Apple's strong iPhone demand was offset by a weak margin forecast and supply constraints tied to rising memory prices, sending the stock lower.

Renewed doubts about the scale and financing of AI infrastructure spending drove a broad tech selloff that dragged the Nasdaq-100 into correction territory whil

Signs that Washington and Tehran are pursuing diplomacy eased supply fears and produced the largest one-day crude decline since July.

Palantir's blowout quarter was clouded by decelerating US commercial contract growth, prompting analyst caution despite the earnings beat.

Anthropic's IPO preparations reveal rapid revenue growth alongside massive compute purchase commitments of $895.4 billion.

Oracle's large debt and equity raise underscores the mounting capital needs of hyperscale AI infrastructure and weighed on its shares.

Intel's record one-day drop followed weak Q4 guidance and fueled a broader selloff across semiconductor names, with the US government's stake reportedly down bi

Korea's chip-driven export surge puts the country on track to top $1 trillion in annual shipments, underscoring AI memory demand.

The costly all-stock-style deal would expand Marvell's AI networking and optics footprint amid surging data center demand.

Taiwan is adding penalties and closing loopholes as US-aligned restrictions on advanced AI chip flows to China tighten.

AMD's results will test whether it is gaining ground on Nvidia in AI accelerators and whether its data-center forecast holds up.

Qualcomm faces scrutiny on whether AI data-center growth can offset the anticipated Apple modem cliff and soft handset demand.

The equity and debt raise is aimed at funding Oracle's massive AI data center buildout, which investors have questioned given its free cash flow trajectory.

Microsoft's cloud unit continues to grow on AI demand, with its bond offering heavily oversubscribed amid the infrastructure buildout.

The AI-driven selloff reflected elevated investor expectations for hyperscaler growth and capital spending.

Wall Street is questioning whether Google's rising AI capital expenditure will translate into returns as competition intensifies.

ServiceNow beat on growth and lifted its AI revenue target, but the market is focused on the coming quarters and cRPO trajectory.

The upgrade on cloud infrastructure outlook follows Oracle's financing moves, though the stock remains under pressure on AI spending concerns.

The all-stock deal is one of the largest bets yet on AI data center connectivity, landing as investors grow more skeptical of AI spending returns.

Tech shares fell on concerns about AI capital spending payoffs, with AMD's upcoming results and Intel's recent rout cited as key pressure points.

S&P flagged deteriorating free cash flow as Meta's AI infrastructure outlays weigh on its balance sheet and ratings profile.

Alphabet's second euro bond sale of 2026 is testing investor appetite for debt issued to finance AI expansion.

The raise, alongside a reported data breach, underscores the growing financing needs and risks in Oracle's AI infrastructure push.

President Lee's plan, including roughly $15.8B for AI data centers and chips, aims at sovereign AI and military modernization.

The clearance is the first US approval for a plasmid DNA-based immunotherapy and sent Inovio shares sharply higher, reframing the company's outlook.

A priority review shortens the agency's action timeline for what the company calls a defining milestone in Huntington's disease.

The hold covers the BMB-101 Phase 2 epilepsy study and a new pediatric IND, clouding the biotech's near-term timeline.

A domestically developed GLP-1 entering at a 26-44% discount pressures the imported obesity drug franchise in Korea.

Merck's dominant immunotherapy is set to lose exclusivity, and the biosimilar wave will test pricing and formulary dynamics.

Partnering interest in the PD-1/VEGF bispecific signals how much rides on its upcoming trial readout.

Renewed optimism about a US-Iran peace deal and mediation talks between Iran and Qatar pushed crude lower, easing pressure on global markets even as the Strait

Sultan Al Jaber warned that eroded supply buffers mean the world needs more strategic storage and refining capacity closer to consumers after the Hormuz disrupt

Blackstone Credit & Insurance and Canadian institutional investors are acquiring a stake in the Shell-led LNG Canada export project, with Mitsubishi selling dow

The agency flagged shrinking stockpiles as the Iran war depletes reserves, with the IEA's chief saying it stands ready to further tap emergency oil reserves if

Major OPEC+ producers reaffirmed current production quotas for December, holding steady even as the Iran conflict continues to remove swaths of supply from the

Goldman's upward revision of nearly 17% reflects persistent supply disruption from the Iran conflict and depleted global inventories.

