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.

The plunge dragged down rival CPU makers and made Intel October's worst-performing S&P 500 stock.

Lenders and private credit markets are taking a larger role in financing the AI infrastructure build-out as bond investors demand more protection.

The diplomacy is aimed at averting a resumption of American-led strikes on Iran, with oil markets watching closely.

Pump prices are a political liability for the administration while refining margins have driven big oil earnings higher.

The unscheduled downgrade reflects deteriorating debt dynamics in the eurozone's second-largest economy.

Fixed income markets are largely positioned flat ahead of an election whose outcome could shift fiscal and tax policy.

The bank expects the AI investment cycle to peak, weighing on corporate profit growth ahead.

Fund managers are reducing risk as the AI capital spending cycle becomes a larger share of US growth.

The AI-fueled memory boom nearly doubled October export growth, a key read on global semiconductor demand.

The Nasdaq posted its worst single-day performance since June as a broad risk-off sweep hit megacap tech.

The drop underscores how AI-generated search results are eroding referral traffic for content platforms.