Subpar Big Tech earnings and mounting doubts about the payoff from massive AI capital spending drove the Nasdaq to its worst month in over a year and erased rou

The largest crypto hack ever has hit Binance customer confidence and drawn in Washington and Elon Musk, even as bitcoin held up better than expected and the exc

Intel's post-earnings collapse made it October's worst S&P 500 performer and cut deeply into the government's equity holding taken under its 2025 rescue deal.

Dallas Fed President Lorie Logan and other policymakers signaled additional tightening as markets reassessed rate expectations alongside the tech selloff.

Federal debt exceeding the size of the economy for fiscal 2026 raises fiscal sustainability questions days before the midterm elections.

The reduced target comes as investors grow more cautious about AI spending and valuations.

Intel's weak forecast and warnings of prolonged PC weakness wiped roughly $140 billion from its market value, its steepest one-day decline since 1974.

Intel's gloomy PC guidance rippled across the semiconductor and wider tech complex, sparking a broad AI-related selloff that dragged the Nasdaq sharply lower.

Nvidia defended Huang's contacts with an ex-Megaspeed executive identified in a report as a Chinese intelligence asset, while Beijing dismissed the allegations

Wall Street analysts cut Intel price targets and downgraded the stock, saying the PC-driven turnaround has been pushed further out.

Intel's crash cut the value of the US government's equity stake, though the holding reportedly remains around three times its original value.

Intel's warning on PC demand and supply limits weighed on rival chipmakers, with AMD shares falling as investors reassessed CPU demand.

Alphabet's weaker search revenue and worsening cash burn drove a broad tech selloff, with the Nasdaq closing more than 1% lower as investors questioned AI spend

ServiceNow's subscription revenue shortfall fanned fears that AI is disrupting enterprise software, even as the company's CFO disputed that narrative.

Azure's faster growth and stronger-than-expected free cash flow contrasted with the capex concerns weighing on other hyperscalers.

AWS growth accelerated on AI demand, but Amazon's overall earnings miss and $2.4B negative free cash flow raised questions about its spending pace.

A broad software pullback hit cloud and AI application names, with Datadog and Cloudflare down double digits on the week.

Big Tech's billions in AI infrastructure spending are drawing scrutiny over sustainability as borrowing rises and investor skepticism grows.

Investors punished hyperscalers after record capital expenditures and weak earnings guidance raised doubts about returns on the AI buildout.

Intel's outlook was hit by surging memory costs and weak PC demand even as its AI server business grew, sparking a broad chip sector selloff.

Hyperscalers' spending pledges now represent a vast share of the AI economy, drawing scrutiny over debt and negative cash flow.

Analysts warn that rising borrowing costs and investor skepticism could test the sustainability of the AI buildout.

AWS is taking its custom silicon beyond its own cloud, citing TSMC capacity constraints and customer demand outside AWS.

The chipmaker backing a customer's debt underscores how vendors are helping finance the AI buildout to keep demand going.

Lilly's Q3 beat and higher guidance reinforced its dominant position in the obesity market, though acquisition charges and a looming triple-agonist race keep in

The licensing pact signals Novo's push to bolster its oral obesity pipeline as competition with Lilly's injectables intensifies.

The NPPA's new ceiling prices and a 30% trade margin cap aim to curb mark-ups but leave many patients facing continued affordability gaps.

The accelerated nod marks a regulatory milestone for INOVIO's DNA-medicine platform.

The manufacturing halt raises fresh compliance questions for Sun Pharma's US-linked supply chain.

Big pharma's strong guidance shows pricing pressure from Washington has not yet dented top-line growth.

Both supermajors beat estimates as refining, not production, drove results during Middle East conflict and elevated crude prices.

Industry profits and rising gasoline, diesel and jet fuel costs have become a central political issue heading into the U.S. midterm elections.

Renewed U.S.-Iran hostilities and attacks on tankers have lifted crude near triple digits, unsettling global fuel markets.

Winter supply concerns and unusually low storage lifted Dutch TTF front-month gas to levels last seen during the 2022 energy crisis.

Coordinated stockpile releases aim to offset supply disruptions and cap diesel and crude costs.

