Renewed skepticism over AI capital spending and a jump in oil prices pushed the major indexes sharply lower, with the Nasdaq posting its worst session in months

Oil's surge to its highest since April is stoking inflation fears and lifting fuel costs for airlines and consumers as investors weigh the risk of fresh U.S. st

Doctors called the first Phase 3 data for a cancer vaccine a major clinical advance, even as Moderna shares fell on questions about the long-term durability of

The change follows a security overhaul at the company and disclosure of a flaw in widely used software, underscoring rising concerns about model training risks.

The reported round, led by UAE investors, comes as rival Anthropic races to price its own IPO before a holiday dealmaking slowdown.

The company is taking a $336 million restructuring charge and said the cuts are meant to prepare for AI, sending shares lower despite the raised outlook.

The foundry is seeking alternative motors and components to reduce exposure to China's grip on critical minerals and permanent magnets used in chipmaking tools.

Nvidia's CEO warned Washington not to underestimate China's ability to manufacture at scale, as Huawei and DeepSeek narrow the AI chip ecosystem gap.

A broad AI trade selloff and Apple's iPhone momentum let Apple retake the top valuation spot from Nvidia.

AMD, Nvidia and Micron shares fell amid investor worries about the durability of AI infrastructure spending.

Google's TPUs now serve production AI workloads at Meta via open-source PyTorch engines, marking the first time the chips have been sold to outside customers.

Experts say the verdict's bigger implication is who controls the compliance test suites custom chips must pass before shipping, with RISC-V seen as a long-term

SAP's cloud ERP momentum and AI narrative lifted the stock even as management flagged pressure on Q4 orders.

IBM's software-led beat and higher free cash flow guidance signal enterprise software demand holding up despite broader deal delays.

Wall Street surveys pointing to stronger security budgets are driving a broad rally across cybersecurity names.

Oracle's AI infrastructure commitments and investor-day plans are drawing scrutiny of its debt-funded spending as shares swung sharply.

Adobe shares rebounded from a selloff as analysts debated whether its fundamentals and AI risk are fully priced in.

Ahead of Q3 results, analysts raised ServiceNow price targets and the stock advanced even as the broader market declined.

A broad selloff in chip and AI-linked stocks reflected investor anxiety that the trillion-dollar capex boom may not generate commensurate returns.

Meta's disclosed forward commitments and capex outlook erased tens of billions in market value and dragged data center suppliers like GE Vernova, Vertiv and Eat

A completed round at that valuation would make OpenAI the most highly valued private company ever.

Tesla's capex reversal intensified the debate over whether AI infrastructure spending is peaking, weighing on chip demand expectations.

Growing local opposition to data centers is emerging as a political risk for AI stocks heading into the US midterm elections.

The policy change comes weeks after an OpenAI engineer said cutting models off from the internet would not work.

Full data from the Merck-Moderna mRNA-4157 melanoma trial confirmed the vaccine cut recurrence or death risk, a key validation for mRNA cancer therapy.

The pricing announcement is projected to save $64.3B over 10 years and follows a broad push to lower GLP-1 costs for US patients.

The FDA lifted its clinical hold on Aardvark's ARD-101 for Prader-Willi syndrome, but mixed exploratory Phase 3 HERO data and mounting class actions left the st

Ultomiris becomes a new treatment option for adults with primary IgA nephropathy, expanding AstraZeneca's rare disease franchise.

Pfizer's decision to stop work on an obesity candidate adds to questions about its ability to compete in the crowded GLP-1 market.

A generic entrant into the GLP-1 market signals the start of price competition among weight-loss drugs.

Brent and WTI crude rallied to five-month highs as escalating attacks on Saudi Arabia and signs of a possible U.S.-Iran confrontation stoked fears of Middle Eas

The administration is using Cold War-era emergency authority to direct $150 million toward refiners as gasoline and diesel prices surge ahead of the midterms.

The emergency drawdown, the reserve's lowest level since 1982, is aimed at keeping crude flowing to a Louisiana refinery amid supply disruptions.

Rising crude prices and renewed concerns about AI capital spending pulled major indexes lower, with the Dow down more than 600 points.

