Concerns about the cost of AI infrastructure drove chip and software stocks lower, with the S&P 500 and Nasdaq falling while the Dow rose on rotation out of tec

Apple's guidance disappointed investors as rising memory chip costs squeeze margins, marking an early test for new CEO John Ternus.

Traders weighed political uncertainty alongside a tech-led selloff and lower oil prices ahead of Tuesday's midterm vote.

Crude rose after the US strike, following a prior session when prices fell about 7% on signals both sides were open to diplomacy.

Analysts blamed slowing bookings growth for the selloff even as Palantir posted a first $2 billion quarter on strong US commercial demand.

Crude's slide lifted travel and blue-chip stocks while weighing on energy names, as investors digested conflicting signals on Iran.

Intel's Q4 outlook spooked chip investors, wiping tens of billions from the stock and drawing scrutiny of the U.S. government's equity stake and foundry plans.

The deal aims to create a category leader in AI connectivity by co-designing network processors and lasers for optical transceivers, with Nvidia's Huang reporte

Customs checks on server processors let smugglers pair high-end HBM with low-end chips to legalize exports, feeding Huawei's AI ambitions while Taiwan tightens

The directive, reported by the FT, marks Nvidia's latest move to reduce geopolitical risk as U.S. chip curbs and China tensions persist.

The reported customers would join Tesla at Samsung's Texas fab, giving AMD and Nvidia another U.S. source for HBM and related parts.

October semiconductor exports rose 259.4% on surging memory prices, lifting the KOSPI and putting Korea on track for a record export year even as AI-fear sellin

Oracle raised $20 billion in a single day through common stock and senior notes, using up a four-year financing cap announced days earlier, as investors worried

Marvell's planned purchase of Lumentum would be among the biggest acquisitions in tech history, with Nvidia a strategic investor in both companies.

ServiceNow shares fell after its quarterly report as the market fretted that agentic AI could disrupt traditional enterprise software business models, making th

Alphabet's cloud results beat expectations but a $15 billion increase in AI capital spending weighed on the stock before analysts defended the investment case.

CrowdStrike announced new native AI security products on AWS, an AI Kill Switch for safety, and a deal to buy Fiddler for agent observability, even as its share

A wave of selling hit cybersecurity and infrastructure software names including Okta, Zscaler, Qualys, Rapid7, SentinelOne, Cloudflare, MongoDB, Datadog and Fas

The all-stock deal would fold Lumentum's optical components into Marvell as hyperscalers race to build out AI data center interconnect capacity, though investor

With hyperscaler capital spending tracking toward $740 billion or more, investors are increasingly questioning free cash flow and the payoff timeline for the bu

AMD's guidance is seen as the key test for whether AI accelerator demand can offset a sharp chip stock pullback that followed Intel's crash.

Worries about the funding burden of the AI build-out outweighed positive geopolitical headlines, dragging major indexes lower.

President Lee's government is making AI and semiconductor investment a centerpiece of the largest budget in the country's history.

RSI, where AI systems meaningfully accelerate their own training, is a long-discussed threshold that safety researchers consider a key risk milestone.

The partial hold pauses a planned seizure study for the Dravet/absence epilepsy candidate after toxicity findings in mice, dimming the small biotech's near-term

The label expansion moves the BTK inhibitor into front-line use, expanding its addressable patient population.

The first-in-human dosing marks a step for in vivo gene editing approaches in a disease with high unmet need.

Oral GLP-1 options reaching shelves widen access beyond injectables in a major market.

Sustained GLP-1 demand and market forecasts for the obesity category are driving investor enthusiasm around the sector's leaders.

The ceiling price reductions expand affordable access to oncology drugs in India, though experts flag broader pricing concerns.

Crude's biggest one-day drop since July came after Washington and Tehran signaled willingness to resume negotiations, lifting global equities and airline shares

The disposal advances Shell's portfolio pruning while expanding Abu Dhabi's upstream and LNG reach into Australia.

Higher oil and fuel prices offset supply disruptions from attacks on the company's assets.

Cheaper crude offered relief but AI-related tech weakness kept equities mixed ahead of US midterms.

