Renewed questions about whether massive AI capital spending will pay off, plus rising oil prices on Middle East risk, drove a broad technology selloff and a fli

Meta's Q3 revenue topped estimates, but investors focused on rising AI-related costs, negative free cash flow and widening credit-default-swap prices.

Investors rotated into government debt amid the equity selloff and surging oil prices, with the 10-year yield touching its lowest level in nearly a month.

Supply concerns tied to Middle East conflict and soaring tanker rates pushed oil toward Iran-war highs, with American Airlines warning airfares will not return

The South Korean chipmaker shelved the US listing amid market volatility and shareholder concerns over valuation.

Micron and other semiconductor names sold off after Lam Research cited supply-chain constraints and Tesla trimmed its spending outlook, raising doubts about AI-

A broad semiconductor selloff hit chipmakers after AI infrastructure suppliers flagged tight supply, reviving doubts about the pace of AI data center spending.

TSMC is seeking alternative motors and components to reduce exposure to China's dominance of rare earths and permanent magnets as export controls threaten fab o

Huang warned the US must take China seriously and not underestimate its AI and chip progress, comments that landed as AI chip export controls pressured Nvidia s

Meta is running production AI on Google TPUs via new open-source engines, a development that threatens Nvidia's dominance in AI accelerators.

Tesla and SpaceX are targeting volume chip production in Texas by late 2028 alongside a massive AI compute buildout, with Nvidia shares jumping after hours on t

Huang's remarks on ballooning demand for GPU cloud capacity came as CoreWeave shares continued to slide amid investor funding concerns.

SAP's cloud backlog of €24.1 billion and AI-driven migration demand eased investor fears that generative AI would disrupt enterprise software incumbents, though

The deal extends Salesforce's marketing and customer engagement stack with Braze's real-time messaging platform, and analysts see it as a shift from AI defense

IBM's software-led beat and higher outlook signal that enterprise AI and hybrid cloud spending is holding up, though shares slipped after hours.

Oracle has fallen sharply in 2026 amid concerns about the debt funding its AI data center buildout, even as several analysts reiterate bullish ratings ahead of

Hosting OpenAI's models on Google Cloud alongside offerings from Microsoft and Amazon shows the three cloud giants competing to distribute frontier models, with

The reported incident during internal use raises questions about alignment monitoring for the most capable frontier models.

Investor anxiety that massive AI infrastructure spending will not pay off, compounded by Middle East conflict, drove the steepest declines in chips and AI-linke

Meta's spending commitments for AI infrastructure climbed toward $825 billion, rattling investors and reigniting the broader AI bubble debate.

The round would make OpenAI the most highly valued private company ever and sets up a public listing.

The gap between AI data center investment and plausible revenue is fueling warnings that the buildout is financed on assumptions rather than cash flows.

The lower spending plan, alongside Q3 margin and profit figures, raised questions about the pace of Musk's AI and robotics ambitions.

Semiconductor names bore the brunt of the risk-off move tied to AI spending fears and a supply warning.

The detailed Phase 2b data for the individualized neoantigen therapy support a treatment that pairs mRNA with Keytruda, a closely watched test of mRNA beyond in

The next-generation combination readout sets up Novo's answer to Lilly's retatrutide and supports obesity-focused ETF interest.

The price cut intensifies competition with Eli Lilly and reflects pressure from compounded alternatives and payer scrutiny.

The nod extends the complement inhibitor franchise into a rare kidney disease with limited approved options.

The manufacturing investment is aimed at easing capacity constraints for Lilly's incretin franchise amid surging demand.

The decision removes one of the larger pharma entrants from the oral obesity race and raises questions about its metabolic pipeline strategy.

Renewed strikes on Saudi facilities and hints of US action on Iran lifted crude to a five-month high, reviving fears of Gulf supply disruption.

Global equities fell on revived doubts about AI spending and a jump in crude, with Meta-related tech weakness driving the steepest declines since mid-year.

Riyadh is exploring foreign storage arrangements and evacuated Aramco's headquarters after a wave of Houthi attacks raised supply-security concerns.

Thin global crude stockpiles leave markets vulnerable to a sharper price spike if Middle East disruptions persist.

Shell, PETRONAS, PetroChina, Mitsubishi and KOGAS sanctioned the FID to double the facility's output amid Asian demand for non-Gulf supply.

