Weak quarterly results from Amazon and Intel drove a broad tech selloff and renewed investor doubts about the scale of AI capital spending.

Alphabet's earnings miss was read as the first sign that AI is eroding its core search business, dragging the broader market lower.

The record breach rattled crypto markets and prompted questions about whether frozen funds can be recovered, with blockchain analysts linking North Korea to the

Intel's worst day in two years erased roughly $128 billion in value and raised doubts about whether AMD faces the same pressures.

The cloud unit grew 39% but soaring data center spending and negative free cash flow weighed on the stock.

Sticky inflation days before the midterms kept rate hike expectations alive, pressuring rate-sensitive assets.

Intel beat on Q3 earnings but guided well below expectations, blaming a PC market slowdown that arrived sooner and deeper than expected, and the stock wiped out

Investors sold tech broadly after Amazon, Intel and Alphabet results revived doubts about the payoff from record AI capital spending.

Reports alleged that Alice Huang, a senior executive at an Nvidia cloud partner, was identified as a Chinese intelligence asset passing information to Beijing,

AMD fell as much as 10% as Intel's weak PC market forecast raised semiconductor demand concerns across the sector.

PC makers fell sharply as Intel's guidance pointed to a deeper and longer than expected slump in computer demand.

The blast at Intel's Israeli fab is expected to cost $600 million and disrupt 10nm Xeon server CPU shipments for two quarters.

The software maker's slowing subscription backlog growth renewed investor fears that AI will disrupt seat-based enterprise software.

Investors sold off Big Tech after Alphabet's capex guidance suggested AI infrastructure spending will keep pressuring profits and cash flow.

The disclosure gives the first direct dollar comparison of Azure with AWS, and Microsoft also flagged $10B in revenue from its OpenAI arrangements.

The security vendor's soft services outlook dragged down cybersecurity peers including Palo Alto, CrowdStrike and Okta.

AWS growth stayed strong, but heavy AI-related spending pushed Amazon's free cash flow negative for the quarter.

Oracle's capital-spending plan and free cash flow trajectory became a proxy for whether AI infrastructure bets can pay off.

Intel beat Q3 estimates but guided below consensus for Q4, with management saying the AI boom's memory and component demand is squeezing its PC business.

Google's cloud and chip sales grew, but the data center build-out drove roughly $9B of negative free cash flow, spooking investors.

AWS revenue rose 39% but Amazon's spending plans and softer revenue underwhelmed Wall Street.

Samsung's AI-driven memory boom lifted profits sharply, yet the semiconductor divisional result came in below expectations and investors fretted about supply in

Microsoft's cloud and AI revenue grew, but it spent about $6.5B less on infrastructure than expected, which was not by choice.

The large multi-year compute agreement deepens Broadcom's role as an AI accelerator and networking supplier for Anthropic.

Lilly's GLP-1 franchise drove another guidance raise, underscoring how obesity drugs are reshaping Big Pharma earnings even amid US pricing pressure.

The readout intensifies the race among next-generation multi-agonist obesity drugs, where Lilly and Novo are competing for the next standard of care.

The revision leaves expensive branded oncology medicines largely untouched, reigniting debate over whether India's price controls deliver real affordability.

Hanmi Pharm's launch gives South Korea a domestically developed GLP-1 option priced below imported rivals, testing local demand for weight-loss treatment.

The delay pushes back a potential new entrant in sickle cell disease, where competition among gene and drug therapies is already intense.

The regulatory test will shape Vertex's push beyond cystic fibrosis into pain and other new therapeutic areas.

BP's blowout quarter, driven by refining and trading, sets the tone for Big Oil earnings as high pump prices loom over the US midterms.

The attack on a transiting tanker escalates Middle East tensions and adds a fresh risk premium to already elevated crude prices.

The two US majors topped expectations, with downstream margins rather than upstream output driving the beat.

Record oil company profits and $4-plus pump prices are colliding with the US midterm campaign, drawing political scrutiny of shareholders and industry returns.

Coordinated emergency stock releases aim to cool prices from war-driven supply fears, though the barrels arrive gradually.

Crude is on track for a four-month winning streak as traders weigh war risk against emergency supply releases.

