Investors tempered Anthropic IPO valuation expectations over slowing revenue growth, deepening a global selloff in AI hardware names including Nvidia, AMD, SK H

The hot producer price reading keeps affordability in focus ahead of the midterms and stokes expectations the Fed could tighten again.

The Dow rose over 500 points while dropping Treasury yields and defensive sectors drew buyers fleeing the chip-led AI selloff.

Rising hedging costs on CoreWeave signal strain in AI-linked credit as investors scrutinize neocloud financing.

Nvidia, Apple, Broadcom and AMD are competing for limited TSMC capacity even as the foundry's profit hits a record on AI demand.

A bipartisan coalition of state attorneys general alleges the chatbot harmed users, adding to legal and regulatory pressure on AI developers.

A broad retreat in semiconductor stocks erased roughly $2 trillion in value as investors questioned the financing behind the AI buildout, with South Korea espec

TSMC beat estimates on 'extremely robust' AI chip demand yet its CFO flagged margin pressure, sending shares lower despite the record quarter.

ASML's record results and 'sold out' outlook signaled that AI-driven lithography demand will outstrip planned capacity for years, though its stock still slid.

The memory maker is seeking US approval to ship more tools to its China facility in exchange for building a new US plant, testing export-control policy.

Two workers died at Intel's Kiryat Gat fab in an explosion police suspect was caused by a gas cylinder malfunction, with output impact still unclear.

Huang's public support lifted CoreWeave shares after a sharp selloff driven by worries over AI-related debt at the Nvidia-backed cloud provider.

Oracle's selloff tied to rising Treasury yields after hotter inflation data and renewed scrutiny of the debt funding its AI data center buildout; S&P recently d

Analysts split on Workday after it outlined an AI growth strategy and struck a major Anthropic partnership, with UBS trimming its price target while Needham and

The denial followed reports of deal interest in the AI customer support startup, a day before ServiceNow traded lower in the broader software selloff.

The October update is the first official one for Windows 11 26H2 and marks the end of support for Windows 11 24H2 Home and Pro.

Microsoft's cloud and enterprise AI businesses continue to drive the company's valuation, though the shares recently entered a bear market on the pullback.

The monthly patch cycle addressed a critical flaw in SAP's Python software development kit alongside other issues.

The results underscore that AI accelerator demand remains the dominant driver of semiconductor revenue, even as TSMC shares fell amid broader AI financing worri

The episode has become the market's main test of whether AI data centre expansion can be funded at current borrowing costs.

The forecast adds a marquee analyst voice to concerns that AI infrastructure spending is outpacing the revenue needed to justify it.

The rout hit memory and logic names alike, with US chip stocks seeing large paper losses as investors questioned AI spending durability.

Credit markets are repricing AI-linked borrowers, a shift lenders say could constrain the sector's next phase of expansion.

Fink's comments frame AI capex as a pillar of US growth, while separately arguing AI-driven GDP gains could offset high federal debt.

The order escalates trade pressure on drugmakers even as the administration delays a separate rule that could restrict imported medicines from Canada and overse

The deal adds AI-designed multispecific proteins to Zealand's obesity pipeline, though some analysts question the structure and near-term impact.

The pricing deal is projected to save $64.3B over 10 years, with Eli Lilly lowering prices and Novo Nordisk expecting demand to keep rising.

Positive late-stage data lifts psychedelic-therapy names as the sector draws renewed policy attention.

Epe's half-price launch, expected in November at about 130,000 won for the first month, pressures established obesity drug pricing in Korea.

The approval broadens the label for ImmunityBio's Anktiva months ahead of deadline, covering patients whose cancer persists after earlier treatment.

The International Energy Agency says the world is drawing on thin middle distillate stocks that may not be replenished until 2027, lifting refining margins shar

Energy-driven price pressure ahead of the midterms adds to expectations the Federal Reserve may keep rates higher for longer.

All 21 crew were evacuated before the Singapore-flagged vessel sank, intensifying shipping risk through the world's key oil chokepoint.

