Anthropic's S-1 disclosure of a broad enterprise customer base and a $131.7B cash pile revived investor confidence in sustained AI infrastructure spending, lift

The Fed is widely expected to hold rates steady while weighing elevated inflation and the looming midterm elections, with attention on Chair Warsh's explanation

The South Korean memory chipmaker's Q3 profit beat estimates, and it announced a shareholder return package exceeding $25B in dividends and buybacks.

The bond sale underscores the scale of debt financing underpinning AI chip and data center buildouts.

Meta is raising about $95B for AI infrastructure, with the chipmaker taking part in the equity offering as the two deepen their AI partnership.

Boeing posted a record backlog but said it won't significantly ramp 737 Max output until late 2027 and flagged weaker free cash flow, sending shares sharply low

Nvidia is taking a $3B stake in Meta's stock sale as part of a broader AI collaboration spanning Meta's Muse models and data center infrastructure.

Broadcom and a bank syndicate led by BofA, Citi and Morgan Stanley closed a $63B debt package backing Anthropic's AI hardware, prompting an upgrade and fresh pr

Anthropic's public filing would create one of the largest listings ever and underpins a wave of chip-sector financing tied to its compute buildout.

The central bank flagged South Korea's heavy dependence on semiconductor demand from US hyperscalers as a growth risk.

Meta is tapping equity markets to fund AI data center buildout, with chip suppliers including Nvidia, AMD and Broadcom eligible to take stakes.

Chip-driven exports pushed Korea's economy to about 1% quarterly growth, though domestic consumption stayed weak.

Anthropic's S-1 reveals over half of its $100,000-plus customers use both the Claude Platform and a first-party app, a stickiness playbook that also frames valu

The buyout offers mark Microsoft's latest effort to cut costs and rework its workforce.

SAP's cloud momentum comes as the AI debate pressures enterprise software valuations and analysts weigh its AI governance positioning.

ServiceNow heads into results with Wall Street debating whether enterprise AI demand justifies its valuation after SaaSpocalypse fears faded.

Investors will test whether Alphabet's cloud acceleration and near-$200 billion capex guidance justify the AI spending amid a recent share slide.

The partnership expands agentic AI capabilities across enterprise industry workflows.

Microsoft is cutting costs via voluntary exits as AI infrastructure spending climbs toward $175-$190 billion, a signal of how the AI buildout is reshaping Big T

Anthropic's S-1 reveals heavy compute commitments, steep losses and a governance structure that preserves founder control, setting up a test of public-market ap

Nvidia's revenue more than doubled on sustained AI chip demand, reinforcing the view that hyperscaler capex remains intact.

Wall Street banks are financing a $63 billion deal for Broadcom chips backing Anthropic's compute expansion, tying the AI lab's growth to private credit.

Microsoft, Alphabet and Amazon report this week with investors focused on AI capex, cloud growth and free cash flow after a pullback in hyperscaler shares.

SK hynix logged a record quarterly operating profit, up roughly 630%, on the AI chip supercycle, triggering a buy-side sidecar on the Kospi.

The ruling keeps Lilly's comparative advertising in market while its obesity franchise battles Novo Nordisk on multiple fronts.

Expanded use of the talazoparib-enzalutamide pair moves the regimen into earlier lines of prostate cancer treatment.

The order adds trade risk to drug supply chains already under pressure from pricing and manufacturing policy.

The company is positioning its mRNA cancer vaccine franchise as a growth driver beyond its COVID business.

The results show a modest efficacy gain alongside safety signals that will shape the drug's path forward.

Local pricing pressure is intensifying competition in the fast-growing Korean GLP-1 market.

Diplomatic outreach to Tehran over the US-Iran war eased the geopolitical risk premium that had pushed Brent above $100.

Depletion of the Strategic Petroleum Reserve leaves Washington with a thinner buffer amid the Iran war supply shock.

A strike near Saudi Arabia's main oil export hub highlights the exposure of Gulf infrastructure to the widening conflict.

The disclosures fuel Democratic attacks on energy profits as households absorb high pump prices before the midterms.

The remarks put the White House at odds with voter anger over fuel costs less than two weeks before the midterms.