The R2's first full quarter of deliveries lifted Rivian past the R1 and its Amazon van, with the company guiding for further growth.

Toyota will build a custom bZ4X with the Waymo Driver integrated on the line in Japan, marking Waymo's first expansion of its vehicle platform with the automake

The group's EV sales growth is adding margin strain, prompting management warnings about profitability and cost action.

The deal pairs a major data center power buyer with existing nuclear capacity as tech companies seek firm clean electricity.

BYD shipped more than half a million vehicles abroad in the quarter, though rising inventory and stalling local deliveries cloud the picture; Geely also reporte

Harley-Davidson's electric motorcycle brand said it has substantial doubt about its ability to keep operating, sending its shares lower.

The Army chose Lockheed's PAC-3 Edge design for its Future Interceptor effort through an Other Transaction Agreement worth about $1 billion, a major win in the

Washington and Tokyo will set up a Japanese AMRAAM assembly facility and expand SM-3 production, seeking to widen Indo-Pacific missile supply amid high global d

Pentagon officials have in recent weeks urged several NATO countries to soften their public language about Russia, signaling a shift in Washington's messaging t

After food spoiled at commissaries in August, Pentagon investigators are examining the incidents as a possible hack and looking at similar cases in France.

The order directs federal agencies away from the AI company as the Defense Department labels it a supply chain risk, escalating tensions between the Pentagon an

New Delhi cleared a large defense spending package as friction with China along the border persists, boosting domestic suppliers such as Bharat Electronics.

The Spanish lender lifted its full-year profitability goal on stronger-than-expected third-quarter earnings even as deposit costs rose and net interest income c

Korean financial holding companies are on pace for record annual earnings, with brokerage units weak while banking divisions carried the results.

KB became the first Korean financial group to approach the 6 trillion won annual profit mark on a nine-month basis.

Listed companies are objecting to tokenized versions of their shares offered by a crypto exchange and ICE joint venture, raising questions about equity tokeniza

Wells Fargo's third-quarter beat was offset by margin pressure, with analysts revising targets as the bank operates after its asset cap ended.

Major banks are restricting customer use of third-party AI agents such as Muse, citing security and liability risks in agentic commerce.

Amazon's retail segment lagged while heavy AI capex overshadowed cloud growth, pressuring the stock and prompting analyst target cuts.

The deal merges two of the largest grocery and retail delivery platforms, reshaping the US delivery market.

The agency is examining how personal data, including from loyalty programs, may be used to alter prices for consumers.

The approval advances Amazon's satellite ambitions, adding spectrum and infrastructure to its connectivity plans.

Amazon's Leo satellite plans are being framed as a direct challenge to Starlink, weighing on space stocks.

The Applebee's and IHOP owner adopted a defensive measure after receiving a buyout bid from Cobblers and Arkhouse.

Caterpillar posted record quarterly sales of $20.68B, up 17%, but a modest revenue miss and unchanged annual guidance left investors worried about AI-driven pow

GE Vernova reported profit nearly tripling with backlog near $196.7B and announced a $9 billion acquisition of Trench to expand high-voltage grid equipment, tho

Boeing CEO Kelly Ortberg said the planemaker will not raise 737 MAX output again in 2026, as commercial airplane profits dipped despite higher revenue and cash

Honeywell Aerospace beat on Q3 earnings with higher sales and raised guidance, but the stock slipped as investors weighed supply chain recovery against 2027 gro

GE HealthCare reported better-than-expected third-quarter results and lifted full-year guidance, its strongest earnings since spinning off from GE, sending shar

For the second time this month, the president told cabinet officials to negotiate over imports flagged by a Section 232 probe as a threat to U.S. commerce and s

The Brazilian miner's weaker quarter underscores margin pressure across high-cost iron ore producers as prices stay subdued.

Sub-$90 ore prices squeeze marginal producers and set the tone for contract and freight negotiations into November.

Steel mill restocking and questions over Fortescue shipments lifted prices off recent lows even as demand stayed subdued.

The Fed's rate hold and lingering hike odds kept pressure on precious metals despite gold holding above $4,000.

Chinese production curbs tied to environmental policy are weighing on ore demand and prices into next week.

The move follows a broader African push to capture domestic processing value from bauxite, gold and other resources.