14A node while asking TSMC to sublease part of the facility, which lifted Intel shares

SpaceX is reported to be pursuing large-scale debt financing to buy Nvidia chips for AI compute, a bet that ties its Starship business to the AI hardware cycle.

Nvidia's unprecedented full-year guidance and continued stock strength have revived debate over whether its premium valuation is justified.

The reported licensing deal would give Qualcomm royalties on Huawei chip designs even as Huawei remains on the US entity list, and it follows pressure on Qualco

The trip highlights AMD's push to lock in memory and foundry partners in Korea as it scales AI accelerator supply against Nvidia.

A rebound in enterprise software shares signals investors are easing off fears that AI agents will cannibalize SaaS revenue.

Investors weighed soaring capex against a record Google Cloud backlog that is increasingly rivaling Search as a growth driver.

Oracle's accelerating cloud growth has bulls calling a pullback a buying opportunity while others flag execution risk.

Cybersecurity names rallied sharply as demand for SaaS security tools held up and Wall Street's AI disruption worries receded.

Salesforce's underperformance has become a focal point for questions about how legacy SaaS vendors fare in the AI era.

The change pushes users toward paid AI tiers and narrows what free accounts can do with Google's flagship models.

Samsung's blowout preliminary quarter, the largest ever posted by a tech company, underscores how the AI buildout has turned memory chips into the industry's ke

Marvell's long-term guidance lifted custom AI chip peers including Broadcom, signaling hyperscalers expect multi-year demand for bespoke accelerators.

The proposed borrowing would fund a massive GPU buildout at the rocket company, raising questions about leverage across an AI infrastructure boom increasingly f

The arrangement would deepen ties between Broadcom and Anthropic while drawing scrutiny over circular financing structures linking chip suppliers to their AI cu

Analysts now expect AI capital spending to reach a cash-flow negative inflection point, with Wall Street forecasting a slowdown in 2027.

Burry's warnings on Nvidia, Palantir, Micron and data center financing put him at odds with investors such as Steve Eisman, sharpening the debate over AI valuat

The approval makes Hanmi the first Korean company with a domestically developed GLP-1 obesity treatment, though shares fell as investors had already priced in t

The industry lobby's lawsuit challenges the administration's international reference pricing model for Medicare drugs, setting up a major legal fight over US dr

The lawsuit challenges Medicare's authority to negotiate drug prices, a central pillar of the Inflation Reduction Act.

The approval expands treatment options for HER2-positive metastatic breast cancer patients, combining a tyrosine kinase inhibitor with dual antibody therapy.

The administration's move on weight-loss drug pricing could reshape the market for GLP-1 therapies.

The biotech is discontinuing two cancer cell therapy programs, a significant setback for its allogeneic CAR-T pipeline that triggered a sharp selloff.

The coordinated reserve release aims to cool fuel markets strained by Middle East supply disruption, with diesel prioritized.

Crude swung lower at settlement as the reserve release offset concerns over shipping attacks and Hormuz threats.

Higher yields and firmer energy prices dented risk appetite after a record-setting rally.

A larger-than-expected drawdown signals firm demand and has helped underpin higher crude prices.

Operators are pulling workers as the storm tracks toward offshore rigs and refineries.

Higher crude prices fed inflation concerns across regional equity markets.

The agreement pairs uprates at existing Constellation reactors with long-term power purchases to supply Google's growing data center load, alongside a separate

Investors parsed the delivery beat against a year-over-year decline, with attention turning to 2027 model plans and European sales recovery.

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

With Model S and Model X out of production, the category is now dominated by the Cybertruck, giving the clearest read yet on its demand.

State regulators opened local hearings on the proposed utility combination, with NextEra saying it disagrees with the lieutenant governor's stance.

Rivian's delivery record comes as the EV maker prepares to launch the more affordable R2 SUV.

Anduril will develop the Baltimore-area shipyard to build components for Virginia-class submarines, a major step by a defense tech startup into traditional ship

The seven-year deal from Lockheed Martin to Boeing expands seeker output for the Patriot missile interceptor, a key element of U.S. and allied air defense stock

Novakovic has led General Dynamics since 2013 and will hand over to Danny Deep on Jan. 1, 2027, marking a rare leadership change atop a top-five U.S. defense co

The large multi-year missile award underscores strong demand for air-defense munitions, though coverage flags production execution as the key variable for inves

The milestone comes weeks after Air Force leaders said they aim to have 500 autonomous aircraft in service by 2032.

The systems are the first to be fielded and tested at U.S. bases, part of a broadening mix of counter-UAS defenses the Pentagon says has no single answer.

The federal housing regulator's inquiry targets Wells Fargo's efforts to boost Black and minority homeownership, pressuring shares of the third-largest US bank.

A surge in long-term Treasury yields on mounting rate fears pressured equities and stoked concerns about mortgage and borrowing costs.

Rising long-term rates are reshaping the outlook for bank earnings as the sector prepares to report third-quarter results.

Vice Chair for Supervision Michelle Bowman said the changes aim to install clearer accountability and decision-making authority in the Fed's supervisory arm.

Evident's annual index ranks banks by AI maturity across talent, leadership and transparency, with JPMorgan and Capital One leading.

The upgrade comes as the big banks prepare to kick off third-quarter earnings season next week.

The retail layoffs come as Amazon runs its fall Prime sale event, underscoring cost discipline in its core commerce unit.

The deal expands Uber Eats' large-order catering business, a growing opportunity in recent quarters.

The retailer is pushing shopper data and ad dollars beyond its own properties into streaming and audio inventory.

The weak print reflects a slump in fuel sales against a modest rebound in non-food spending.

Wealthier shoppers are pulling back ahead of the midterms, a warning sign for high-end brands.

The roughly $1.7 billion purchase deepens Chinese sportswear influence in a global athletics brand.

The deal lets Boeing continue triple production of the seeker component, with some contract terms still to be finalized.

The facility will make components for Virginia-class submarines and follows DOD's Project Meridien initiative.

The French industrial giant is buying the US software company in a move that reshapes industrial automation and design software.

Prasad, who scaled Alexa and Nova, takes over as the robotics company pushes into physical AI.

Deere fell 4% and PACCAR eased as rising long-term yields pressured rate-sensitive industrial names.

BD will expand US production of medical consumables in exchange for relief from future tariffs on its products.

The dispute with China Mineral Resources Group over iron ore pricing terms is cutting into Fortescue's shipments as Beijing presses for greater leverage in annu

Analysts lifted price targets across Anglo American, Glencore and other miners as copper supply tightness boosts the sector's earnings outlook.

Regulatory clearance for the Tanbreez project advances one of the largest undeveloped heavy rare earth deposits outside China, a priority for Western supply cha

Rising crude prices rekindled inflation and rate concerns, pressuring bullion even as long-term forecasts remain bullish.

A wave of nuclear power purchase agreements and a record uranium term price are re-rating the commercial nuclear fuel sector.

A sharp move in energy markets erased a quarter-trillion dollars of market value across major diversified miners, underscoring their sensitivity to input cost s