Alphabet posted its first top-and-bottom-line miss in nearly four years, with slowing search growth and heavy cloud spending driving a larger-than-expected cash

Two FOMC voters dissented in favor of a quarter-point hike amid inflation concerns, and Chair Warsh said the committee plans to cut some rate-setting meetings s

Microsoft's better-than-expected quarter and disciplined spending helped reverse a recent stock slide, though its capex figure came in below expectations and pr

The blockbuster results and capital return plan fueled an AI memory rally that lifted Micron and supported broader semiconductor sentiment.

Samsung's third-quarter results landed in line with estimates on the back of booming demand for AI memory chips.

Oracle guided to $225 billion in fiscal 2030 revenue and said it would limit additional fundraising to $20 billion, easing investor worries about AI-related spe

The debt package ties Broadcom's custom AI accelerator sales to Anthropic's financing, a structure analysts say puts both sales volume and asset risk on the chi

The central bank flagged South Korea's outsized exposure to US hyperscaler capex, with memory exports a key swing factor for the economy.

The filing names model distillation and chip export controls as key risks, underscoring the AI lab's dependence on advanced US silicon.

Long-term customer contracts and rising chip prices are changing how memory makers plan multi-year capacity and capex.

The deals span substrates, advanced packaging, chip testing and optical engines through 2028, effectively bankrolling the supply chain.

Antitrust review of the deal adds regulatory uncertainty to Nvidia's push into AI software and model tooling.

Oracle is widening its AI cloud offerings beyond Nvidia by hosting rival accelerators and embedding OpenAI models, ahead of its Investor Day.

Anthropic's prospectus shows more than half of its $100,000-plus customers use both the Claude Platform and a first-party app.

The buyout offers are Microsoft's latest effort to trim costs and reshape its workforce as it shifts spending toward AI.

Investors are focused on cloud revenue growth and AI capital expenditure guidance as Alphabet and Microsoft report quarterly results.

A growing list of listed companies is formally distancing itself from a crypto exchange's tokenized-share product that uses their names.

The blockbuster IPO puts Reliance's telecom and digital unit just behind its parent by market value.

The record quarter and large payout eased investor doubts about the durability of the AI infrastructure spending cycle.

Samsung's record quarter underscores how AI memory demand is reshaping the semiconductor cycle, though its chip division still fell short of analyst expectation

OpenAI's move toward Google's homegrown chips signals a widening challenge to Nvidia's dominance in AI accelerators.

Alphabet's cloud backlog and TPU ambitions are growing, but investors are focused on the cash cost of its AI buildout.

Microsoft's disclosures gave investors rare detail on Azure's scale and its financial entanglement with OpenAI.

The cut highlights how physical and supply constraints, not just demand, are shaping hyperscaler AI spending plans.

The 'triple-G' candidate's win in a direct comparison strengthens Lilly's position in the obesity and diabetes market, where it is already competing with Novo's

The ruling is a setback in Novo's legal efforts to curb comparative advertising by its main GLP-1 rival.

Korea's first domestically developed obesity treatment enters a market long dominated by imported GLP-1 drugs.

The court is weighing the scope of India's drug price framework as it examines wide gaps between purchase prices and maximum retail prices.

The price revisions, effective November 9, expose large hospital and trade margins on oncology medicines.

The move threatens drugmakers' import economics and could pressure global pharma supply chains.

Renewed escalation risk around Iranian and Saudi energy infrastructure is driving crude to multi-year highs ahead of US midterms.

The EPA's proposed revisions to methane standards would cut costs for producers but draw criticism over emissions from the leakiest wells.

Benchmark European gas prices tripled from early this year as tight supply and winter demand strain consumers and industry.

Banks and the IEA flag thinning global inventories and readiness to tap emergency reserves if supply losses deepen.

The Norwegian producer lifted its production growth target to about 4% after record refinery earnings and higher commodity prices.

A 1.9-million-barrel drawdown beat expectations and kept pressure on a market already short of spare supply.

