Archive snapshot
Sun, Nov 1, 8:32 PM ET

Markets18 stories ›

Binance users pull billions after record $6.3 billion crypto hack; FBI blames North Korea
The theft is the largest in crypto history and has reignited concerns about exchange wallet custody and safety.
CNBC · +13 outlets
US stock futures edge higher after bruising October sell-off, Big Tech earnings and midterms in focus
Investors are weighing a $5 trillion AI-linked market wipeout against a heavy week of earnings, jobs data and the midterm elections.
Investing.com · +14 outlets
Asian stocks fall as tech rout fuels AI bubble fears
Concerns that hyperscaler AI spending will not pay off have driven sharp declines across global equity markets.
Bloomberg.com · +13 outlets
OpenAI cuts fundraising target for latest round to as much as $20 billion
The reduced target signals investor caution about the scale of AI capital commitments amid jitters over spending.
CNBC · +13 outlets
Apple reports Monday in new earnings era, testing CEO John Ternus on memory costs and consumer spending
The rare Monday report is the first major test of Apple's new leadership amid inflated memory prices.
MarketWatch · +14 outlets

Semis18 stories ›

South Korea October exports hit $115.3B, chip shipments up 259%, on AI boom
Korea's strongest export growth since 1974 puts the country on track to become only the fourth to top $1 trillion in annual shipments, with semiconductors now n
NDTV Profit · +14 outlets
Intel stock plunges about 29%, worst day in 52 years, erasing $187B in market value
The rout followed weak guidance and steep bank target cuts, deepening doubts about Intel's foundry turnaround; Washington's stake in the company has lost roughl
TechSpot · +14 outlets
Intel shifts production capacity from consumer to server CPUs amid 'unprecedented' AI demand
Intel is prioritizing data center CPUs and expanding capacity in the U.S., Ireland and Malaysia as PC demand weakens and AI supply stays tight, a key backdrop t
Tom's Hardware · +14 outlets
Intel slump drags Korean and Asian chip stocks lower; Samsung and SK hynix slide
Intel's selloff spilled into Asian memory and foundry names and tech indexes, capping a rough October for AI hardware shares.
Chosunbiz · +14 outlets
OpenAI's Sam Altman meets Samsung leadership in Korea to secure more data center memory
The meeting with roughly 50 Samsung executives underscores how acute the DRAM and HBM shortage has become for AI infrastructure buildouts.
Tom's Hardware · +7 outlets
AMD shares fall ahead of Q3 earnings; options imply 8.8% average post-print move
AMD enters its print in a bear market on circular-investing worries, with investors looking for AI chip growth to reverse the selloff.
Opening Bell Daily · +7 outlets

Software18 stories ›

ServiceNow CFO rejects claim that AI is disrupting enterprise software
ServiceNow's cRPO growth and AI partnerships are the test of whether agentic AI helps or erodes seat-based software models, after a 27% stock drawdown.
Seeking Alpha · +10 outlets
IBM warns AI boom is squeezing enterprise software budgets as sector shares sink
IBM's caution adds to a broad software selloff driven by doubts over how quickly AI spending converts into software revenue.
DD News · +9 outlets
Oracle stock swings on AI capex debate after FY30 targets and capital-intensive pivot
Oracle's raised long-term plan and heavy data center buildout have investors weighing AI backlog against rising debt and free cash flow strain.
ad-hoc-news.de · +12 outlets
Adobe names new CEO ahead of Q3 earnings; ADBE shares dip over 1% overnight
A leadership change lands just as Adobe reports, with investors watching whether AI monetization offsets pressure on its creative software franchise.
Stocktwits · +14 outlets
Google Cloud Q3 2026 revenue reaches $30.709B as Alphabet weighs AI capex against cash flow
Google Cloud's quarterly total and collapsing free cash flow frame the trade-off investors are weighing across hyperscaler AI buildouts.
NeoTeo · +3 outlets
SAP faces AI payoff scrutiny ahead of supply chain event; cloud order book strong
SAP's AI governance tools and cloud bookings are being judged against investor demands for proof of near-term revenue conversion.
ad-hoc-news.de · +2 outlets

