The disclosed revenue jump and compute targets gave investors a fresh reason to believe in the AI infrastructure buildout, lifting SpaceX and related AI names.

Musk called a combination a 'good idea' but said it is no sure thing, adding uncertainty to Tesla's already event-heavy earnings week.

The deal deepens Salesforce's marketing and customer engagement stack and sent Braze shares up about 51%.

Netflix cited intense competition and softer view hours growth while executives acknowledged the content executive shakeup.

Certification clears the largest Max variant for service, a key step for Boeing's narrowbody pipeline after increased safety scrutiny.

The surprise positive update eased AI server demand worries and pulled rival hardware names higher.

The orders are for export-compliant Nvidia hardware and reportedly far exceed the volume Nvidia can supply, underlining how Chinese demand and US export rules a

The global restructuring, tied to employee performance reviews and reportedly starting in November, comes as Qualcomm works to defend margins beyond its core ha

Micron, Sandisk and other semiconductor names bounced back from a bruising selloff as investors rotated back into the AI trade.

The upgrade argues Intel's shrinking market value and cost reset make the stock more attractive even as margin execution remains the key test.

Nvidia is pledging funding to German startups and partnering with the government on industrial AI under a broader European AI initiative.

Semiconductor-related trade and autos drove the gain, a sign that AI hardware demand is propping up Japan's export growth.

The deal extends Salesforce's push into AI-driven marketing and customer engagement, and sent Braze shares sharply higher while CRM slid on dilution concerns.

The collaboration applies Oracle's cloud and AI to the costly, slow process of identifying and enrolling trial candidates for drugmakers.

The bullish Bernstein estimates set a high bar for Microsoft's AI monetization ahead of its cloud-heavy earnings report.

Investors are scrutinizing Oracle's heavy borrowing to fund AI data center buildout, with Eisman noting roughly half its backlog comes from OpenAI.

Analysts are split on Workday as it balances AI product investments against enterprise software spending shifts.

The partnership deepens Cognizant's agentic AI services push on Google Cloud as IT services firms chase enterprise AI transformation work.

The reported figure underscores how much capital frontier labs are committing to compute as Anthropic prepares to go public.

The weak listing of the Korean data center infrastructure firm added to investor skepticism about the scale and returns of AI capex.

The rating agency's warning highlights how off-balance-sheet financing is fueling the data center buildout.

The deal would be the latest in a string of multi-billion-dollar compute agreements Anthropic has signed this year.

Korean equities have become among the worst-performing major indexes as AI capex concerns compound.

The directive cites national security concerns over DeepSeek products and services built on its technology.

Positive late-stage results revive hopes for FDA approval in erythropoietic protoporphyria after a prior regulatory setback.

Late-stage data for the next-generation obesity candidate supports Novo's pipeline as competition in the market intensifies.

The order raises the prospect of higher drug costs and supply chain shifts for import-dependent manufacturers.

The NPPA margin cap is expected to sharply cut oncology treatment costs in India while industry groups seek a broader pricing review.

Direct price cuts and growing supply are reshaping the economics of the US obesity market.

The move marks a retreat from one obesity pipeline asset as Pfizer reassesses its cardiometabolic strategy.

Brent and WTI spiked above $110 on tanker attacks and Hormuz shipping risk before reversing, leaving markets volatile as traders weigh conflicting signals on Ir

The agency's chief said the timing of any further reserve drawdown is up to individual member countries, with diesel given priority as refined product tightness

Benchmark European gas prices jumped to levels last seen in 2022 as Norwegian supply fell 12.6% in September, tightening the continent ahead of winter.

Healthcare shares led broad gains after a batch of strong corporate results and a pullback in crude, reversing earlier losses tied to AI-sector weakness.

Hormuz disruptions and Houthi attacks on Saudi infrastructure have strained LNG supply, pushing Asian spot cargo prices to multi-month highs.

The approval would expand domestic UK gas production as Europe contends with tight supply and elevated prices.

The pact would have Amazon buy power under a long-term contract, reviving a former Indiana coal site as demand from data centers grows.

Rivian's rise to the second spot from around tenth a year ago comes as sales at most other legacy automakers slow.

Tesla reports third-quarter results after the market close on October 21, with analysts watching margins, China demand, and the Cybercab.

The Vietnamese automaker posted a large continuing loss even as EV and electric scooter volumes surged year over year.

The buyback and unchanged profit guidance came alongside a negative market reaction to the automaker's quarterly results.

The requirement adds to growing scrutiny of data center power demand and its impact on state grids and emissions.

A broad selloff in defense shares points to investor concern that a Democratic sweep could stall the military spending buildup.

RTX raised its full-year outlook on strong aerospace and defense demand, with its backlog reaching $164 billion.

Northrop Grumman lifted its 2026 profit forecast on strong military demand and a record $110 billion backlog, sending shares up 6.6%.

Contractors are seeing record backlogs as the Iran conflict consumes US missile inventories, drawing political criticism of the industry.

The trip underscored US-Israel coordination on regional threats amid the ongoing Iran conflict.

Officials are assessing CENTCOM installation needs and future global posture, alongside planned Greenland base expansion.

Major banks are building blockchain-based settlement infrastructure to defend deposits against stablecoins and speed up payments.

The bank's earnings beat on profit but fell short on revenue, leaving investors cautious despite an ongoing growth push.

Solid quarterly profits from Wall Street banks have failed to lift share prices, which have slid for weeks on credit and macro worries.

A surge in trading activity drove a sharp revenue gain at Goldman, a key driver of big bank profits this quarter.

The application adds to a wave of trust charter requests that a banking trade group is challenging in court.

The findings intensify scrutiny of banks' account-closing practices and could shape pending regulatory action.

The joint membership undercuts Amazon Prime and Costco, bundling delivery and gas discounts as retailers fight for value-conscious shoppers.

The record seasonal hiring push comes as most other retailers pull back on holiday staffing.

The industry group projects solid growth even as consumers remain pressured by higher prices.

The grocery giant bets on price investment and store expansion to defend share against Walmart and Costco.

China's retail and industrial data topped expectations, though investment fell 7.2%.

The October event drove a large share of cross-retailer online spending during the period.

The engine maker posted Q3 revenue of $14.12 billion (up 16%), adjusted EPS of $2.25 and a 49% order jump, but the stock fell as costs and cash-flow concerns of

A law firm is soliciting Honeywell Aerospace investors after an earnings-driven share drop tied to a DOJ agreement, with Q3 results due and valuation debate bui

Boeing's quarterly results are due, and analysts expect a notable swing in the shares as investors weigh production and delivery trends.

Aerospace and defense contractors are raising guidance on strong aftermarket and military demand ahead of a heavy earnings week.

European industrials fell again on AI capex concerns and political turmoil in France, with the sector also facing Chinese competitive pressure.

The Semiconductor Industry Association called for closer government-industry cooperation on onshoring and stockpiling to shield chip supply from hidden vulnerab

Copper weakness at BHP's mines offset firmer iron ore, making the quarterly print a key read on global copper supply.

The project adds US rare earth processing capacity as Western governments push to cut reliance on Chinese supply.

Speculation about a Glencore approach revives questions over consolidation among the largest diversified miners.

Federal environmental clearance moves forward a low-emissions iron processing project tied to Korean steelmaker POSCO.

Tokyo's heightened focus reflects broader anxiety over Chinese dominance of rare earth processing and export controls.

EU funding for the rare earth processor underscores European efforts to build domestic magnet and materials capacity.