The deal would extend Anthropic's cloud build-out while Nscale faces investor pushback over its IPO valuation amid AI-related concerns.

Strong foreign demand for Chinese tech goods offset sluggish consumer spending, though the export boom masks weakening domestic conditions.

Concerns are growing that neocloud debt tied to AI build-outs could spread problems across the broader market.

The fundraising push signals escalating capital needs across frontier AI labs as competition for compute and investors intensifies.

Kalshi traders now see Anthropic as the year's last big IPO, and the company is committing 5% of shares to a public benefit fund that could address AI job disru

The Nasdaq and S&P 500 rose as chip and AI names recovered while the Dow slipped and Treasury yields rose, setting up a heavy week of Big Tech earnings.

Semiconductor shares rose Monday as analysts framed the prior week's rout as a buying opportunity and the sector's worst losing streak in over 20 years appeared

The upgrade, tied to improved execution and AI workload support, helped lift Intel shares as the analyst turned less bearish on the chipmaker.

The 2 trillion won program cuts supplier borrowing rates by up to 2.5 points as Samsung expands its own support for partner firms.

Samsung is said to be tapping TSMC for Nvidia's next-generation memory, linking the two foundry rivals in the AI supply chain.

Taipei's proposed export controls and US investment plan respond to tightening scrutiny of advanced chip flows to China.

AI chip and broader export growth drove the expansion while domestic household spending remained weak.

The delay to a gas pipeline feeding a New Mexico AI data center and a force majeure notice have intensified concerns about Oracle's AI buildout financing and ex

Rising debt, a roughly $70B capex plan and funding costs tied to AI data centers are drawing scrutiny even as some investors stay bullish.

Upcoming results from Meta, Microsoft, Alphabet and TSMC will test whether massive AI capital spending can be justified after a broad tech selloff.

Figma's disclosure of rising AI expenses renewed fears that agentic AI will pressure software business models and margins.

ServiceNow's new AI Passport product launch lands as investors focus on the company's earnings report and its AI monetization path.

Google Cloud growth and AI chip demand are the key metrics investors will watch when Alphabet reports on October 28.

The rapid buildout of US AI data centers is meeting financing, cost and delay pressures that could slow the capex cycle that has driven chip and cloud stocks.

TSMC's record quarter underscores that leading-edge AI chip demand still outstrips supply even as investors question the durability of the buildout.

Upcoming results from hyperscalers and semiconductor suppliers will be read as a verdict on whether AI spending can keep pace with expectations.

Analysis of the pipeline suggests many announced projects lack the financing and demand commitments needed to actually get built.

The estimate highlights how far ahead of cash generation the largest cloud operators' AI investment plans now sit.

The pledge, contrasted with Elon Musk's call to donate directly, puts AI governance and corporate structure in the spotlight ahead of a potential listing.

India's drug pricing regulator NPPA limited trade margins on 137 anti-cancer medicines, a move industry groups met with mixed reactions and which Karnataka said

The late-stage win for the Roche-originated rare blood disease drug sets up an FDA resubmission after a prior rebuff, sending the stock sharply higher.

The move removes one of the larger challenger programs from the obesity pipeline race dominated by Lilly and Novo Nordisk.

The advisory outcome affects which peptides compounders may legally produce, an area under scrutiny amid demand for weight-loss and wellness peptides.

Positive late-stage results for the CRISPR-based therapy lifted the shares, and Cathie Wood's ARK bought more of the name.

An accelerated approval filing could give the company a faster path to market in a disease with few treatment options.

A US waiver of some Russian oil and gas sanctions, tied to a diesel export arrangement, eased supply fears and pushed crude lower even as Middle East tensions p

A pullback in crude prices and volatile tech shares drove mixed-to-lower Asian equities while aiding bonds and US futures.

Futures rebounded as the semiconductor selloff cooled, with investors watching a heavy week of AI-related earnings.

The agency moved to release emergency crude and diesel reserves to ease tight fuel markets amid supply disruptions.

Disruptions around the Strait of Hormuz are raising vessel fuel costs and pushing freight rates high enough to force producers to cut crude differentials.