AI18 stories ›

AI capex worries trigger broad tech sell-off as Nasdaq posts worst October since 2008 crisis era
Investors dumped technology shares as ballooning AI capital spending and disappointing earnings stoked fears that returns will not justify the outlay.
Business Upturn · +15 outlets
Big Tech AI capex surge pushes free cash flow below zero at three of four giants
Hyperscaler data center spending has outstripped operating cash generation, raising questions about how the buildout will be financed.
TradingView · +14 outlets
S&P cuts Meta credit outlook to negative on AI spending and cash flow strain
The rating agency warned Meta's heavy AI capital outlay could pressure cash flow, adding a credit dimension to the industry's spending debate.
BigGo Finance · +14 outlets
Nvidia revenue jumps 106% as AI chip demand stays strong, beats expectations
The results underscore that demand for AI accelerators remains robust even as investors question the sustainability of the broader spending cycle.
Yahoo Finance · +13 outlets
Intel shares plunge after Q4 guidance deepens AI trade rout
Intel's weak outlook and capacity shifts exposed how AI demand is squeezing its PC chip business while server competition intensifies.
Memeburn · +8 outlets
OpenAI lowers funding target for new round
The reduced target suggests investor appetite for the largest private AI lab is cooling amid broader doubts about AI economics.
TechCrunch · +13 outlets

Biotech18 stories ›

Hanmi launches South Korea's first homegrown GLP-1 obesity drug Epe, priced up to 40% below Mounjaro
Epe (epeglenatide) opens the domestic South Korean obesity market at roughly half Mounjaro's price, intensifying a global price war in GLP-1 therapies.
BigGo Finance · +6 outlets
FDA approves Merck's LIPFENDRA, the first oral PCSK9 inhibitor
An oral alternative to injectable PCSK9 cholesterol drugs broadens Merck's cardiovascular portfolio and pressures incumbents Amgen and Regeneron.
scanx.trade · +14 outlets
Inovio shares surge after FDA accelerated approval of VOCERYQ and a court win
The regulatory clearance hands Inovio its first approved product, though analysts flag a difficult commercial path ahead.
StocksToTrade · +7 outlets
FDA advisers narrowly vote to add six peptides to the drug compounding list
The advisory vote could loosen compounding restrictions on peptide drugs, a closely watched issue amid the GLP-1 supply debate.
Health Affairs · +13 outlets
Regeneron posts record Q3 2026 results and an $8B Sanofi alliance
Record quarterly revenue and an expanded Sanofi collaboration reinforce Regeneron's pipeline funding position.
Investing.com India · +3 outlets
Gene editing shares jump on ESGCT data and FDA draft guidance
Positive conference data plus a new FDA draft guidance lifted gene-editing equities, a sector sensitive to regulatory signals.
Genetic Engineering and Biotechnology Ne · +1 outlets

Energy18 stories ›

Iran war depletes global oil stockpiles; IEA warns supply shortfall will worsen
The IEA says the Iran conflict has pushed global oil supply below demand and left inventories near multi-decade lows, leaving markets exposed to further price s
EnergyNow · +13 outlets
Brent tests September highs, WTI tops $100 as XLE reclaims 18-year resistance
Crude's rally has energy equities at or near records and analysts debating whether high prices are starting to destroy demand.
StoneX · +6 outlets
IEA to accelerate release of 100 million barrels; EU speeds 42.6 million barrel drawdown
The IEA and EU are tapping strategic reserves to offset supply losses, while France has already released barrels, underscoring how thin the buffer has become.
EnergyNow.com · +9 outlets
Big Oil scores roughly $56 billion windfall on Iran war fuel price spike
Soaring crude and refined product prices have lifted integrated majors' profits to near record levels, reviving debate over how they deploy the cash.
Rigzone · +14 outlets
Trump expected to announce $54B South Korea investment in Alaska LNG
The Alaska LNG project is being pitched as economic on shipping savings, with Seoul reportedly set to commit $54 billion.
EnergyNow · +14 outlets
Iran says fourth oil tanker hit mine and caught fire in Strait of Hormuz
Repeated attacks on tankers in the Strait of Hormuz keep shipping risk and geopolitical premium elevated.
Anadolu Ajansı · +14 outlets

