Chip and memory names led declines while investors rotated into energy on higher oil prices ahead of the start of third-quarter bank earnings and inflation data

Expanding homegrown silicon to multi-gigawatt AI inference capacity could lift Microsoft's margins and loosen Nvidia's grip on the AI hardware stack.

The release is a test of whether Meta can charge subscription fees for frontier-level AI models and regain standing among leading labs.

Investors positioned for third-quarter bank results and CPI, with energy strength offsetting tech weakness.

The grocery chain's largest corporate restructuring, tied to automation and AI adoption, signals continued retail labor reshaping.

The collaboration on open rack-scale architecture, including AMD's Helion servers, aims to standardize AI factory buildouts across vendors.

The plea deepens scrutiny of Nvidia GPU diversion to China and of Super Micro's contractor network, with SMCI shares reacting to the case.

Broadcom's CEO flagged funding as the main bottleneck for AI buildouts, echoing Intel's CEO as debt-financed chip commitments mount.

The reported increase underscores ASML's pricing power over memory makers ahead of its Q3 earnings.

Investors are focused on ASML's EUV order book and guidance as the AI-driven premium faces a key test.

The earnings report is viewed as a gauge of whether AI chip demand can keep the foundry boom running.

The OCP Global Summit design targets rack-scale agentic AI deployments, shipping next year in CPU-only and all-in-one configurations.

Wells Fargo's downgrade cites survey data showing Adobe losing AI budget share, pressuring a stock already well below its high.

The upgrade lifts Salesforce shares as analysts argue enterprise AI concerns that weighed on the stock are now resolved.

After a sharp selloff dubbed the SaaSpocalypse, software shares rebound on upward earnings revisions and AI optimism.

Oracle trades at a 14-month low as investors weigh record AI demand against mounting debt tied to large OpenAI and data center commitments.

The leadership change lands with Adobe shares down more than 30 percent from their peak amid AI disruption worries.

The enterprise Gemini agent adds an autonomous AI colleague to Google Cloud's productivity and agent lineup.

TSMC's Q3 report is being treated as the key early read on AI chip demand and Nvidia's next quarter, with analysts expecting profit up sharply on the year.

Hock Tan's warning that funding costs will cap the AI buildout drew wide pickup, alongside an Intel CEO warning on the same theme.

Major chip names including Nvidia, AMD and Intel fell in a broad semiconductor selloff that also dragged the S&P 500 and Nasdaq 100 lower.

ASML's Q3 report is a key test of whether equipment demand keeps pace with AI chip spending.

Meta's larger Wonder models target higher benchmarks and complex tasks like coding, as the company says it has caught up in AI and will not slow spending.

Surging AI memory demand drove a dramatic profit rebound at Samsung's chip business.

The move, prompted by Supreme Court pressure to widen price controls beyond oncology, could save an estimated Rs 2,500 crore annually.

A long-acting injectable option reduces dosing frequency for schizophrenia patients and lifts Teva, the developer behind the approval.

The pullback removes one of the larger challengers to Lilly and Novo Nordisk in the obesity pill race.

The much-awaited clearance gives Travere a new commercial asset in a rare kidney indication.

Illicit supply and a potent amylin-based combo underscore the intensifying competition among obesity drugmakers.

The rejection delays Disc Medicine's lead rare blood disorder candidate and weighs on its shares.

Oil prices swung on the announcement as markets weighed the truce against weekend Middle East escalation, and officials clarified the pact's scope was narrower

Fresh attacks on Saudi energy infrastructure and two more tankers near the Strait of Hormuz pushed crude to its highest in nearly two weeks.

Equity futures held steady ahead of a key earnings week as traders digested two-week-high oil and a proposed energy ceasefire.

European indexes advanced as retreating crude prices and bank-sector gains offset Gulf tensions.

The IEA is accelerating reserve releases to cool a tight diesel market while a federal watchdog warns US infrastructure is unprepared.

The agreement deepens an energy axis between two major regional producers amid Middle East supply disruption.

