Alphabet's revenue miss and heavy AI spending stoked fears that AI is now biting into its core search business, dragging the broader market lower.

Intel's warning of a slowing PC market hit chip and cooling-related stocks and weighed on futures.

Robust consumer spending and AI investment powered growth while accelerating prices kept a year-end Fed hike in play.

The tie-up unites two delivery giants, combining DoorDash's restaurant base with Instacart's grocery partners.

Amazon's AWS grew 39% but weak advertising and ballooning AI spending left investors disappointed.

Microsoft's debt raise underscores how even the strongest balance sheets are turning to credit markets to fund AI infrastructure.

Intel beat Q3 estimates but forecast weaker fourth-quarter sales, citing PC demand weakness, chip supply limits and heavy cash burn, triggering its worst one-da

A Bloomberg report says an executive at an Nvidia cloud partner under investigation for chip smuggling was suspected of passing information to Beijing, and that

AI-driven demand for memory and semiconductors is driving export surges across Japan and South Korea, though the Bank of Korea flagged won volatility and analys

Malaysian customs intercepted the servers at Kuala Lumpur airport, alleging a smuggling network used the country as a transit hub for chips subject to export co

Samsung's record AI memory profit was offset by an operating loss in mobile caused by rising component prices.

Long-term customer contracts and rising memory prices are reshaping how memory makers plan multi-year capacity, while SK hynix's Solidigm unit weighs a large US

ServiceNow guided to slower subscription backlog (cRPO) growth for the coming year, overshadowing raised AI targets and triggering its steepest one-day stock de

Google Cloud revenue more than doubled to $30.7 billion, but the revenue miss and sharply higher AI capex revived investor concerns about spending discipline, s

Fortinet's cut to its service revenue forecast and ServiceNow's soft bookings guidance dragged the wider software and cybersecurity sector lower, with Palo Alto

Microsoft disclosed Azure quarterly revenue in dollars for the first time ($33.2 billion) alongside record overall revenue, underscoring how close Azure is to A

Oracle's raised full-year guidance and improved free-cash-flow outlook convinced investors its AI infrastructure spending will pay off, lifting the stock after

AWS growth stayed strong but Amazon's broader results and cash burn disappointed, adding to scrutiny of AI infrastructure spending across the hyperscalers.

Samsung's chip unit drove a record quarterly operating profit on surging AI memory demand, but shares slipped as net profit missed estimates and the company dec

Investors punished Alphabet's steep AI capital spending even as Google Cloud revenue grew, with its homegrown TPU chips drawing attention as an Nvidia alternati

The Korean memory maker said AI memory demand is overwhelming supply and that its chips are sold out through 2029, easing fears of a memory downturn.

Amazon said AI spending will be meaningfully higher in 2027 and CEO Andy Jassy predicted AWS will eventually be a $1 trillion revenue business, but investors fo

Microsoft reported its tenth straight record revenue quarter and disclosed $10 billion in revenue from OpenAI commercial arrangements, while flagging rising cap

Google and Microsoft holding capex guidance steady, rather than raising it, hit neocloud and infrastructure names including CoreWeave, Nebius, IREN and Applied

The revision touches trade-margin-capped cancer medicines while expensive innovator brands remain untouched, exposing large hospital margins.

Lilly's tirzepatide franchise continues to expand, with Medicare Bridge contributing to the upside even as US drugmakers face pricing pressure.

Korea's first homegrown obesity treatment enters a three-way race with Novo Nordisk and Lilly products at a lower price point.

The head-to-head win strengthens Lilly's position in the incretin market race against Novo Nordisk.

The court questioned whether the pricing regulator NPPA has been ineffective, amid criticism that sharp cancer drug cuts expose excessive pricing.

Policymakers and experts debate how to cut medicine costs without undercutting domestic pharma investment.

Bumper refining and trading results across the majors reflect how the Middle East conflict has reshaped global fuel markets and lifted oil company earnings.

The coordinated release, half of it diesel, is aimed at easing fuel prices before winter as the Iran conflict keeps crude elevated.

Crude remains historically high as conflicting signals on US military strategy in Iran and diplomatic outreach keep the market volatile.

China's largest refiner benefited from higher crude prices even as it failed to fully capture record global refining margins.

Shrinking crude stocks, alongside rising gasoline inventories, signal tightening supply as the war keeps pressure on prices.

The Brazilian state oil giant's record production underscores its growing role in global supply amid the Middle East disruption.

The loss comes as slowing EV demand and China pressure force Volkswagen to rework its regional production strategy.

The loan packages fund nuclear uprates plus new gas generation and storage in Iowa and Wisconsin, part of a broader federal push to reopen and expand existing p

The utility said contracted large loads rose 22% to 84 GW, driven largely by a 10.4 GW Ohio data center.

The R2 topped the R1 and Amazon van in its first full quarter of deliveries, lifting Rivian past several EV rivals.

BYD shipped more than half a million vehicles abroad in the quarter, but the build-up of unsold stock has raised concerns about the pace of its global expansion

The high-voltage equipment acquisition is aimed at capturing rising electricity demand from data centers and grid upgrades.

The selection advances a new interceptor line meant to replace aging hit-to-kill designs against advanced missile threats.

The award funds manufacturing expansion for the Air-Launched Rapid Response Weapon, which the US has approved for serial production.

Investigators are also examining similar incidents in France after food spoiled at commissaries across US bases.

The outcome of the collaborative combat aircraft effort will shape whether both startups scale into major prime contractors.

The two combat aircraft wins give Boeing a long-term franchise in both Air Force and Navy fighter programs.

Tokyo said the co-production deals strengthen its defense industrial base while securing munitions for both militaries.

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.

Amazon's retail segment underperformed even as AWS grew at its fastest pace in nearly five years, and heavy AI capex weighed on the stock.

The deal combines two of the largest players in restaurant, grocery and retail delivery.

The FTC sent information demands to nine companies as it examines whether personal data and loyalty programs are used to alter prices.

Trian Fund and other private equity firms proposed a sale they say would let the chain focus on long-term profitability.

Carvana reported record quarterly retail sales and an 84% jump in net income as it targets scale to 3 million annual vehicle sales.

The weaker-than-expected reading comes ahead of the Bank of Japan's next policy meeting.

The heavy equipment maker posted record quarterly sales of $20.68B, up 17%, and a $78B backlog driven by data center power demand, but left its full-year sales

The newly independent aerospace unit reported higher profit and revenue on steady demand and lifted its outlook, yet modest growth and supply chain commentary w

CEO Kelly Ortberg said Boeing will not raise 737 MAX production again in 2026, while a $745B order backlog failed to prevent a double-digit single-day share dro

The power equipment maker is expanding its grid portfolio with the Trench deal as third-quarter orders nearly doubled and backlog approached $200B on AI-driven

The medical imaging company reported its best quarter since spinning off from GE and lifted full-year guidance, with management citing AI-related demand.

The European planemaker reported lower profit as delivery delays tied to quality issues weighed on results.

Iron ore's fall below $90 a tonne pressures marginal producers and complicates asset sales across the seaborne trade.

Bullion is trading above $4,000 while analysts debate whether Fed tightening will cap further gains.

The collapsed port deal reflects how weak iron ore prices are stalling logistics asset sales in Brazil.

The upgraded forecast reflects expectations of tightening copper supply against electrification-driven demand.

The study values an expanded US rare earth magnet recycling platform as Western supply chain efforts intensify.

Gina Rinehart's privately held iron ore arm remains highly profitable even as benchmark prices retreat.