Meta's split and new class are designed to let Zuckerberg fund AI investment without diluting his voting control.

Musk said a Tesla-SpaceX tie-up is a good idea while Tesla's Optimus robot production begins in California.

SpaceX's blowout quarter revived the AI and space trade, lifting chip and tech stocks broadly.

The penalty is one of the largest tied to user-privacy deception in the Cambridge Analytica scandal.

Futures pulled back after Wall Street's prior session gains, with investors digesting Meta and Tesla numbers.

Coordinated warnings urged rapid patching of widely used web software.

Chinese tech giants are rushing orders for Nvidia's export-compliant RTX Pro 5500 despite warnings that only a fraction of demand may be fulfillable under US cu

The Korean memory makers are reportedly advancing their Chinese plants to produce higher-end DRAM for AI data centers and defend share against Chinese rivals.

A 105% surge in early-October shipments, driven by semiconductors, bolsters the case for the Bank of Korea ahead of its rate decision.

Elon Musk says critical semiconductor toolmakers will speed deliveries to the Texas fab targeting volume chip output by late 2028, lifting Intel and Nvidia shar

Nine operators across EMEA plus Nokia, Super Micro and T-Mobile are adopting Nvidia-powered AI-RAN, opening a new growth market beyond data centers.

Chip and auto demand powered Japanese export growth, though the trade deficit widened, while the Nikkei rose over 1% on AI optimism.

SAP's first €10 billion quarter and 26% cloud backlog growth to €24.1 billion reinforce its AI-driven enterprise cloud transition and prompted a raised guidance

The 58% premium buyout of customer engagement platform Braze would extend Salesforce's AI marketing stack and sparked M&A expectations across software.

Hosting OpenAI models on Google Cloud deepens the AI provider-cloud tie-ups as enterprises seek multi-cloud access to frontier models.

A critical PHP flaw knocked sites offline in multiple countries and lifted cybersecurity stocks as agencies pushed rapid remediation.

IBM's results landed ahead of estimates while investors weighed its AI inference software pipeline and enterprise AI spending outlook.

The joint agent product targets AI agent security and helped drive ServiceNow's rally as its AI contract value topped $1 billion.

Gartner warns that AI data center investment will far outstrip the revenue it generates, and that most neocloud providers may not survive the shakeout.

SpaceX's AI infrastructure business drove third quarter profitability, but the company guided that capital spending could double again this quarter.

Super Micro's preliminary sales update revived confidence in AI server demand and lifted global semiconductor shares.

Meta's AI capital spending is accelerating ahead of its earnings report, setting the tone for other hyperscalers.

Anthropic's draft filing reveals soaring revenue alongside ballooning infrastructure spending and cloud partnership tensions.

The chip equipment maker's record results underscore how AI-driven demand is lifting the semiconductor supply chain even as bubble fears persist.

The next-generation combination readout is central to Novo's effort to defend its obesity franchise as price competition intensifies.

The move removes one of the larger challengers to Novo Nordisk and Eli Lilly in the obesity market and follows persistent investor questions about Pfizer's meta

Deep discounts on GLP-1 obesity drugs are reshaping the economics of the category for payers, patients and manufacturers.

The approval gives hepatitis B patients a therapy that in trials allowed a minority to control infection without ongoing medication.

The investment adds manufacturing capacity for Lilly's GLP-1 obesity drugs amid surging demand.

The recalls follow FDA warnings and heighten scrutiny of unapproved compounded weight-loss alternatives.

Brent and WTI hit five-month highs as Iran dampened diplomatic hopes and US inventories fell, keeping global supply risk elevated.

Shipping in and around the Strait of Hormuz faces escalating attacks, driving freight and LNG costs sharply higher.

Global oil transport costs have jumped from $3 to $20 per barrel as the Hormuz crisis fuels a shipping squeeze that may persist.

The UK greenlit its first new North Sea gas project since the Iran war lifted energy prices, drawing environmental opposition.

The IEA said it stands ready for another coordinated emergency stock release, with diesel supply the priority as fuel markets tighten.

