Anthropic's public filing gave investors a fresh catalyst for AI-linked equities as the market awaited a Federal Reserve decision and a heavy week of big-tech e

The buyouts come as Microsoft tries to balance a rapid AI infrastructure build-out with capital efficiency.

Meta is funding AI infrastructure and superintelligence ambitions through stock-related deals, with chip partners potentially taking up to $5 billion in shares.

Wall Street banks and Blackstone lined up the debt package backing Anthropic's chip build-out, a sign of how AI infrastructure is being financed.

Economists expect the central bank to keep its overnight rate unchanged while signaling the path for future moves.

A deal would combine two major US delivery platforms as they face pressure from Walmart and Amazon.

Meta is raising equity at unprecedented scale for AI infrastructure, with its own chip suppliers reportedly set to take part in the offering.

The talks come as Intel rebuilds its CPU business and foundry operations, after prior x86 standards cooperation between the two rivals.

The print is framed as a make-or-break test of Intel's margins and turnaround progress under CEO Lip-Bu Tan.

A shift in high-bandwidth memory revenue leadership would reshape the AI memory supply hierarchy.

The moves test how far memory makers can push China-based capacity under US export controls.

The per-gigawatt metric is Nvidia's core argument that AI data center economics keep improving with each generation.

Anthropic's S-1 reveals more than half of its $100,000-plus customers use both the Claude Platform and a first-party app, making enterprise accounts stickier.

The buyout offers mark Microsoft's latest effort to cut costs ahead of its fiscal first quarter earnings.

Microsoft, Alphabet and Amazon report this week with investors focused on whether AI-driven cloud growth can justify record capital spending.

The deal extends Salesforce's marketing software portfolio as analysts weigh its path after a strong post-earnings rally.

Oracle is rolling out AI agents that configure and coordinate its business applications while analysts trim targets on capex and debt concerns.

ServiceNow reports third quarter results with BofA, Cantor Fitzgerald and other analysts lifting price targets amid a reassessment of enterprise AI software val

The financing, arranged with Apollo and tied to Starlink and launch revenue, funds GPU purchases while Musk predicts a shakeout among AI cloud providers as cred

The filing reveals Anthropic's vast data center and chip spending commitments against billions in contracted compute, with customers free to walk at any time.

Investors are punishing both capex cuts and hikes as hyperscalers report amid growing scrutiny of whether AI spending will pay off.

The voluntary exit packages cover roughly a quarter of staff as Microsoft reshapes priorities around its AI investment.

The raise adds a preferred share class as AI capital spending pressures Meta's free cash flow.

The Apollo chief economist's assessment challenges the economic case for the broader AI investment boom.

The ruling lets Lilly continue comparative advertising for its obesity drugs while Novo Nordisk's challenge fails, intensifying the US GLP-1 marketing battle.

The label expansion moves the talazoparib-enzalutamide pair into earlier use after a trial cut the risk of disease worsening or death by 52%.

The death raises safety questions as BMS and rivals push CAR-T therapy beyond oncology into autoimmune disease.

A rolling submission could make ifetroban the first therapy specifically targeting heart muscle disease in Duchenne muscular dystrophy.

The obesity biotech's listing tests public market appetite for oral GLP-1 assets amid a crowded pipeline.

Chinese licensing and tech-transfer dealmaking keeps scaling, reshaping global drug development economics.

The combined Appalachian producer would pump more than 9 billion cubic feet equivalent a day, betting on record US gas demand from data centers and LNG exports.

Crude eased from recent peaks on mediation hopes, though supply risk stayed elevated after attacks on Saudi energy infrastructure.

Traders bid up European gas on thin winter inventories even as oil prices cooled, tightening the continent's energy outlook.

The disclosures put Trump's personal energy gains at the center of a political fight over pump prices ahead of the midterms.

The drawdown underscores how little buffer Washington has left as the Iran conflict keeps oil markets volatile.

Britain must decide whether to develop the £8.7 billion west of Shetland project as its import dependence exceeds 70%.

Solar surpassing nuclear as a global power source reflects cheap panel economics reshaping generation mixes and grid planning.

