Investors are questioning the leverage behind the AI buildout, driving a broad retreat from data-center-linked names and pushing the VIX above 22.

Fiscal 2026 deficit came in near $1.992 trillion, up 12%, as rising yields raise borrowing costs for households and the government.

A deal would mark a major SoftBank push into security services and one of its largest acquisitions since pulling back from large-scale tech bets.

A sharp drop in CoreWeave shares and bonds is testing lenders' appetite for AI-linked debt and widening the valuation gap between OpenAI and Anthropic.

The Treasury's fiscal 2026 tally shows the deficit widening even as debt service costs hit roughly $3 billion a day.

A record run in semiconductors reversed sharply, with the Philadelphia Semiconductor Index down more than 11% for the week.

Warsh's first major remarks as chair framed AI disruption and inflation control as the central policy tension for markets.

Renewed conflict risk around the Strait of Hormuz and Russian refinery strikes are feeding directly into US pump prices ahead of the midterms.

Huang's comments came after tech stocks lost roughly $1 trillion in market value in a single session.

The talent deal and Chapter 11 filing mark a stark end for one of the highest-profile AI companion startups.

The structure highlights how AI labs are tapping private credit as IPO valuation expectations cool.

The early-stage discussions were first reported by the Wall Street Journal.

Zelenskyy condemned the waiver, which suspends measures targeting Russia over its invasion of Ukraine.

Rice replaces Bela Bajaria as Netflix restructures content leadership and cuts roughly 1,000 roles.

Jamie Dimon's bank is drawing a line against third-party agents moving money after new AI assistant launches.

Surging refining margins are driving a record-high share price even as the company flags offsetting weakness elsewhere.

The launch marks Apple's debut in a foldable market dominated by Samsung and Google.