Brussels will shun Arctic-produced crude and gas and urge that reserves remain undeveloped under its new Arctic policy.

Tesla's third-quarter results showed flat revenue near $28B, a sharp profit decline and weaker regulatory credit income, though automotive margins improved and

Tesla says it will begin handing Cybercab robotaxis to customers before year-end, even as regulators scrutinize the vehicle that lacks a steering wheel and unsu

The two companies controlled by Elon Musk have taken a first formal step toward a combination that would dilute Tesla shareholders, a deal that has drawn critic

Tesla's latest unsupervised Full Self-Driving timeline slips again, and the company says it is now building its own maps after years of dismissing them, while l

The reduced capital spending forecast followed a quarter in which Tesla said battery supply, not demand, limited vehicle volumes and its car backlog reached a f

Rivian jumped from tenth to second place in US EV deliveries, a reshuffling of the market as its cheaper R2 model reaches customers.

The decade-long framework covers production and sustainment and includes $7B in private investment, but still requires congressional approval and funding.

Strong missile and F-35 demand lifted quarterly results and full-year outlook, sending LMT and peer defense stocks higher.

RTX reported a growing defense backlog alongside commercial aftermarket strength, prompting an upward revision to full-year guidance.

Northrop cited new F-35, B-21, Sentinel and Virginia-class work as it lifted its outlook and reported a record backlog.

Production constraints on Patriot interceptors are drawing scrutiny as demand outpaces supply.

The fleet plan calls for F-35s to make up about 40% of combat-coded fighters, with F-47s replacing F-22s.

Banks are scrambling to block unvetted AI agents from customer accounts amid fears of deposit flight and new agentic-AI supervisory questions from regulators.

Investors are punishing bank shares despite solid quarterly results, with analysts citing credit concerns, deposit pressures and valuation resets.

The framework bans stablecoin issuers from paying yield directly but leaves third-party yield arrangements to case-by-case review, shaping how banks enter digit

Wells Fargo's quarterly earnings growth drew analyst commentary and fund position changes as investors weighed the bank's outlook.

Analysts are parsing what big bank results say about the economy, trading revenue and rising AI-related costs across Wall Street.

The fresh issuance signals continued heavy bank funding activity as lenders lock in capital ahead of rate uncertainty.

The mass retailer published agent terms and a new Agent Profiles feature letting customers delegate purchases to third-party AI assistants, a contrast with Amaz

The record seasonal staffing plan signals Amazon's expectations for holiday demand even as other retailers hold back on hiring.

The New York flagship revamp is being positioned as a testbed for merchandising and design changes the retailer may spread across its chain as big-box stores co

The results offer early evidence the food giant's restructuring and brand overhaul are stabilizing growth.

The marketplace is restructuring again as it seeks to run leaner amid uncertain consumer spending.

The preliminary figures highlight how much ground Nike's turnaround still needs to recover in sportswear.

Honeywell's first results since spinning off its aerospace operations beat estimates and lifted full-year EPS guidance to $8.40-$8.45, driven by data center and

Power equipment and electrical suppliers sold off sharply as investors questioned whether AI-driven capital spending can be financed, dragging Vertiv and Eaton

GE Aerospace reported record quarterly results with a higher services outlook, but margin pressure and a $300 million 2027 GE9X headwind weighed on the stock an

The framework agreement still needs Congressional approval before it can be finalized.

Boeing's upcoming third-quarter report is framed by scrutiny of delivery targets and revenue growth, with Morgan Stanley trimming its price target to $225.

The launch extends Nvidia's AI infrastructure lineup amid rising demand for large-scale data center deployments.

The Australian miner says an unresolved pricing standoff with Chinese buyers could force full-year output reductions and hit profit, sending shares to a 16-mont

China's state-backed iron ore buyer tightens the market and strikes a new supply deal with Rio Tinto while reshaping pricing influence from Japanese to Chinese

TSMC is seeking rare earth-free factory equipment while China defends its export curbs on Japan, spotlighting supply-chain risk for chipmakers.

Benchmark iron ore prices slid below prior-year lows as port inventories built up and analysts predicted steeper declines, with rising costs making 10% of seabo

The diversified miner's iron ore output slipped 4% in the third quarter but it remains on track for 2026 targets despite setbacks.

The US steelmaker's stronger results suggest stabilizing automotive demand even as broader steel and aluminum earnings send mixed signals.