Venezuela's acting president said the country expects about $76 billion of energy investment, and roughly 324,000 jobs, over the next five years.

If developed, Amazon would buy power from up to 12 small modular reactors under a long-term contract covering construction and operating costs.

Hybrid sales rose between 3Q25 and 3Q26 while battery electric volumes stayed below pre-credit-expiration levels after the federal EV tax credit lapsed.

The Vietnamese automaker posted sharply higher revenue alongside a wider loss in its unaudited second-quarter results and earnings call.

Voltus's CEO compared bring-your-own-new-capacity contracts to the power purchase agreements that scaled utility solar and wind.

The move could ease a backlog that has stalled generation additions amid surging demand from data centers and electrification.

The rule adds a state-level siting condition for large data center loads as power demand from AI computing climbs.

Investors fear a Democratic win in both chambers could stall the Trump administration's planned military spending increases, hitting primes and the wider sector

Kyiv is seeking accelerated interceptor shipments and domestic depot-level F-16 maintenance as its air defense stocks run thin.

Zelensky's complaint and reports of sharply depleted US Patriot and THAAD inventories point to a broader shortfall in interceptor supply.

The deal expands Elbit's rocket artillery footprint in Europe as demand for long-range fires grows.

The multiyear arrangement aims to lift production of the low-cost precision munition used against drones and light targets.

The two companies are moving toward commercial launch of unmanned vessels for naval operations.

Wells Fargo drew cautious response to a quarter where earnings beat but revenue fell short, while the bank lifted its dividend and its CEO pointed to growth mar

JPMorgan is expanding JPM Coin onto a public blockchain, part of a broader Wall Street push into tokenized assets as a new growth area.

Despite reporting over $36 billion in combined profits, large US bank shares have slid for weeks, a disconnect analysts attribute to rate and credit risk concer

Goldman's trading unit posted a sharp revenue gain as Wall Street banks overall delivered a solid quarter, according to Moody's.

A regulator's review documented account closures at large banks, amid separate investigations into accusations of political and religious discrimination.

Commercial real estate loan pressure is moderating, though lenders are booking higher write-offs and rising bad-debt provisions.

The National Retail Federation expects holiday spending to surpass $1 trillion as consumers absorb higher prices, with seasonal hiring expected to stay muted.

China's industrial output and retail sales both beat expectations in September, though consumer spending remains soft relative to booming exports.

The next-gen facility uses an automated storage and retrieval system to expand order capacity and speed West Coast shipping.

Converse and Jordan Brand are both down double digits, alongside weakness in China, complicating Nike's recovery effort.

AI grocery pricing practices are drawing scrutiny for their impact on lower-income shoppers and Latino families in particular.

The Korean beauty brand's Costco rollout marks a major North American offline expansion for parent company APR.

GE Aerospace is due to report Q3 results on October 20, with growth expected in its core engine business even as analysts flag uncertainty about the aftermarket

Boeing is pushing for 737 MAX 10 certification before its earnings report while the FAA reviews MAX software, after the planemaker averted a strike.

Defense contractors RTX and GE Aerospace headline a wave of aerospace and defense earnings, with demand running strong across the sector.

Honeywell is set to report third quarter results, with Mizuho trimming its price target to $255 from $265 ahead of the print.

Deere is bracing for a weaker agricultural equipment market, with Wells Fargo maintaining its $750 price target on the stock.

European industrial names are under pressure from a second wave of Chinese export competition, with investors watching for tariff developments and Russia-Ukrain

BHP's quarterly report showed iron ore and coal delivering while copper lagged, and management set out a long-term target to double Australian copper output by

Rising Chinese port inventories and soft spot buying pressure iron ore prices, though steel output gains and China GDP growth have offered some support.

The steelmaker's third-quarter results beat expectations, lifting shares and drawing attention to US steel peers.

The court ruling removes a sizable tax and mining levy overhang tied to an iron ore block for India's JSW Steel.

Analysts flag copper supply constraints as a key risk for the energy transition, with UBS publishing its preferred picks.

BMI lifted its coking coal price outlook as supply-side risks tighten the seaborne market.