VW's steepest quarterly delivery drop in over four years was driven by a sharp China decline even as BEVs reached one in eight group vehicles.

The 20-year agreement adds power by uprating existing reactors, reflecting surging data center electricity demand.

Regulators said PJM's approach to curtailing large loads without matching generation intrudes on state jurisdiction and appears discriminatory.

The utility merger faces scrutiny over consumer rates and the power demands of data centers in Virginia.

Mercedes reported record EV sales and an order backlog stretching into 2027, offset by a steep China decline and a share buyback.

India's renewable generation crossed 100 billion units in a quarter for the first time while curtailment and grid limits left power wasted.

The modular surface-to-air interceptor, planned for thousands of units a year, targets the lower-cost end of the air and missile defense market long dominated b

The new Patriot variant competes in the Army's future interceptor down-select as demand grows for defenses against faster maneuvering missiles.

The award underscores how constrained interceptor production capacity has become central to US and allied air defense planning.

In his first major address at AUSA, Telle framed the effort as a tighter link between Army acquisition and commercial production capacity.

The award adds to a surge of US missile spending spanning naval and ground-based interceptors.

The deal marks a rare case of Ukraine exporting combat-proven drone interceptors to a major US ally.

JPMorgan, Citigroup and other big banks report this week, giving the first read on how surging Treasury yields are affecting the economy and net interest margin

Equity futures were little changed as traders positioned for the start of earnings season and a key inflation print, with rising oil prices adding to caution.

The concentrated reporting week puts capital markets and trading revenue versus rising funding costs at the center of the banking outlook.

Wells Fargo reports Tuesday, with attention on its crypto exchange partnership talks alongside quarterly results.

The Indian private lender's sharp profit increase came on stronger core income and improving asset quality.

The non-bank lender's results beat expectations on strong return on assets, though credit costs remain a watch item.

New data shows McDonald's is losing customers to Chick-fil-A and coffee chains just as it bets growth on chicken and beverages, making the strategy a competitiv

Faster-than-expected UK retail sales growth masks consumer caution ahead of the Budget, with rising fuel costs pressuring household spending.

The New York Fed estimate adds evidence that tariffs are feeding into consumer goods inflation as consumers' inflation expectations hit their highest since May.

Starbucks publicly denied a rumored buyout of Chipotle after reports it had explored a deal, with analysts weighing what a mega-merger would have meant for rest

US core retail sales extended their run of growth in September, a key input for the Federal Reserve's rate path.

Bank results, September inflation data and retail sales figures due this week will test record equity highs and shape Fed rate expectations.

The power equipment maker's stock fell on the quarterly miss even as management pointed to surging data center order intake as a driver of higher full-year guid

The dual headlines reflect continued scrutiny of Boeing's cash generation even as it books a large new order.

Two law firms are soliciting investors for a securities class action tied to Honeywell Aerospace Inc., the recently separated aerospace unit trading as HONA.

Analysts are weighing whether Caterpillar earnings can keep growing once dealer restocking ends, with a new North Carolina plant expansion in the mix.

The partnership extends GE Aerospace's defense engine franchise; Susquehanna set a $430 price target on the shares.

The site's automated storage and retrieval system is aimed at raising order capacity and cutting shipping times on the West Coast.

The EU strategic designation for Neo's Estonian separation plant supports a Greenland-to-Europe rare earth supply chain and highlights Neo's rights to up to 60%

Lynas, the largest rare earths producer outside China, is expanding processing capacity to serve non-Chinese supply chains.

The draft policy aims to scale domestic steel capacity roughly threefold, putting steelmakers including Tata Steel, JSW Steel, SAIL and NMDC in focus.

Divergence between spot uranium and producer equities suggests investors are weighing valuation and contract timing against the rally.

Record copper prices prompt analyst fair value upgrades for major miners including the two largest Australian producers.

Restocking hopes are supporting prices even as rising supply and soft Chinese steel demand weigh on the outlook.