Investors punished the market after hyperscalers guided to roughly $828 billion in combined AI capital spending, reviving doubts about returns.

Comments from Dallas Fed President Logan and St. Louis Fed President Musalem contrasted with market bets on a December cut.

The cartel kept quotas unchanged, leaving Gulf shipping and Iranian supply disruption as the main swing factors for crude prices.

The reduced target comes as AI financing costs and investor scrutiny of spending intensify across the sector.

The FBI attributed the largest crypto theft on record to North Korea, prompting questions about custody practices across the industry.

The rating agency flagged rising capital expenditures and weakening free cash flow at the social media company.

A weak Q4 forecast tied to the PC slump and supply constraints triggered Intel's steepest single-day drop since 1974 and dragged semiconductor peers lower.

Intel's guidance shock spread across AI hardware names, with the Nasdaq falling sharply and few chip stocks escaping the selloff.

AI-driven memory demand drove Korea's strongest export month on record, lifting chip sales to nearly half of total exports.

Intel's downbeat PC outlook weighed on rival CPU makers ahead of AMD's own earnings report, with options markets pricing a big move.

Intel is expanding chipmaking and advanced packaging in the US, Ireland and Malaysia as data center CPU demand surges while the PC market shrinks.

Nvidia and optical component peers sold off in sympathy with weak AI infrastructure signals from Intel and Amazon.

ServiceNow's steepest one-day drop wiped out tens of billions in market value as investors questioned whether AI will disrupt seat-based enterprise software, a

Google Cloud revenue doubled and backlog swelled past $560 billion, but record capital spending and a revenue miss triggered Alphabet's steepest drop since 2020

A broad AI-linked selloff erased about $2 trillion in value, with Alphabet and Intel among the hardest hit as investors questioned the sustainability of hypersc

Azure's reacceleration and free cash flow beat eased fears about hyperscaler AI spending, even as Microsoft issued $25 billion in debt to fund infrastructure.

Oracle's move to limit new borrowing for its data center buildout raised doubts about the scale of its AI expansion, adding to a sector-wide retreat.

The AI developer's filing lands as public markets grapple with a sharp selloff in AI-linked stocks.

October's tech selloff, driven by doubts over hyperscaler AI capex and cash flow, ranks among the worst monthly drawdowns for large-cap technology shares.

Intel's PC chip weakness and an AI-driven memory crunch overshadowed 78% growth in its AI division, wiping billions from the US government's stake.

Hyperscaler capital spending has reached levels that now rival or exceed operating cash flow, forcing companies to lean on debt markets.

Alphabet's worst single-day decline came as free cash flow turned negative and investors debated whether AI is rewriting the economics of Google Search.

Amazon's move to use a supplier loan facility underscores growing reliance on external financing to sustain AI and data center investment.

Rising debt loads and negative free cash flow at several hyperscalers are prompting investors to question the durability of the AI infrastructure buildout.

The approval gives Inovio its first commercial product and pressures rival Precigen, whose shares fell 27% after hours on the news.

An oral alternative to injectable PCSK9 drugs could broaden the cholesterol-lowering class beyond patients who accept shots.

Dupixent royalties and Eylea HD sales drove the beat, reinforcing Regeneron's reliance on partnered immunology revenue.

Lilly's guidance lift underscores how obesity and diabetes franchises are still outrunning pricing pressure.

Hanmi's first homegrown GLP-1 enters a roughly 2 trillion won Korean obesity market at a steep discount to Wegovy and Mounjaro.

India's drug price regulator is tightening compliance as experts push for compulsory licensing to curb oncology markups.

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.

October marked a first-time 50,000-plus month for both Xiaomi and XPeng while Li Auto fell back, underscoring widening gaps in China's crowded EV market.

Rivian's bets on a pricier R2 launch trim paid off, lifting its full-year delivery outlook and sending shares higher.

The agreement is one of the largest corporate power purchases tied to data center demand and adds momentum to nuclear contracting by Big Tech.

Nearly a gigawatt of advanced reactor capacity is being lined up to serve rising industrial and data center power demand.

Nio's main brand slide and a fifth straight monthly decline at sub-brand Onvo signal pressure at the premium EV maker.

The rule adds a state-level constraint on data center power sourcing as US demand for computing capacity surges.

The package, paid for by allies rather than US funds, aims to shore up Ukraine's air defenses amid tensions over earlier interceptor deliveries.

The new interceptor is intended to keep pace with rising demand for Patriot-family air defense munitions.

The $185B Golden Dome program would rely heavily on commercial cloud, data and AI capabilities alongside traditional primes.

The deal expands Lockheed's maritime portfolio at a time of elevated naval and shipbuilding demand.

The award to be built at Philly Shipyard marks Hanwha's first US Navy shipbuilding deal and a test of the service's new acquisition approach via TOTE Services.

A defense intelligence memo warns China could gain insight into the program as Washington weighs the export.

Analyst downgrades deepened the selloff in Intel shares following its third-quarter results.

JPMorgan's Q1 results broke a multi-quarter beat streak, while comparison pieces highlight differing revenue trajectories among big banks.

US banks are building tokenised deposit products while a group of 33 listed companies blocks tokenized versions of their shares on a crypto exchange venture.

Wells Fargo's quarterly beat was tempered by margin pressure and technical trading chatter on the stock.

The senator is pressing the Justice Department on whether criminal charges follow the earlier regulatory penalties against BofA.

NatWest's Q3 profit fell and its interest income guidance spooked investors, dragging the shares lower.

Amazon's Q3 retail revenue lagged expectations, prompting Citizens to cut its price target to $275 even as AWS growth stayed solid.

The automation spend aims to lower fulfillment costs across Walmart's grocery and general merchandise supply chain.

Regulators allege the point-of-sale provider charged restaurant clients and their customers undisclosed fees.

Falling sales at restaurants and small retailers point to a broad consumer pullback in discretionary spending.

E-commerce led October gains, offering a positive read on consumer demand into the holidays.

Shoppers are shifting grocery purchases online while in-store volumes soften, reshaping supermarket strategy.

Investor focus turned to tariff exposure and backlog doubts after the heavy equipment maker's Q3 revenue of $20.7B came in below consensus, even as profit beat.

The unit reported strong demand but tight supply, and issued FY 2026 guidance even as the stock traded lower after the results.

Investors assessed how the delays affect Boeing's output plans as analysts pressed management on the Q3 earnings call.

Defense contractors flagged record order backlogs while Huntington Ingalls lifted its shipbuilding revenue outlook.

Investors weighed how the power equipment maker's quarterly beat affects the stock's outlook.

The Association for Advancing Automation called it 2026's strongest quarter, driven by semiconductor, biopharma and automotive demand.

Vale's weaker quarterly volumes and earnings add pressure to the seaborne iron ore market as Chinese steel demand stays soft.

A sharp precious metals selloff is prompting analysts to debate how close the market is to capitulation levels.

The draft vision would require a near-tripling of iron ore output, raising questions about raw material security.

Beijing's tightening grip on critical mineral exports is fuelling concern across downstream manufacturing supply chains.

Uranium miners are diverging from physical market fundamentals as investors pull back from risk assets.

Price floors give the Australian producer more revenue certainty amid volatile rare earth markets.