BYD's record BEV month, with overseas shipments more than doubling, underscores Chinese automakers' widening lead in global electric vehicle volumes.

Record October deliveries at China's EV startups, led by Leapmotor above 100,000 units, highlight intensifying domestic competition.

The conditional federal loan would fund power uprates at existing reactors, a rare large-scale bet on expanding US nuclear output.

Solar overtaking nuclear in global output marks a milestone in the buildout of renewable capacity.

The rule makes Massachusetts one of the first states to tie data center approvals to clean power procurement as demand surges.

The utility says the grid operator is not adding generation fast enough and storage plus transmission investment can close the gap.

Deliveries are not expected until the early 2030s, highlighting Patriot production bottlenecks.

The expansion boosts solid rocket motor and missile production capacity amid surging munitions demand.

The order ties Ukraine's air defense needs to expanded US missile manufacturing lines.

The LSM award, arranged via TOTE Services in Philadelphia, is Hanwha's first US Navy shipbuilding contract.

The deal adds undersea warfare systems to Lockheed's portfolio as naval demand grows.

The award funds development of a next-generation interceptor for homeland and regional missile defense.

Banks are tightening terms that shift liability to customers who let autonomous AI agents act on their accounts, part of a broader Wall Street security crackdow

The increase follows the bank's push to return more capital to shareholders after passing stress tests and expanding its efficiency program.

The large equity offering would fund Oracle's aggressive expansion of AI cloud infrastructure, a capital-intensive pivot.

The steelmaker's published analyst consensus sets the bar for its third quarter results amid weak global steel demand and tariff uncertainty.

The watchdog said weak earnings from the mortgage push led to liquidity and capital shortfalls at the Philadelphia bank.

Wall Street strategists laid out where they see markets heading following a broad technology stock decline.

The unexpected contraction in Europe's largest consumer market underscores weak household demand as the ECB weighs its next rate move.

Apple's record fiscal fourth quarter was overshadowed by guidance pointing to higher component costs and softer services growth.

A wave of attacks on internet-connected cooling systems at grocery retailers raises fresh concerns about IoT security in retail infrastructure.

The deal would consolidate two of the largest US delivery platforms, pressuring rivals in grocery and on-demand delivery.

Retailers and banks are debating whether to block AI agents that scrape product data, a fight with implications for ad revenue and traffic.

The beauty group is leaning on prestige scents and reduced discounting to steady margins amid a soft mass-market backdrop.

Survey respondents grew more negative on price volatility and trade wars even as US factory activity extended its expansion streak.

The retailer is betting on warehouse robotics to improve speed and inventory replenishment across its US network.

The power equipment maker retained mid-20s margin guidance for FY27 even as its stock slid in the sessions that followed.

The aerospace unit's earnings and expansion plans have analysts debating whether the stock is undervalued.

Post-earnings analysis has turned bullish and bearish at once, with one bank calling for 85% gains and others trimming targets.

The company says it has called back roughly 1,000 people since 2024, rebuilding staffing after a contract renewal with the UAW collapsed in August.

Iron ore has stabilised after sharp declines as Chinese demand holds up better than expected, though analysts warn of soft steel demand and rising seaborne supp

Vale's Q3 production fell while sales rose and mid-grade fines share reached 24%, with the miner missing EPS estimates as iron ore prices weighed on results eve

China's dominance in rare earth processing keeps US prices far above Chinese levels, as investors watch magnet supply tightening and Mongolia's deposits as alte

India's draft national steel policy sets an ambitious 2047 capacity goal, raising questions about raw material security and a shift from protection toward compe

The direct-reduced-iron facility expands US steelmaking capacity and reduces reliance on imported pig iron as tariff policy reshapes supply chains.

The proposed investment would be one of the largest US steel projects in decades, betting on domestic iron and steel demand.