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

Wall Street banks are providing $63 billion to finance Broadcom AI chips for Anthropic, easing funding concerns from banks and boosting Broadcom and other AI na

Anthropic's IPO filing disclosing billions in revenue and a possible multitrillion-dollar valuation is lifting chip stocks tied to its compute buildout.

Nvidia is taking a $3 billion stake in Meta's share offering as part of a broader AI collaboration on Muse models.

AMD's $1 billion investment in Meta's stock offering and expanded Helios deployment lifted its shares amid a broad chip rally.

Analysts upgraded Broadcom citing Anthropic's IPO filing as evidence the AI cycle continues, driving the stock higher.

TSMC is reportedly considering a packaging price hike of up to 20% as Blackwell and Rubin demand stretches equipment lead times to eight months.

Oracle's Investor Day slate of cloud and chip partnerships aimed at reducing Nvidia reliance sent ORCL shares up roughly 5%.

Investors are watching whether Azure and Google Cloud can justify record AI infrastructure spending.

The tie-up deepens Google Cloud's enterprise AI distribution as ServiceNow heads into earnings.

The memory maker's outlook underscores sustained AI infrastructure demand from cloud customers.

The wave of objections from major tech and chip firms signals broad industry resistance to tokenized equity trading venues.

The S-1 shows cross-selling of Claude Platform and first-party apps is making enterprise customers stickier.

The memory chipmaker's results and massive payout underscore how AI data center demand has reversed the memory cycle and lifted Korean equities.

The reported shift would diversify OpenAI's compute supply and validate Google's in-house chip efforts amid the AI infrastructure race.

Investor patience hinges on whether cloud growth and cash flow can justify the unprecedented capital expenditure.

The structure shows how chip vendors and Wall Street are devising private credit packages to finance AI compute buildouts.

The move, covering about a quarter of the workforce, signals that AI capex is reshaping headcount and cost structures at big tech.

The listing is reframing how public markets value AI labs and their chip and data center suppliers.

The order adds sweeping trade costs to imported medicines, raising questions for drugmakers with overseas manufacturing.

The court decision keeps Lilly's obesity drug advertising on air as the two GLP-1 rivals litigate marketing claims.

The court is weighing whether India's drug price regime leaves most medicines, including costly cancer brands, unregulated.

The advisory vote could widen compounding access to peptides, a category that includes popular weight-loss and wellness products.

The launch turns Korea's obesity market into a three-way race among Hanmi, Novo Nordisk and Eli Lilly.

The expanded label pairs talazoparib with enzalutamide for HRR-mutated metastatic prostate cancer after trial data showed reduced progression risk.

The strike near Saudi Arabia's largest export terminal pushed Brent above $115 and rattled Gulf equities, reviving concerns about Middle East supply disruption.

The EPA proposal would loosen emissions requirements for low-producing, high-emitting wells, a major deregulatory step that environmental groups and some states

Depleted crude stocks and war-driven supply losses have kept prices elevated, squeezing consumers even as retail gasoline prices ease slightly.

The extension, including cancellations to Italy, leaves buyers short of term volumes heading into winter and drove European gas prices higher.

The Norwegian major reported sharply higher adjusted income on strong refining margins, elevated prices and increased hydrocarbon production.

The combination would form the largest US natural gas producer by enterprise value, consolidating Appalachian shale assets.

The conditional federal loan would fund uprating and output expansion at existing reactors, a central test of the administration's nuclear buildout push.

New EIA data has renewables' capacity share rising from 37.7% to 40.4%, passing natural gas, a milestone for the US power mix.

A battery fire in an electric Class 8 truck with no crash underscores firefighting and road-closure risks as heavy electric trucks enter service.

The expansion in Los Angeles, Nashville, Orlando, San Diego and the Bay Area deepens Waymo's lead in commercial driverless service.

Musk called the race with Waymo no contest after one strong week in a single city, while Waymo still drives roughly seven times more miles overall.

A Rivian delivery van wrapped in Walmart+ branding is the first public sign of a possible large fleet customer beyond Amazon.

The award, granted in late September for production and fielding of the AGM-183A Air-Launched Rapid Response Weapon, advances a program the Air Force had previo

Poland beat Germany, the Netherlands and Norway to host the facility, which the US and Lockheed Martin say will speed and scale Patriot interceptor repairs for

The venture targets domestic manufacturing and, eventually, a fully US supply chain for government-grade computing hardware.

The directive marks an escalation of federal scrutiny of AI vendors' role in defense and government work.

Ukraine is pressing allies for faster transfers of interceptors as Russian ballistic strikes continue.

Officials including Khmara proposed transferring the interceptors to Ukraine in exchange for contracted future deliveries.

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.

The AI developer has selected JPMorgan Chase to run the retail portion of its potential offering, a sign it is preparing for a large public listing.

Governor Hochul announced the state's legal cannabis market has crossed $4 billion in retail sales, which officials call a major economic milestone for the prog

The British Retail Consortium flagged accelerating price pressures as sales volumes declined at their slowest pace since April 2025.

Target is revamping its private label home goods line with improved quality and merchandising, a bet on its owned-brand strategy ahead of the holidays.

Regulators allege customers were charged more at the register than prices displayed on shelf tags and in ads.

CNBC reports that early third-quarter results point to steady but increasingly pressured consumer spending.

Boeing's Q3 loss came in wider than expected and its key 737 production rate increase is pushed into 2027, dragging the stock to one of its worst days and promp

The grid equipment maker posted 27% revenue growth and surging orders, and the Trench acquisition expands its electrical transmission portfolio as AI data cente

GE HealthCare reported 7.2% revenue growth to $5.5B and expanding margins, with adjusted EPS up sharply year over year.

Musk said on an earnings call that Tesla has started building Optimus robots in California, a step toward commercial machine labor.

Construction is slated to start in 2027 with first vehicles in the early 2030s, expanding the Volkswagen unit's US manufacturing footprint.

The new center expands US capacity for advanced thermal management systems.

Benchmark iron ore fell to about $89.6 a ton, its weakest level in two years, as weakening Chinese steel demand and rising supply weigh on prices and miners lik

Fortescue's Andrew Forrest is holding his ground in negotiations with Chinese buyers while blaming US trade policy for the miner's share price decline.

The Western Australian project would become one of the larger rare earth developments outside China if it proceeds.

The nickel offtake and funding commitments advance Centaurus's Jaguar project in Brazil with major trading and battery-materials partners.

France expects Western rare earth supply chains to meaningfully diversify away from China within five years, a key policy goal for Europe.

BHP's quarterly production report gives investors a read on copper and iron ore volumes heading into the next fiscal year.