The IEA warned the EU is entering winter with the lowest gas reserves on record even as the UK ruled out shortages and approved a controversial gas field.

A six-month U.S. waiver allowing Russian diesel onto global markets is bringing the first Baltic cargo to New York to ease fuel prices.

Tesla's earnings showed recovering automotive margins but sharply lower profit, with carbon credit sales and revenue under pressure.

The large nuclear-backed power agreement reflects surging data center electricity demand.

NextEra remains on track to close its Dominion Energy merger in the second half of 2027 despite Virginia political opposition.

Tesla is aiming to hand Cybercab robotaxis to customers by year-end, though most vehicles would remain company-owned.

The lowered capital spending forecast in Tesla's Q3 10-Q signals tighter investment plans amid shifting product timelines.

GM Ventures is investing in Peak Energy as the automaker bets on lithium-free cells for grid-scale projects, not EVs.

The tentative framework covers F-35 production and sustainment over a decade and includes $7 billion in private investment, though it still needs lawmakers' app

Missiles and F-35 work drove a strong third quarter and a raised forecast, sending Lockheed shares up about 9 percent and lifting the broader defense sector.

The RTX CEO credited strong execution and the company plans to increase missile production under Pentagon contracts as order backlogs grow.

Northrop's record backlog is driven by F-35, B-21, Sentinel and Virginia-class programs, reflecting a broad ramp in US defense demand.

The valuation underscores the scale investors now ascribe to privately held defense technology firms.

Long Wall is matching the Missile Defense Agency's funding with its own capital to continue developing the Cyclops interceptor.

A report that unvetted third-party AI agents have been logging into customer accounts at JPMorgan, Bank of America and other large banks is driving lenders to b

JPMorgan CIO Lori Beer and Goldman Sachs' Marco Argenti framed risk-and-innovation balance as central to bank AI plans, while Goldman partnered with Anthropic t

Woori Financial Group reported cumulative nine-month net profit of 2.66 trillion won and said it will continue tax-free dividends even as quarterly profit was t

Roughly 60% of the reductions are expected in support functions including developers, with the bank citing AI-driven productivity gains.

Hana Financial Group's record nine-month profit comes with plans for its largest share buyback and cancellation, underscoring strong Korean bank capital returns

A steep pre-earnings selloff in bank shares raises questions about whether a broader credit or sentiment crisis is brewing.

Warm weather and Budget-related caution curbed autumn apparel and food spending, denting the pound and FTSE 100 while complicating the Bank of England's rate pa

Weakening demand even among Chinese luxury shoppers is pressuring the Gucci owner and the wider high-end sector.

The rebound across all nine sectors ahead of the Bank of Canada decision supports expectations that rate cuts can proceed gradually.

The move sets terms for automated purchasing and contrasts with Amazon's more restrictive stance on third-party shopping agents.

The marketplace giant is cutting across all regions where it operates as it restructures.

The board addition is part of the athletic retailer's agreement with founder Chip Wilson amid activist pressure.

The first Honeywell results after spinning off its aerospace operations showed 7% organic growth and higher full-year guidance, with management citing data cent

The agreement requires congressional approval before it can be finalized and would set F-35 production volumes for the next decade.

Power and electrical equipment suppliers tied to AI data center buildouts fell sharply on worries about how the spending will be financed.

The board lifted project funding from an initial $2 billion to $2.5 billion range, and the addition would replace some operations at the nearby Irvin Plant.

Boeing heads into its quarterly report with analyst targets raised after the MAX 10 cleared a key regulatory hurdle.

GE Aerospace reported another strong quarter with raised guidance, though the shares fell after the print.

Fortescue says a prolonged standoff with China's state iron ore buyer over pricing could cut output and full-year profit, sending its shares to a 16-month low.

The agreement comes as Beijing's state buyer moves to tighten control over global iron ore price discovery.

The reversal underscores uncertainty over US efforts to build domestic rare earth magnet capacity outside China.

The move reflects widening efforts by chipmakers to insulate supply chains from Chinese rare earth export controls.

The approval marks Malaysia's entry as a supplier as global buyers seek alternatives to Chinese rare earths.

The decline in premium iron ore output adds to global supply concerns amid a Chinese pricing dispute.