The American Petroleum Institute reported a 4.93 million barrel draw, extending steep inventory declines and supporting crude prices.

Tesla's quarterly results beat adjusted profit estimates even as automotive revenue slipped and profit fell year over year, with margins recovering on lower cos

Both companies have set up special board committees to weigh a combination, a move that would dilute shareholders of the combined entity.

Rivian jumped from 10th to second place among US EV brands as the R2 arrived and its Q3 sales rose 46% while the broader EV market fell 40%.

The latest delay extends a long-standing promise to Full Self-Driving buyers and ties unsupervised operation to geofenced robotaxi areas.

Tesla's plan to sell a steering-wheel-free vehicle to consumers raises questions about its usefulness before self-driving software is widely available.

Battery deployments rose 10% to 13.7 GWh but energy generation and storage revenue dropped to $2.88 billion, reflecting tariff-related customer refunds.

Both primes beat Q3 estimates and lifted guidance as rearmament demand drove record backlogs.

Northrop cited strong demand across defense and space and said growth should accelerate next year.

Ukraine pressed for expanded F-16 maintenance sites and Patriot interceptor supply amid a shortage.

The fleet plan has F-35s making up 40% of the force and F-47s replacing F-22s; a new F-16 build is under consideration.

RTX reported record backlog and raised its 2026 outlook on aerospace and defense demand.

Investors weighed the prospect of a Democratic victory and budget uncertainty on defense equities.

Regional and large bank shares have fallen sharply over recent weeks even as third-quarter results beat expectations, prompting debate over what is driving the

The rule prohibits stablecoin issuers from paying yield directly to customers but leaves third-party yield arrangements to case-by-case review.

Wall Street banks are pursuing tokenized deposits as a new revenue stream, a theme that surfaced repeatedly on third-quarter earnings calls.

Wells Fargo's third-quarter earnings beat drew mixed analyst reactions, with Morgan Stanley raising its target and Citigroup cutting its own.

Lenders are restricting third-party AI agents from transacting on customer accounts, citing risks to deposits and oversight.

Bill Demchak said letting AI agents transact on customer accounts could mess with people's lives, even as PNC invests heavily in internal AI.

The combined membership offers nearly $100 in savings on delivery and gas perks as Walmart leans into value-conscious shoppers ahead of the holidays.

The e-commerce giant is raising US holiday staffing by 20% versus the past three seasons while much of the rest of retail holds back on seasonal hiring.

The split strategy could shape how third-party AI agents mediate product discovery and purchases at the two largest US retailers.

The trade group's outlook points to resilient consumer spending even as shoppers stay value-focused amid higher prices.

The mass merchant is leaning into value-focused gifting and AI assistants for its second holiday season with ChatGPT-based shopping.

Preliminary figures show the sportswear maker taking significant share from Nike as it raises its outlook.

Engine aftermarket demand drove the beat and higher guidance, but rising costs and an insurance loss pushed the stock lower, testing the post-spin industrial na

The quarter is a checkpoint on whether the industrial conglomerate's automation push can offset softness as it reshapes its portfolio.

Analyst caution builds into Boeing's results, with options pricing a mid-single-digit move and expectations of negative earnings.

Options activity points to a wide expected swing as investors position for the power equipment maker's quarterly update.

The additions deepen Apple's domestic sourcing commitment tied to its multi-year U.S. manufacturing investment.

The finding raises national security concerns about a critical defense input with no domestic production capacity.

The copper decline overshadowed record iron ore output, weighing on BHP shares and reviving concern about copper supply growth.

Beijing's restrictions on rare earth exports to Japan have heightened supply security worries across the electronics and magnet supply chain.

Iron ore's slide below prior-year lows reflects weak steel demand and swelling port inventories despite mixed Chinese economic data.

Vale's warning underscores how cost inflation is reshaping the economics of seaborne iron ore supply as prices slide.

Fortescue's caution highlights the exposure of Australian iron ore miners to stalled pricing negotiations with Chinese buyers.

Anglo kept guidance intact even as copper output fell 5%, iron ore 4% and diamonds 11% in the quarter.