The truce could ease fuel prices but Republican lawmakers question the legality of a related US purchase of Russian diesel.

Renewed strikes on Saudi airports and Red Sea shipping are pushing crude higher and raising concern about a broader supply shock.

JPMorgan and Goldman results plus the September inflation print will test whether record equity levels can hold amid rising yields.

Elevated long-end yields are pressuring equity valuations and steering wealthy investors back toward bonds.

The DOJ is examining whether the network pool arrangement violated the Sherman Act amid a broader clash over press access.

Microsoft's Nadella calls for an 'emergency brake' on advanced AI while evaluators and researchers press for stronger guardrails.

The guilty plea in a case over diverting Super Micro servers with advanced Nvidia chips to China intensifies scrutiny of export controls and of Super Micro itse

Nvidia, already an investor in the open-weight model startup valued at $25 billion, is weighing a deeper tie-up as the AI arms race accelerates.

TSMC's quarterly results are treated as the best early read on AI chip demand and on Nvidia's next quarter.

AMD shares fell after an AI revenue reset and concerns about a $20 billion OpenAI revenue gap, even as some analysts see the supply crunch as a positive.

ASML's upcoming earnings are a bellwether for lithography demand and the broader AI capex cycle.

Broadcom's AI revenue is tripling but its dependence on a handful of hyperscaler customers and debt-funded deals raises questions.

Oracle shares slid after OpenAI clarified its revenue run-rate, pressuring a stock already tied to AI data center financing and debt concerns.

Google's cloud unit is growing fast enough that investors are debating whether it can rival Search as Alphabet's main growth driver.

Palantir's surging US commercial revenue and Rule of 40 metric have kept the stock at record highs, with Goldman upgrading it to Buy.

IBM's warning that clients are reallocating budgets away from software toward hardware and security renewed fears of a broader software spending slowdown.

Earnings results from the largest cloud providers reassured investors that heavy AI capital spending is translating into revenue growth.

Palo Alto Networks' CEO pushed back on the market's AI-driven selloff of software and security names, arguing it created an attractive entry point.

Nvidia's blowout quarter and market cap milestone underscore the scale of AI infrastructure spending but fuel bubble debate.

Samsung's chip division profit surged on AI-driven memory demand, a bellwether for the memory and HBM supply chain feeding data centers.

TSMC's record AI-driven quarter and looming earnings are being watched as the clearest early signal for Nvidia and the broader AI chip cycle.

The reported revenue figure landed below circulating estimates, triggering a selloff in chip and AI-linked shares.

Combined hyperscaler capital expenditure hit a record level, reframing the AI spending debate around commitment rather than caution.

Heavy AI-related issuance is raising global borrowing costs and disrupting a long-standing corporate bond market mechanism.

Aggressive US pricing and new trial data mark an escalating fight for share in the GLP-1 obesity market.

The injectable extends Teva's branded neuro-psychiatry franchise and offers schizophrenia patients a monthly subcutaneous alternative to existing olanzapine reg

The retreat narrows the field of late-stage obesity contenders and marks a setback for Pfizer's metabolic pipeline.

Generic entry pressures branded GLP-1 pricing and signals a new phase of competition in obesity and diabetes care.

Investor enthusiasm cools as policy attention turns to obesity drug costs and Medicare coverage questions.

The rare-disease readouts keep BridgeBio's pipeline moving across two calcium-disorder indications with distinct regulatory paths.

The storm forced the shutdown of roughly 72% of US Gulf offshore production, tightening already strained global crude and fuel supply.

Trump's remarks eased immediate fears of a supply disruption but did little to answer whether the Iran-driven price spike will persist through the US election.

Signs of returning Hormuz volumes and talk of further emergency barrels pulled crude lower even as analysts warned of a supply crunch.

The Saudi producer flagged diesel as the acute pinch point as inventories sit near multi-decade lows.

Weekly EIA data showed commercial inventories draining even as headline crude stocks rose in some weeks, pointing to heavy export and refinery demand.