Clean Energy18 stories ›

Google signs 3.6 GW power deal with Constellation Energy
The agreement is one of the largest corporate power purchases tied to data center electricity demand, and comes alongside a $5B DOE loan to Constellation for nu
EnergyNow.com · +12 outlets
Xiaomi October EV deliveries top 50,000, a 2026 monthly record
The record month was driven by Xiaomi's new SUV, cementing the phone maker's rapid rise in China's EV market.
https://newsalert.com.pk/ · +14 outlets
China EV startups post divergent October deliveries; Xpeng tops 50,000 for first time
Leapmotor passed 100,000 units while Xpeng and Xiaomi crossed 50,000, and Li Auto slipped to about 29,000, showing widening gaps among China's EV makers.
BigGo Finance · +2 outlets
BYD October sales rise 11% as overseas shipments more than double
BYD's export growth outpaced its domestic business, as China's largest EV maker leans on overseas markets for expansion.
Forbes Middle East · +5 outlets
Trump clean energy tax credit cutoff drives project rush as prices set to rise
Developers are accelerating projects ahead of the expiration of federal clean energy tax credits, a shift expected to raise power prices.
EnergyNow.com · +3 outlets
Rivian raises delivery guidance on R2 demand despite stock decline
Rivian lifted its delivery outlook on R2 demand even as its share price fell sharply, highlighting investor skepticism about the EV maker's path.
Stocktwits · +14 outlets

Defense18 stories ›

Hanwha wins first US Navy shipbuilding contract, a $257M-$269M landing ship deal via Philly Shipyard
The award marks the first US Navy shipbuilding contract for Hanwha, roughly two years after it acquired Philadelphia's Philly Shipyard, and is seen as momentum
The Korea Daily · +5 outlets
US approves potential $2.1B sale of 500 Patriot missiles to Ukraine, deliveries could take years
The allied-funded package would replenish Ukraine's air defenses, though officials and Defense Express note 500 interceptors cover roughly three months of use a
CBS News · +14 outlets
Lockheed Martin completes $3.45B acquisition of maritime defense firm Ultra Maritime
The deal adds undersea warfare systems, including Indiana operations, to Lockheed's portfolio ahead of the Euronaval 2026 exhibition.
WPTA · +8 outlets
US Army awards Lockheed Martin $1.08B-$1.1B deal for PAC-3 Edge future interceptor
The award funds testing and production of the new PAC-3 Edge interceptor following its presentation at AUSA, expanding Lockheed's air-defense franchise.
Aviacionline · +2 outlets
Google and Alphabet in talks to join Pentagon's $185B Golden Dome defense program
Alphabet's involvement would bring commercial cloud and data capabilities to the missile-defense architecture, whose prime contractors include three public comp
NDTV Profit · +11 outlets
Russian strikes leave hundreds of thousands without power in Ukraine, Zelensky says
The attacks on Ukrainian infrastructure continue as Kyiv presses allies for expanded air-defense deliveries.
سانا · +14 outlets

Financials18 stories ›

Intel shares plunge 29% as investment banks cut price targets after Q3 earnings
The chipmaker's quarterly results triggered a broad wave of analyst downgrades and target cuts.
Beinsure
Goldman Sachs, JPMorgan, Morgan Stanley publish market outlook after tech selloff
Strategists at major investment banks are setting positioning guidance after a sharp pullback in technology shares.
Beinsure · +7 outlets
Soaring AI spending bills draw scrutiny from Wall Street executives
Rising artificial intelligence infrastructure costs are becoming a board-level budget concern for financial firms.
The Malaysian Reserve · +1 outlets
Societe Generale posts higher third-quarter profit and revenue as funding costs stay in focus
The French lender's Q3 results land amid heightened European bank scrutiny of deposit costs and net interest margins.
WSJ · +8 outlets
JPMorgan's first earnings miss since 2023 prompts take-profit debate
The bank's return profile and quarterly miss raise questions about whether the run in its shares can continue.
TIKR.com · +2 outlets
Goldman Sachs shares gain premarket on reported SpaceX connection
Trading interest in the investment bank was tied to speculation about its link to SpaceX financing activity.
Stocktwits · +5 outlets

