Rising crude and renewed doubts about AI spending drove a broad sell-off, with the Dow down about 1.2% and defensive and cybersecurity names catching bids.

Pulled listings, widening credit default swap spreads and pressure on AI infrastructure names set a tense backdrop for upcoming hyperscaler earnings.

The plant would be Audi's first US factory and was framed by the administration as a win from tariff pressure on automakers.

Investors are scrutinizing the outsized risk Nvidia carries as it moves from chip supplier to financier of the AI buildout.

Ukraine says connectivity to fast-moving military systems has been restored after disruptions, while Kyiv pursues Nokia and ICEYE as alternatives.

The financing faces hurdles as investors grow warier of AI-linked debt, complicating SpaceX's buildout plans.

Apple reclaimed the top market cap spot from Nvidia for at least the fifth time, with the shift coinciding with its iPhone launch event.

The chipmaker is trying to cut exposure to China's dominance in rare-earth minerals and permanent magnets as export controls threaten fab operations.

Huang warned the US must take China seriously and not underestimate its ability to manufacture chips at scale, saying restrictions have spurred domestic progres

The memory maker blamed unfavorable market conditions and semiconductor share price trends, and SK hynix shares rose on the news.

A security firm identified 32 export-barred B300 AI chips in the state-owned carrier's network, while Nvidia said smuggling is 'a drop in the bucket.'

The footage helps explain the scarcity of RTX 5090 cards, with Founders Editions among the consumer GPUs being torn apart for AI custom-partner cards.

The deal extends Salesforce's customer data and marketing automation stack as it competes to monetize AI features across its CRM suite.

Software and a recovery in deal signings drove IBM's beat, though the stock fell as investors weighed valuation against the improved results.

SAP's cloud backlog and ERP migration momentum boosted results, with investors focused on the durability of its cloud transition.

Investors are weighing Azure growth against the scale of Microsoft's AI data center spending commitments.

A demand survey and rising AI-driven threat activity lifted security software shares across the sector.

Oracle shares have fallen sharply amid investor anxiety over AI-related borrowing, even as some analysts see upside.

The results show data center chip demand remains the core of the AI trade despite valuation worries.

The SK Group data center unit's fundraising would bankroll one of the biggest single AI infrastructure bets in Asia.

The forecast underscores how much of the AI trade rests on sustained hyperscaler and utility capex.

The drop was the market's sharpest recent reaction to doubts about the scale of AI infrastructure spending.

The Citadel founder's caution adds to investor debate over whether AI capex can earn its cost of capital.

The selloff shows sentiment is now sensitive to any signal that AI hardware demand could soften.

The personalized mRNA therapy met key Phase 3 endpoints, and the readout has reignited debate over the stock's valuation even as regulators review it in the US

The move removes one of the few remaining large-pharma challengers to Lilly and Novo Nordisk in the obesity market.

The pricing deal is projected to save $64.3 billion over 10 years, with drug costs framed as a midterm election issue.

Discounting by the two GLP-1 leaders signals a shift from supply constraints to competition on price and access.

The cleared hold let shares rebound, though the stock has since swung on HERO exploratory data and shareholder lawsuits.

The company will advance to Phase 3 despite declining response rates over time in the ESMO presentation.

Houthi attacks on Saudi Arabia and Iran-related hostilities have driven a weekly oil rally that lifts fuel costs and pressures governments ahead of midterm elec

Rising crude prices combined with renewed anxiety over AI capital spending to push major indexes lower, with the Dow dropping more than 600 points.

The Cold War-era authority is being used to lift gasoline and diesel production as pump prices climb ahead of the midterms.

The SPR drawdown, the reserve's lowest level since 1982, underscores how depleted global inventories have become amid the supply shock.

European natural gas prices have surged to their highest since 2022 as the continent heads into heating season with unusually thin storage.

Escalating attacks and military posturing around the Strait of Hormuz threaten global crude flows and have driven the latest price spike.

