SpaceX signals $33B-$37B Q1 2027 revenue, targets 2.5-3 GW compute; revenue up 161%
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.
Seekingalpha · +5 outlets
Musk says SpaceX and Tesla exploring merger, with deal committees formed at both companies
Musk called a combination a 'good idea' but said it is no sure thing, adding uncertainty to Tesla's already event-heavy earnings week.
MarketWatch · +12 outlets
Salesforce to acquire Braze for $5.66 billion, or $47.50 a share in cash
The deal deepens Salesforce's marketing and customer engagement stack and sent Braze shares up about 51%.
CNBC · +14 outlets
Netflix Q3 beats but shares fall on Q4 slowdown and missed ad sales target for the year
Netflix cited intense competition and softer view hours growth while executives acknowledged the content executive shakeup.
CNBC · +8 outlets
Boeing's 737 Max 10 wins long-awaited FAA certification after years of delays
Certification clears the largest Max variant for service, a key step for Boeing's narrowbody pipeline after increased safety scrutiny.
CNBC · +14 outlets
Super Micro shares soar after preliminary revenue tops guidance, lifting Dell and HPE
The surprise positive update eased AI server demand worries and pulled rival hardware names higher.
MarketWatch · +8 outlets
Dow closes up 1.02% near 52,493 as healthcare stocks hit records and oil retreats
Wall Street rose as a broad earnings rotation into blue chips and healthcare offset weakness in tech and elevated crude prices.
The Times of India · +14 outlets
Oil whipsaws as traders weigh Middle East supply threats against US-Iran diplomacy hopes
Attacks on shipping and Saudi infrastructure pushed crude to multi-month highs before hopes of diplomatic progress pulled prices lower.
Investing · +13 outlets
US single-family housing starts plunge and permits hit 3.5-year low; builder sentiment at 14-year low
Housing data deteriorated across construction, sales and sentiment in September, complicating the Fed's rate calculus.
Reuters · +13 outlets
CoreWeave debt troubles ripple across the AI trade, pressuring neocloud and data center stocks
A bond rout and a weak Korean AI IPO raised questions about the financing underpinning the data center buildout.
CNBC · +6 outlets
GM plans $20 billion buyback, beats on Q3 but warns of bumpy 2027 and rising costs
The buyback accompanied a tightened profit outlook, and the stock fell as investors focused on cost pressures.
WSJ · +2 outlets
United Airlines slashes 2026 profit outlook on fuel prices, says bookings hold up
Rising jet fuel costs forced a lower full-year guide even as travelers kept booking despite higher fares.
CNBC · +12 outlets
Novo's next-gen obesity drug CagriSema shows 25% weight loss in women in late-stage analysis
The data strengthens Novo's case for improving on Wegovy as competition in the obesity market intensifies.
CNBC · +13 outlets
Anthropic in talks with Nscale on second multibillion-dollar data center deal
Anthropic's cloud commitments keep expanding, adding to scrutiny of its compute costs after a reported multibillion-dollar first-half loss.
CNBC · +13 outlets
US bans DeepSeek from government agency systems amid AI rift with China
The restriction escalates US-China technology tensions and adds compliance pressure for agencies using Chinese AI models.
CNBC · +13 outlets
Chip stocks slide then recover as AI jitters fade and investors rotate into value
Semiconductor names swung sharply as the longest chip selloff since 2006 tested positioning ahead of big tech earnings.
Yahoo Finance · +6 outlets
Google joins Amazon in challenging Nvidia's AI developer stronghold with TPU and Trainium tooling
Cloud rivals are courting PyTorch and app developers to loosen Nvidia's grip on AI training and inference.
TechCrunch · +1 outlets
Japan shifts to wage-driven inflation phase, finance minister says; exports miss badly
September exports grew 16.7%, well short of expectations, while officials framed inflation as increasingly wage-driven.
Investing · +2 outlets