The EU's largest economy faces a difficult heating season after falling short of its pre-winter storage goal.

Strong European demand ahead of winter pushed US LNG shipments to their second-highest level on record and lifted prices.

Tesla's Shanghai plant output for the month rose, a closely watched gauge of demand in its largest overseas market amid intensifying local competition.

BYD, Geely, Leapmotor and others reported strong October volumes, underscoring China's dominance in global EV production and exports.

The conditional loan supports power uprates at existing nuclear plants as data center and industrial demand for firm clean power grows.

The record month lifted Xiaomi's Hong Kong shares, showing the phone maker's rapid rise into China's crowded EV market.

Reuters data showed Tesla's monthly European registrations increasing even as Chinese brands continued to take share.

The Korean battery maker's results reflect growing demand for grid-scale energy storage alongside EV batteries.

The interceptors are not yet built and are not expected to be delivered until the early 2030s.

The expansion boosts US solid rocket motor and missile production capacity as Pentagon demand rises.

The multi-year award locks in long-term demand for Raytheon's naval air defense interceptor line.

New Delhi is buying corvettes from domestic shipyards plus carrier-capable fighters from France and submarines from Germany.

The Turkish defense firm's largest export deal to date underscores growing demand for non-Western air defense systems.

A tech giant entering the flagship missile defense program would mark a notable shift in the contractor base.

The bank is tightening terms and demanding proof that customers have revoked authorized AI agents, part of a broader Wall Street security crackdown on agentic b

The combined equity and debt raise is one of the largest recent corporate fundraisings and signals heavy capital needs, widely linked to AI infrastructure spend

The surge underscores how volatile markets and heavy client activity are lifting trading desks at the largest US investment banks.

Record private credit origination shows direct lenders keep taking share from banks even as credit markets wobble.

The Austrian lender's upgraded guidance highlights how European banks are separating Russia exposure from core earnings growth.

Analysts expect bumper bank profits as trading, dealmaking and net interest income hold up into the reporting period.

The FTC is examining pricing at major retailers, adding regulatory pressure to the grocery and general merchandise giants.

The surprise decline in Europe's largest economy signals softening consumer demand and weighs on broader eurozone growth expectations.

A foodborne illness scare tied to cyclosporiasis dented Taco Bell's US comparable sales even as parent Yum Brands topped earnings expectations.

Jassy's bullish comments on Amazon's retail business come as the stock lags and the company touts AWS and AI chip momentum.

Rising memory prices are squeezing Apple's gross margin outlook for the key holiday quarter.

The investment deepens Walmart's supply chain automation push as it seeks faster fulfillment and lower costs.

GE Vernova's quarterly results and raised guidance rekindled the valuation debate, with analysts split between large upside targets and downside calls.

The machinery maker's record quarter and higher guidance came as analysts trimmed price targets and debated whether industrial demand has turned.

The ISM Purchasing Managers' Index showed sustained expansion, but respondents cited the Iran conflict, price volatility and trade wars as growing drags.

Boeing's recovery remains uneven, with a record order book and defense backlog not yet translating into sustained profitability; Jim Cramer said buy GE instead.

Walmart will deploy Symbotic's robotics at 25 regional facilities to speed fulfillment and inventory replenishment, a major scale-up for warehouse automation.

The aerospace unit's record backlog and new Arizona plant investment underpin a bull case that the business is undervalued.

A broad selloff across gold, copper and lithium equities has erased about $712bn in market value from the world's biggest mining companies, prompting value scre

Washington is pursuing deeper ties with Myanmar's government as part of an effort to secure supply of the country's rare earth resources.

The direct reduced iron facility is part of US steelmakers' push to expand domestic, lower-emission steelmaking capacity.

Prices stabilized after a sharp decline as Chinese demand proved firmer than expected, though near-zero import margins and regional consolidation expectations p

The launch, on the Tezos blockchain, tests tokenized ownership of physical industrial metals as a new financing and trading model.

The Guinea project's ramp-up is set to fill gaps left by mine curtailments at other producers, according to the bank's analysis.