The miss and softer capital expenditure forecasts reignited investor worries about the cost of the AI build-out across big tech.

The deal combines DoorDash's restaurant delivery network with Instacart's grocery partners, and analysts expect it to draw an extended antitrust review.

The decision keeps policy on pause even as inflation data remains hot, and the Fed plans to eliminate some rate-setting meetings.

Lagarde's early exit adds leadership uncertainty in Frankfurt as the central bank flags mounting inflation risk.

The Fed's preferred inflation gauge sped up in September, complicating the case for the central bank's rate pause.

The economy expanded at its fastest pace in a year, driven by consumer spending and the AI investment boom.

Antitrust review of Nvidia's largest AI software deal adds regulatory risk as the company faces pressure on customer leverage and market power in AI.

Customs officials suspect an export-control-evading smuggling network used Malaysia as a transit hub for restricted Nvidia-class AI hardware bound for an undisc

The allegation involves a senior executive at an Nvidia cloud partner under investigation for smuggling banned AI chips to China, raising concerns over AI suppl

The S-1 shows Anthropic's $8.9 billion first-half compute spend went largely to research rather than serving Claude customers, and flags China competition and e

Broadcom's expanded Anthropic financing links sales to asset risk, and the resulting rally has helped lift the broader semiconductor sector.

The filing lays out how major technology and infrastructure providers are counting on Anthropic's listing, with differing contractual terms across suppliers.

ServiceNow's guidance revived investor fears that AI spending will erode traditional enterprise software demand, sending the stock toward its largest single-day

Cloud revenue more than doubled, but heavier AI capital spending pushed free cash flow negative and pulled the stock down sharply, reigniting worries about AI c

Microsoft's Azure disclosure showed the cloud unit closing in on AWS, and the company said it recorded $10B in revenue from its OpenAI arrangements in the quart

Oracle's long-term guidance and clearer financing plan eased investor concerns about the scale of its AI capital spending and debt.

Fortinet's softer services outlook added to signs that investors have stopped rewarding security vendors simply for beating earnings.

Cloud growth rates from both Alphabet and Microsoft put the two units' relative scale in focus for investors weighing AI infrastructure spend.

Samsung's semiconductor unit drove a record quarter, but the company warned AI memory demand will outstrip supply and kept investors waiting on shareholder retu

Hyperscaler results showed surging AI demand but also heavy capital spending, with Google and Microsoft declining to raise capex forecasts and Alphabet shares f

The memory maker's sevenfold profit jump and $45 billion payout reassured investors about AI demand durability, lifting chip stocks broadly.

Google is enlisting partners to sell its homegrown AI chips, a direct challenge to Nvidia's dominance in AI accelerators.

Debt markets are absorbing unprecedented volumes of AI-related borrowing, raising questions about Wall Street's appetite for the risk.

The industrial giant's results beat expectations but the stock fell, echoing pressure across AI-linked power and equipment names.

Lilly's incretin franchises continue to drive top-line growth as the company also expands into neurosciences and defends its obesity marketing against Novo Nord

A head-to-head win for Lilly's next-generation incretin strengthens its position in the escalating obesity and diabetes competition with Novo Nordisk.

The revised maximum retail prices, effective November 9, lower costs for many oncology brands while leaving expensive innovator medicines untouched.

The ruling lets Lilly continue comparative advertising for its obesity drugs, extending the legal fight between the two GLP-1 leaders.

Korea's first domestically developed obesity treatment enters a three-way market race with Novo's Wegovy and Lilly's Mounjaro, competing partly on price.

Experts argue the magnitude of the NPPA reductions highlights how far above cost some oncology medicines were priced in India.

The EPA proposal would ease methane reduction requirements under the OOOOb/c rules, a major rollback of climate regulation for the oil and gas sector.

The Iran war and Russia-Ukraine conflict drove record refining margins and surging LNG and gas prices, nearly doubling earnings at both European majors.

Crude gave back recent gains after the US vice president contacted Iranian officials to restart negotiations, though supply risks keep prices near four-year hig

Crude and distillate stocks dropped while gasoline inventories rose, leaving commercial crude roughly 4 percent below the five-year average.