The loan packages fund uprates at existing reactors plus new gas generation and storage, a centerpiece of the administration's power-supply push for data center

The financing supports Alliant's grid and generation buildout as utilities race to meet rising load growth.

The jump from about 869,600 employees at the start of the year underscores the scale of BYD's global expansion.

The agency's latest outlook puts renewables ahead of gas and about five times nuclear capacity as solar and storage additions accelerate.

The five open roles include sales, service and charging positions, setting up a challenge to VinFast's roughly 36% domestic share.

The administration had already delayed implementation of the standards, which target leaks from oil and gas operations.

The award covers production and fielding of the Air-Launched Rapid Response Weapon, an air-launched hypersonic boost-glide missile.

The partnership aims to rebuild domestic computer manufacturing for military and government customers, expanding Anduril beyond drones into hardware.

The facility, run with Lockheed Martin and several NATO nations, is meant to speed and scale repairs of Patriot interceptors.

A long-term F-35 arrangement and record backlog are seen reducing earnings risk for the defense prime.

Spending is more than 25% above the Defense Department's July projection, according to figures obtained by Reuters.

Washington has warned Gulf countries of a possible resumption of war with Iran, according to media reports.

Wells Fargo's earnings reflect the diversified banks' mixed quarter as provisioning rose sharply even while profit grew and the bank continued its post-asset-ca

The miss dents the retail brokerage's run even as trading activity set records, highlighting pressure on its monetization as volumes stay elevated.

A congressional probe threat targets lenders and ports over Russian diesel transactions, putting a politically charged compliance issue in front of banks.

Standard Chartered upgraded its full-year income guidance on a stronger quarter, though shares slipped amid broker caution on future growth.

HSBC kept its outlook unchanged while brokers warned of tougher income growth ahead, leaving investors unimpressed by the profit jump.

Lenders are shutting out third-party AI agents from customer accounts, a stance analysts question as competitive and consumer-protection pressures build.

The FTC's inquiry into algorithmic personalized pricing signals widening scrutiny of how large retailers and service providers use consumer data to set individu

Tapping JPMorgan for retail distribution indicates Anthropic is preparing a large public listing and courting individual investors.

Record quarterly unit sales and sharply higher profit show the used-car retailer's turnaround is holding despite a soft auto market.

Chipotle's in-line Q3 revenue and upbeat same-store sales commentary reassured investors about fast-casual demand.

The widening layoffs at Amazon point to continued cost discipline across both retail and hardware operations.

Crossing the $4 billion mark cements New York as one of the largest regulated cannabis markets in the US.

The power equipment maker's results and $9 billion grid acquisition underscore how surging data center electricity demand is reshaping the electrical equipment

A slower 737 production recovery pushed the planemaker's shares to their worst day since 2020 despite a record $745 billion backlog.

The aerospace spinoff's third-quarter beat arrived as its dividend payout to longtime Honeywell holders fell, reflecting the recent separation.

The medical imaging maker posted its best quarter since its spinoff on strong organic growth and margin gains, with backlog reaching $23.7 billion.

The agreements aim to scale production of certain components by as much as 15-fold as AI chip demand outpaces supply.

Musk said early Optimus customers would use the robots for industrial tasks, with customer shipments possible by 2027.

Benchmark iron ore prices fell to their weakest in two years on soft Chinese steel demand, surging seaborne supply and a stronger dollar, pressuring major produ

The Fed's decision to keep rates unchanged pushed gold lower and analysts warn tightening conditions could keep pressuring precious metals toward $3,900 gold an

Fortescue's founder is holding his ground in pricing negotiations with China while blaming US trade policy for the company's share slump.

The planned investment underscores growing Western capital commitments to rare earth supply chains outside China.

The prefeasibility study quantifies the value of scaling a US rare earth magnet recycling platform.

The maiden resource and ISR ambitions position Cobra as a low-cost rare earth developer in South Australia.