The cancellation ends a seven-year reservation backlog for a truck Tesla never put on sale in those markets, underscoring the company's shift away from the mode

The launch creates what is described as the world's largest power market by participant count, a step in China's effort to price and trade electricity regionall

The European gain contrasts with weaker US demand and follows a quarter in which Tesla's margins and profit drew investor scrutiny.

Rivian's growth outpaced the wider EV sector, and Volkswagen has separately become its largest shareholder.

The stake deepens the existing software and platform partnership between the German automaker and the US EV maker.

The offer comes amid heightened Middle East tensions that have already disrupted energy markets.

The multiyear framework, reported at roughly $7 billion in investment, sets the largest F-35 procurement tranche yet and gives Lockheed long-term production vis

Missile and F-35 demand drove the backlog to a record, though executives face a delivery test on converting orders into revenue.

Both contractors raised full-year guidance on double-digit growth, underscoring the broad Pentagon spending ramp.

The Swedish manufacturer's order book surge reflects Ukraine's push to rebuild its air force with Western fighters.

The valuation cements Anduril's status as the most valuable privately held defense technology company.

Kyiv is pressing allies for more NASAMS-compatible interceptors and F-16 ammunition as air defense stocks run thin.

Banks including JPMorgan, Bank of America and Citi are tightening controls on AI agents that can act on customer accounts, a security gap lenders say could expo

The reshuffle puts one executive wholly in charge of AI across the bank while reaffirming its $50 billion net interest income target.

Card fee growth helped earnings beat estimates, but the revenue shortfall and job cuts signal rising cost pressure at the card issuer.

The reductions add Barclays to a growing list of lenders trimming headcount while crediting AI for productivity gains.

Woori also targets a 50% shareholder return ratio next year and an insurer merger without fresh capital, as Korean bank earnings hold up.

The pledge extends banks' efforts to build AI skills among small business clients, a segment lenders see as a growth market.

Warm weather depressed autumn apparel demand and shoppers cut back ahead of the Budget, weakening the case for further Bank of England tightening.

The rebound across all nine sectors points to firmer consumer spending in the third quarter, keeping the Bank of Canada's next rate call tight.

The shortage underscores how AI-driven demand for compute is outpacing even the largest cloud provider's buildout.

The retailer is opening its storefront to AI shopping agents while Amazon blocks them, positioning agentic commerce as the next retail battleground.

Apple's first foldable arrives at a premium price with limited availability, testing consumer appetite for high-end form factors.

Luxury demand is softening, with even China's wealthy cutting back on brands like Gucci, Hermes and Cartier.

Boeing reports Oct. 27 with analysts citing roughly 42% upside after the 737 MAX 10 cleared FAA approval.

Investors focus on turbine orders and AI power demand after the stock's steep drop tied to Meta's earnings.

Honeywell lifted its full-year guidance alongside Q3 results, with analysts debating the aerospace and automation growth path.

GE Aerospace posted a Q3 beat and lifted its outlook, though the stock has drawn scrutiny over aftermarket-driven valuation.

Caterpillar heads into earnings with its power generation segment growing 72% and analysts divided on near-term risk.

The board raised project funding from an initial $2 billion to $2.5 billion range for the Edgar Thomson Plant addition.

Fortescue reported Q1 FY27 iron ore shipments down 5.8% with C1 costs above guidance, and says stalled talks with China could force production cuts at its flags

TSMC is reportedly seeking equipment alternatives that avoid rare earths as Beijing's export controls raise supply security concerns for chipmakers.

A surge in oil prices drove investors to scramble for cash and raised expectations of Fed tightening, pushing gold to a steep weekly loss.

The canceled agreement removes a planned domestic outlet for US rare-earth magnet output as Western automakers try to cut dependence on Chinese supply.

India's JSW Steel posted record quarterly volumes and sharply higher profit but flagged rising coking coal costs squeezing steel margins.

Rising diesel and Brent crude costs are pressuring miners' margins, with profitability diverging sharply between metal producers depending on fuel exposure.