Consumer18 stories ›

Amazon blocks Meta's Muse AI shopping agent as Alexa for Shopping hits 400m users
Meta's AI shopping agent is framed as a threat to Amazon's advertising business, and Amazon's move to block it now defines the emerging contest between AI assis
The Next Web · +14 outlets
South Korea retail sales fall for first time in 5 quarters as domestic demand sags
The decline marks a break from recent quarters and underscores weak household demand in Asia's fourth-largest economy, with hypermarkets posting a record losing
조선일보 · +12 outlets
Walmart and Costco gain ground in grocery wars as discounters take share
Share gains by the two warehouse-style retailers reinforce how value-focused chains are winning budget-conscious shoppers.
Business Insider Africa · +8 outlets
Reliance Retail Q2 gross revenue rises 6.4% to Rs 91,716 crore, JioMart up 42%
The results show India's largest retailer still growing, with its online grocery arm JioMart expanding far faster than the store network.
Storyboard18 · +4 outlets
Target adds emerging wellness brand to more than 1,800 stores ahead of holidays
The rollout is part of Target's push for traffic and differentiation as it heads into the holiday season.
Yahoo Finance · +14 outlets
Hero MotoCorp October dispatches up 16% to 7.34 lakh units, VIDA retail jumps 80%
The gains point to resilient two-wheeler demand in India and rapid scaling of Hero's electric VIDA brand.
CNBC TV18 · +5 outlets

Industrials18 stories ›

Caterpillar shares slump 9% as Q3 revenue falls short despite earnings beat; stock down nearly 13% in two days
The selloff came even as Caterpillar reported a record $78 billion backlog and its CEO said margins are near the low end of the target range, with tariffs cited
Stocktwits · +9 outlets
Boeing CEO says order for 22 more F-15EX fighters lifts total under contract to 120
The additional fighter order extends Boeing's defense backlog while its commercial unit works through 737 production delays that have weighed on the stock.
Defence Industry Europe · +14 outlets
Honeywell Aerospace builds $500 million Tempe manufacturing expansion; earnings call cites strong demand, tight supply
The expansion and bullish backlog commentary come as investors weigh the newly separated aerospace unit's valuation after a share pullback.
Yahoo Finance · +13 outlets
GE Vernova posts earnings beat; analysts focus on margin recovery in the backlog
Grid and power equipment demand tied to data center electrification is driving order growth, but margins in the backlog remain the key investor debate.
Simply Wall St · +7 outlets
Rockwell Automation dividend hike prompts investor reassessment; SecureOT cybersecurity launch also in focus
The dividend increase and a new OT security offering land as automation suppliers look to defend pricing amid tariff-driven supply chain shifts.
Yahoo Finance · +1 outlets
GE Aerospace raised guidance reshapes shareholder outlook; institutional position filings show mixed buying and selling
Several large holders disclosed position changes in GE Aerospace while investors digest the implications of the company's upgraded full-year forecast.
Yahoo Finance · +3 outlets

Materials18 stories ›

Vale Q3 net profit falls 53% as iron ore output drops 6% to 88.4 Mt, missing forecasts
Vale's weaker quarterly volumes and earnings add pressure to the seaborne iron ore market as Chinese steel demand stays soft.
IndexBox · +13 outlets
Gold plunges below $3,900/oz to one-year low, silver tumbles as Wall Street selloff sparks liquidation
A sharp precious metals selloff is prompting analysts to debate how close the market is to capitulation levels.
Kitco · +4 outlets
India's draft National Steel Policy targets 604 MTPA capacity by 2047
The draft vision would require a near-tripling of iron ore output, raising questions about raw material security.
openPR.com · +10 outlets
China's mineral export controls could put $6.5 trillion in global output at risk
Beijing's tightening grip on critical mineral exports is fuelling concern across downstream manufacturing supply chains.
Operativ Məlumat Mərkəzi · +14 outlets
Uranium equities slide on liquidity shocks and risk-off sentiment despite tighter supply outlook
Uranium miners are diverging from physical market fundamentals as investors pull back from risk assets.
Mining Weekly · +2 outlets
Lynas reports 55% revenue jump and locks in rare earth price floors
Price floors give the Australian producer more revenue certainty amid volatile rare earth markets.
Mining.com · +4 outlets