The SPR held about 283 million barrels at end-September, and analysts warn further emergency releases would drain the world's remaining buffer.

The agreement covers nuclear uprates as tech companies seek firm clean power for AI data center demand.

Tesla's Q3 deliveries exceeded Street estimates, prompting price target raises amid debate over margins and demand.

Mercedes reported 491,700 cars and vans sold in Q3 with record EV demand, cushioned by buybacks as China sales fell sharply.

Data center growth is straining power supply and raising water and energy security concerns.

The move aims to clear a backlog of generation projects awaiting grid interconnection.

The deal extends trade tensions over Chinese vehicles to plug-in hybrids that previously escaped tariffs.

PAC-3 Edge uses a new seeker, upgraded flight controls and a Northrop Grumman multi-pulse rocket motor, extending the Patriot interceptor line to faster and hyp

The contract boosts production of SM-3 interceptors capable of downing ballistic missiles as the US and allies restock air defense inventories.

The deal expands production of PAC-3 MSE seekers, a key chokepoint in Patriot interceptor output as demand surges.

The long-term award is aimed at lifting seeker production rates for the PAC-3 MSE interceptor.

A wave of Pentagon missile awards flows to Boeing and RTX while drone and communications firm Ondas reports swelling order totals.

The deal marks a rare purchase of Ukrainian-made drone interceptors by a major US ally as demand for cheap counter-drone options grows.

JPMorgan, Goldman Sachs, Bank of America, Citigroup, Wells Fargo and other major banks report third-quarter results this week alongside September inflation data

Rising Treasury yields have compressed bank valuations into the earnings season as investors weigh the effect of higher-for-longer rates on margins and the econ

Wells Fargo reports third-quarter results with investor attention on its reported crypto discussions with Kraken and a newly filed WFUSD trademark for crypto se

Zenith Bank raised its interim dividend 20% after reporting first-half pre-tax profit of N637.6 billion, with assets climbing to N32.65 trillion on loan growth.

Banks including Bank of America are set to shutter branches for a full day with online transactions affected, prompting warnings about delayed payments.

Ahead of its report, analysts project Bank of America revenue of about $30.6 billion as the bank navigates higher rates.

A reported Starbucks bid for Chipotle would combine two of the largest US restaurant chains and reshape the fast-casual landscape.

The layoffs hit Amazon's retail division across three major markets as the company continues to trim costs.

The sharp decline reflects weak Chinese consumer demand and the phase-out effects of past subsidy programs in the world's largest auto market.

The gap between wholesale shipments and retail registrations points to rising EV inventory in China.

Investors are watching the week's CPI, PPI, retail sales and bank earnings for signals on consumer health and Fed policy.

The gain suggests consumers kept spending ahead of a holiday season shaped by hiring caution and credit pressure.

GE Vernova's AI data center order book has already topped all of 2025, even as the quarter's profit missed, keeping the power equipment maker central to the dat

The Avolon order extends Boeing's 737 MAX backlog, though the stock is still down sharply in 2026 amid production and delivery questions.

Rotating capital lifted industrial and financial names to a fresh Dow record while technology shares dragged the other major indexes lower.

Korean industrial suppliers are drawing investor interest on expectations that AI infrastructure spending will outweigh weakness in chip demand.

A bid approach for the FTSE-listed molten metal flow engineering group puts a valuation spotlight on UK industrial assets.

Park Electrochemical's results and commentary point to strong aerospace and missile materials demand offsetting near-term cost pressure.

The plan projects a tripling of coking coal demand, a 39% cut in emissions intensity, and higher iron ore requirements, shaping long-term demand for coal and or

A shortfall in tanker capacity is keeping crude elevated, renewing inflation concerns for energy-intensive industries and consumers.

The forecast ties commodity demand growth to data centre and AI buildout, a shift in the mix of metals Australia ships.

Grid constraints in Australia's largest city highlight infrastructure limits on data centre expansion.

Changes in Chinese steelmaking technology and scrap use threaten demand for Australian iron ore grades.

The slide reflects weak iron ore prices and investor caution on the sector's outlook.