After years focused on the Permian and Gulf of Mexico, Chevron is reviving high-impact exploration and expanding in Venezuela.

Rivian beat Q3 estimates and raised its full-year delivery outlook on stronger-than-expected R2 demand, sending the stock up about 5%.

The agreement is one of the largest corporate nuclear power purchases, reflecting data center demand for firm clean electricity.

The federal loan supports Southern Co's power buildout as electricity demand rises from data centers and industry.

Toyota will build a custom bZ4X with Waymo Driver integrated on the line in Japan, expanding their autonomous driving partnership.

The loan is part of a broader federal push to add nuclear capacity as AI and data centers strain the grid.

The advanced reactor project would add nearly a gigawatt of capacity, backed by major tech and utility partners.

The Army's award to Lockheed for a new interceptor comes as U.S. officials acknowledge concerns about depleted missile-defense stockpiles.

The approval comes amid heightened tensions between Kyiv and Washington over purported delays in interceptor transfers.

The award marks the first shipyard selection by TOTE Services as construction manager of the Navy's LSM program and Hanwha's first U.S. naval shipbuilding deal.

The long-term F-35 production arrangement locks in an extended backlog for Lockheed's largest franchise program.

A Defense Intelligence Agency memo warns that exposing the F-35 program to Saudi Arabia could give China a look inside the stealth fighter's technology.

The company is betting on sustained international demand for defense systems to roughly double its foreign sales over the next several years.

The post-earnings selloff reflects broad analyst concern about Intel's outlook, a rare case of a chipmaker move dominating financials-beat coverage.

The senator is pressing the Justice Department on whether criminal charges follow this month's penalties from three financial regulators.

The move pits major listed companies against efforts to trade tokenized versions of their shares on a crypto exchange-backed venue.

The Jordan Creek office reduction is the bank's biggest single layoff in five years, signaling continued cost discipline.

The sector's reporting cycle begins with investors watching for revenue trends and margin pressure across the big lenders.

The bank beat on earnings but faces continued net interest margin compression.

Amazon's Q3 retail and advertising results disappointed investors even as AWS grew, sending the stock sharply lower and prompting analysts to trim price targets

On the Q3 earnings call Jassy defended the retail segment's progress in delivery speed, groceries and pharmacy, and Morgan Stanley maintained its long-term bull

The IHOP and Applebee's parent moved to block a takeover after investors have sought to take casual dining chains private amid market pressure.

A popular space heater sold by major retailers including Costco is being recalled after units reportedly caught fire, affecting shoppers nationwide.

British retailers posted their strongest sales growth since January 2025 in October, helped by online demand and a seasonal shift to winter apparel, though shop

Higher cocoa prices and consumers watching sugar intake are pressuring candy sales, with Hershey among those expected to feel the pinch.

The machinery maker's results beat on profit but came in light on revenue, and management's commentary left open questions on tariffs and backlog, sending the s

Honeywell's aerospace unit raised guidance on robust demand, yet investors focused on tight supply conditions and the resulting margin debate.

Questions about 737 build rates come alongside record defense backlogs and improved sentiment from Bernstein's reaffirmed Buy rating.

The broker upgrade marks a shift in sentiment for the power equipment maker as analysts reassess losses in its offshore wind segment.

Automation demand accelerated on substantial increases in orders from semiconductor, biopharmaceutical, and automotive customers.

Defense contractors pointed to strong order books, with Huntington Ingalls lifting its shipbuilding revenue outlook.

Bullion's sharp drop triggered liquidation across precious metals and dragged miners, with Wall Street turning bearish while retail analysts stayed bullish.

The Brazilian miner's weaker quarter reflects cost pressure across Brazil's mining sector and softer iron ore demand.

Supply concerns tied to China-Fortescue negotiations pushed iron ore prices higher even as analysts trimmed expectations for the miner.

Chinese environmental production restrictions and bloated port inventories kept iron ore under pressure, with analysts expecting consolidation at lows.

The monthly recap flagged near-term copper weakness against a more constructive long-term forecast from the World Bank.

Uranium equities sold off alongside other miners, with some analysts framing the dip as an entry point on tightening fundamentals.