The milestone ties the Iran war's energy shock directly to Republican midterm prospects.

Renewables' share of US generating capacity is forecast to rise from 37.7% to 40.4%, surpassing natural gas and outpacing nuclear fivefold.

The conditional loan would fund reactor uprating and output expansion at the US nuclear operator.

The van was photographed on a car hauler in Indiana, the first public sign Walmart could become Rivian's next big commercial customer after Amazon.

The expansion spans Los Angeles, Nashville, Orlando, San Diego, and the Bay Area over the next week.

Tesla's driverless fleet logged 438,000 Austin miles in a week versus Waymo's 406,000 weekly average, though the comparison covers one city and one week.

The recall now covers more than 9,000 Audi Q4 E-Tron and Q4 Sportback E-Tron vehicles, mirroring guidance already issued for the ID.4.

The partnership aims to shift defense-grade computing hardware onto a domestic supply chain, a growing priority as the Pentagon pushes for secure, US-built IT.

Kyiv is seeking interim interceptors in exchange for future contracted deliveries as its Patriot and IRIS-T inventories run short.

The warning came as Ukraine reported a Russian overnight strike involving 16 ballistic missiles, sharpening pressure on Western suppliers.

The award covers production and fielding of the AGM-183A Air-Launched Rapid Response Weapon, advancing a program that had earlier survived cancellation debates.

The facility, run with Lockheed Martin and allied partners, is meant to speed and scale Patriot interceptor repairs for European operators.

The Defense Intelligence Agency's third unclassified space threat report also released a previously unpublished image of Chinese space assets.

Underwriting the AI company's listing would be a major fee windfall for the top investment banks.

Ripple's charter approval gives the crypto firm a federally regulated payments foothold, with BNY and Robinhood partnerships alongside.

Robinhood's Q3 miss shows how much its results now hinge on crypto and options volumes rather than user growth.

The document-preservation demand signals a likely congressional probe into sanctions and energy-policy overlap.

Demchak's stance signals PNC is prioritizing internal AI investment over near-term dealmaking.

The push follows concerns that relaxed examiner authority leaves banks exposed to AI and cyber risks.

Walmart is allowing third-party AI shopping agents onto its platform while Amazon blocks them, a split that could shape how AI-driven commerce reaches consumers

The FTC and 20 states allege Dollar General charged customers more at checkout than advertised prices, a major test of retail pricing enforcement.

Electronic shelf labels are spreading across major chains, raising concerns about dynamic pricing and personalized prices for different shoppers.

Forecasters expect holiday spending above $1 trillion even as consumers report concerns about affordability, a divergence retailers are watching closely.

Walmart is stretching its holiday promotions to 14 days across three separate events, an escalation in the seasonal discount war with rivals.

Target is refreshing its $3 billion Threshold line with more than 800 new items and improved quality and merchandising as it seeks to revive discretionary sales

Boeing's commercial unit lost $697 million and management said the 737 Max rate hike to 47 a month will slip into late 2027, pushing its cash recovery further o

GE Vernova's quarterly report is the first major read on grid and power equipment demand since the data center buildout accelerated.

Musk said customer shipments of Optimus could begin next year as Tesla builds out the humanoid line at its Fremont plant.

Audi's first U.S. assembly plant is slated to break ground in 2027, adding capacity for up to 200,000 vehicles a year.

Caterpillar's Q3 report is a key read on construction and mining equipment demand amid mixed global industrial activity.

Defense revenue rose 15% to $7.94B as the company moves away from fixed-price contracting after fighter wins.

Benchmark iron ore slumped to its weakest level in two years as traders weighed soft Chinese steel demand against expectations of further stimulus.

The decision leaves the owners of the Ponta da Madeira-area terminal without a buyer amid a softer iron ore market.

A change in Brazil's government is drawing US attention to the country's rare earth deposits as Washington seeks alternatives to Chinese supply.

A broadening bid across critical minerals names lifted rare earth and antimony equities as investors positioned for tightening US supply rules.

The commitments give the Brazilian nickel project anchored buyers and funding as it advances toward development.

The financing supports the Australian mineral sands and rare earths project as the company expands beyond uranium.