Singapore's five-year plan with a S$5.3 billion grid upgrade and trebling of storage capacity marks its largest energy expansion in decades.

Tesla's shift from EV sales toward autonomy, plus renewed SpaceX merger chatter, is reshaping how investors value the company.

Analyst sentiment on Tesla reached its highest since 2023 as ARK reiterated a long-term robotaxi-driven price target.

Massachusetts joining the push to tie data center growth to clean energy adds another state-level constraint on AI infrastructure power use.

GM detailed a broad product overhaul, signaling how legacy automakers are repositioning their lineups amid shifting EV demand.

Ukraine is asking allied countries in the E5 group to hand over 10% of their air defense interceptor reserves while Kyiv waits roughly a month for US sign-off o

Renewed US-Iran hostilities are driving defense spending expectations and demand for missile defense and strike systems.

The rotational submarine presence in Australia is a core element of the AUKUS pact and expands US undersea operations in the Indo-Pacific.

Surging venture and buyout money into defense startups, including Anduril-linked ventures, is raising questions about valuations.

The deal deepens Lockheed's undersea warfare portfolio as navies ramp anti-submarine and maritime surveillance spending.

The German startup claims its AI-driven interceptors can engage fast attack drones for under $100,000 per shot.

Anthropic is preparing a public S-1 filing with a mid-November listing in sight, and the lead underwriting roles are a marquee win for the two banks.

Lawmakers are laying groundwork for a congressional investigation into imports of Russian diesel, pulling banks and port operators into the probe.

The KBW Bank Index extended its slide amid investor concern about credit conditions, overshadowing otherwise solid big-bank earnings.

A growing group of listed companies is objecting to having their stock tokenized on a third-party trading venue without consent.

An AI researcher says banks' worries about autonomous agents go beyond security to questions of authorization and liability.

The senator says policies limiting when examiners can issue warnings leave banks more exposed to AI and cybersecurity threats.

Walmart is stretching its holiday promotional calendar to 14 days this season versus 10 in 2025, part of an intensifying retail battle for holiday spend.

The FTC and 20 states allege customers were charged more at the register than prices displayed on tags and in ads.

Walmart is adopting Meta's AI shopping agent and opening a gateway for agentic commerce while Amazon blocks the same agents.

Walmart is teaming with startup General Medicine to make health care shoppable through its Better Care Services platform.

The bundle moves Walmart further into membership-style competition with Amazon Prime.

Target is leaning on a new AI shopping assistant and refreshed localized stores, including SoHo, to drive holiday traffic.

Boeing's quarterly results are expected to show narrowing losses as investors watch production ramp, MAX-10 certification and whether cash flow turns positive.

The suspension of port fees on China-linked vessels is set to lift Nov. 9, and an extension would give Washington and Beijing more time for negotiations.

The carrier's increase aligns with FedEx's upcoming bump, signaling broad parcel pricing pressure for shippers heading into 2027.

Construction is slated to begin in 2027 with the first vehicles built in the early 2030s, adding to a wave of auto onshoring investment.

The fee will be tied to diesel and jet fuel prices, which have climbed this year, bringing the postal service in line with private carrier practices.

Analysts expect earnings of $3.97 a share, with investors focused on demand metrics beyond the company's multibillion-dollar backlog.

The iron ore market is stuck in a narrow band as traders balance soft Chinese steel demand against hopes for fresh Beijing stimulus, with a long-running pricing

Brazil's election result adds a geopolitical dimension to the race for critical minerals, potentially drawing US scrutiny of Brazilian rare earth assets.

Vale stock slid ahead of its quarterly report amid soft iron ore pricing and cautious pre-earnings positioning, while the company lowered its Forquilha dam aler

India's JSW Steel guided to better Q3 profitability on higher prices and strong demand, though management flagged domestic raw material bottlenecks as India tar

India's state-run iron ore miner is widening its search for acquisitions abroad to reduce reliance on domestic operations.

The Australian steelmaker raised its earnings outlook, crediting its North American business for the upgrade.