Reports that Washington may lift sanctions on tankers carrying Venezuelan, Russian and Iranian oil eased supply fears that had pushed crude above $100.

Members are debating how quickly to release emergency inventories to cool diesel and crude markets.

The large surprise draw from the American Petroleum Institute points to continued market tightness as fuel markets squeeze consumers.

The long-promised Roadster reboot arrives into a cooling global EV market that has shifted toward cheaper models and Chinese brands.

The pullback was driven by a 44% drop in North America even as Europe posted a record September, shifting the center of EV growth.

Megacasting and cell-to-body integration problems mean Volvo will prioritize Europe and leave US dealers short of the EV into 2027.

The deals illustrate how data center demand is pushing utilities toward unconventional generation and large transmission builds.

The arrangement shows hyperscalers turning to existing nuclear plants to secure firm, carbon-free power for AI loads.

The federal crash reports raise questions about how much Tesla's robotaxi service depends on human remote assistance.

The tender offer underscores how quickly private defense-tech valuations have climbed amid surging demand for autonomous systems.

The request signals a major funding push to scale autonomous and robotic systems across the Pentagon.

The award is one of the largest recent missile defense contracts as demand for interceptors rises.

The deal expands Anduril's role in the Army's flagship battlefield command and control software program.

The new interceptors target rising demand for air and missile defense in Ukraine, Europe and against hypersonic threats.

The launch marks Anduril's expansion into the interceptor market long dominated by traditional primes.

The Office of the Comptroller of the Currency reviewed account-closing decisions at nine lenders including JPMorgan, Bank of America and Wells Fargo and alleged

Regulators penalized BofA for failing to properly monitor trillions of dollars in transactions, compounding a quarter in which net income fell and the stock sol

Goldman's equities traders drove a blowout quarter even as credit and rates results missed, and the bank led rivals in third-quarter share sale revenue.

Solid consumer results and lower loan losses lifted profit, but weaker net interest income and revenue left the stock under pressure.

Citi posted its best third quarter in a decade with $23.8 billion in revenue, though cautious guidance and a falling share price overshadowed the beat.

The largest US bank lifted its net interest income guidance even as quarterly revenue came in below expectations.

The September retail sales report beat expectations, but economists noted that gasoline station receipts drove much of the gain, signaling softer underlying con

Wholesale inflation accelerated sharply in September, complicating the outlook for consumer prices and interest rates ahead of the midterms.

The National Retail Federation projects record holiday spending, with wealthy shoppers expected to drive growth while inflation also lifts nominal sales.

Toy costs are climbing into the holiday season, adding to consumer price pressure from tariffs and geopolitical supply disruptions.

Retailers are grappling with rising theft, which weighs on margins and store operations.

Weakening luxury demand points to a more cautious affluent consumer even as overall retail sales hold up.

The explosion killed workers at an Intel facility and investors are assessing whether production will be disrupted.

The project is aimed at expanding domestic chip capacity for automotive and industrial customers while strengthening supply chains.

The power equipment maker's quarterly results disappointed even as management pointed to surging data center demand.

The company calls it the world's largest semiconductor equipment and process technology R&D facility.

Analysts remain uniformly constructive on the planemaker as it approaches its third-quarter report.

Multiple analyst actions ahead of the report point to a softer quarter for the industrial conglomerate.

Benchmark iron ore slid to a two-year low as Chinese steel demand softens and global supply rises, pressuring major Australian producers.

BHP is cutting hundreds of roles across its Western Australian iron ore operations, citing mounting costs and softer market conditions.

Washington is considering large-scale funding to build alternative rare-earth supply chains and reduce dependence on Chinese processing.

Precious metals slipped after US inflation data reinforced expectations that the Federal Reserve will keep rates elevated.

Cameco reported an unexpected loss even as uranium prices climbed to their highest level in 19 years.

The Indian firm will build a rare-earth magnet facility in Andhra Pradesh aimed at reducing the country's import reliance.