The coordinated reserve release aims to ease prices as the Middle East crisis chokes crude supplies and drives a global fuel shortage.

Analysts warn that depleted inventories leave markets exposed to another price spike if supply disruptions persist.

The loan packages fund uprates at existing nuclear plants and new gas generation plus storage, part of a broader federal push to expand baseload supply for data

Tech companies are contracting directly with nuclear operators to secure carbon-free power for data center growth.

Chairman Wang Chuanfu disclosed the figure, marking a sharp jump from roughly 869,600 employees earlier in the year.

The agency forecasts renewable capacity rising from 37.7% to 40.4%, surpassing natural gas and dwarfing nuclear capacity.

The expansion covers Los Angeles, Nashville, Orlando, San Diego and the Bay Area as Waymo faces mounting competition from Tesla.

Five open roles including sales, service and charging development signal Tesla's formal entry into a market dominated by VinFast.

The facility, run with Lockheed Martin and several European partners, is meant to scale and speed Patriot interceptor repairs as NATO rebuilds air-defense inven

The award moves the Air-Launched Rapid Response Weapon into production and expands US hypersonic strike capacity.

Pentagon data obtained by Reuters shows the cost of the Iran campaign rising faster than projected, adding pressure to munitions and readiness budgets.

Bern narrows its choice to an Israeli or a French-Italian system for a second long-range ground-based air defense layer.

The partnership aims to build computers onshore and ties into the push to reshore defense-relevant electronics supply chains.

The assistant secretary for Energy, Installations and Environment outlined the criteria and timeline for siting a new installation.

KB is the first South Korean financial holding company approaching the 6 trillion won cumulative profit mark, with nine-month net income up 13.1 percent.

Combined nine-month profit at Korea's top financial holdings hit an all-time high on strong interest income.

The move reflects lender caution about letting third-party AI agents access customer accounts and payment rails.

The brokerage missed profit expectations even as trading activity set records, weighing on the stock.

Investors focused on the UK bank's unchanged guidance rather than its higher quarterly profit.

The dividend declaration came alongside other Wells Fargo corporate news as the bank reports quarterly results.

The FTC is probing whether major consumer companies use personal data to charge different shoppers different prices for the same goods.

The AI developer is lining up a retail tranche of its offering, an unusual step that would give individual investors a stake in one of the largest expected list

The online used-car retailer posted record revenue above $8B, with retail sales up 39% year over year.

Nelson Peltz's Trian and partner private equity firms argue a take-private sale would let the chain focus on long-term profitability.

A take-private approach for the IHOP and Applebee's parent would extend private equity's push into casual dining.

The fresh round of reductions shows Amazon widening cost cuts beyond its retail operations into hardware and services teams.

The results show AI data center power demand lifting Caterpillar's sales, but investors focused on softer revenue and rising inventories amid tariff costs.

The miss and delayed 737 production ramp prompted analysts to cut fair value estimates and pushed Boeing's stock down 11%.

The deal extends GE Vernova's push into transmission hardware as electricity demand from data centers drives grid spending.

The outlook increase follows a quarter of growth at the power and electrification equipment maker.

The line marks a step from prototype work toward commercial humanoid robot deliveries.

The upgrade reflects confidence in the engine maker's improving profitability as aftermarket demand stays strong.

Iron ore fell to a roughly two-year low as Chinese steel demand weakened before recovering modestly above $91/t, pressuring major producers and stalling asset s

Bullion fell after the Fed voted 10-2 to keep rates unchanged, with forecasters debating whether tightening pressure pushes gold toward $3,900 or a path to $5,0

The government funding aims to build domestic rare earths capacity as Western nations seek alternatives to Chinese supply chains.

The upgraded forecast reflects tighter supply expectations for the metal central to electrification and grid buildout.

Weak iron ore prices have put a planned sale of Brazilian port logistics assets on hold, highlighting how commodity market softness is delaying infrastructure d

Andrew Forrest defended Fortescue's China relationship while pinning the miner's share slump on US political noise, as the company pushes green energy plans.