AMD's AI-chip driven results and a 2027 forecast of more than 80% revenue growth eased investor concerns about the sustainability of AI spending.

Major indexes split as the Nasdaq rose on a semiconductor rally while the Dow fell on Apple weakness, with investors awaiting midterm election results.

Apple's shares fell nearly 2% after its margin guidance and slowing services growth disappointed Wall Street, marking incoming CEO John Ternus's first earnings

Wall Street weighed how a possible Democratic sweep could affect stocks, Treasury yields, energy, banks and healthcare, with nearly $1.9 billion traded on midte

Meta's debt sale comes as tech giants' hidden AI-related debt swelled 90% to $3.2 trillion in six months, raising questions about the financing of the AI buildo

The move would dismantle CVS's $117 billion healthcare empire and marks a strategic reversal for one of the largest US healthcare conglomerates.

AMD's results and strong Q4 outlook signal AI accelerator demand is broadening beyond Nvidia, though analysts flagged inventory and free cash flow trends.

Delays in US export licensing could complicate SK Hynix's plans to build advanced packaging capacity in the US for AI memory.

Reports detail how high-end HBM is paired with unsanctioned processors to clear customs, undermining US export controls on AI memory.

Intel's data center sales rose 78% but investors focused on weak guidance, heavy capital spending, and cash burn, hitting confidence in its turnaround.

The reported policy would cap Chinese customers' share of cloud services using Nvidia data center products, further tightening AI access.

Marvell's move to combine network processors with photonics aims to create a leader in AI data center connectivity.

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

AMD's AI-driven data center growth and above-consensus outlook eased investor fears about hyperscaler AI spending.

The large optical and interconnect bet reflects both the scale of AI infrastructure spending and investor jitters about funding it.

Strong AI server demand lifted Super Micro's guidance above Wall Street estimates, reinforcing the AI hardware buildout theme.

New requirements pressuring partners to source most revenue outside China would tighten workarounds around US export controls.

Off-balance-sheet and lease obligations tied to AI infrastructure are growing fast, raising systemic financing questions.

Rising yields and debt-funded capex are prompting warnings that AI infrastructure financing could face a reckoning.

The upgraded guidance extends a broad pharma earnings windfall as Pfizer leans on its anticoagulant and oncology portfolio to offset pipeline pruning.

The Korean company claims its four-hormone candidate beats triple-action rivals while preserving muscle, positioning it in the crowded obesity race.

A priority review shortens the agency's decision timeline for what would be the first gene therapy for the inherited neurodegenerative disease.

The close vote could open the door for compounded versions of popular peptide therapies, a closely watched front in the GLP-1 supply battle.

The cuts show the company trimming early-stage programs even as it pushes into China's obesity market and touts its late-stage portfolio.

The expanded label moves the BTK inhibitor into front-line use for chronic lymphocytic leukemia and small lymphocytic lymphoma.

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.

The agreement links a major nuclear operator's output to data center load, a template for pairing existing reactors with AI power demand.

Tesla's Shanghai-built vehicle shipments grew again year over year as Chinese EV competition intensifies and its US share erodes.

BYD's record October volume underscores how far China's largest EV maker outpaces US electric vehicle demand in a single month.

The Energy Department financing would support expanding existing reactor output rather than building new plants.

Electrified heavy trucks now outsell diesel in China, with long-haul big rig share hitting 64.5% and fuel demand beginning to reflect the shift.

The milestone advances India's three-stage nuclear program and its long-term fuel security plans.

The approved missiles have yet to be manufactured and would not reach Ukraine until several years into the next decade, underscoring the lag between approvals a

The expansion is aimed at boosting missile production capacity as US stockpiles come under strain from ongoing conflicts.

The solicitation signals continued US investment in low-cost, attritable strike weapons for Ukraine as inventories tighten.

The deal expands Lockheed's undersea warfare portfolio amid rising demand for anti-submarine systems.

The exit narrows the field for the Navy's replacement of the T-45, leaving Leonardo and Textron among the remaining contenders.

The discussions point to Big Tech's expanding role in large-scale defense architecture, though the scope of any Alphabet contribution remains unclear.

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 foodborne illness outbreak dented Taco Bell's third-quarter same-store sales, though Yum said the brand is recovering and overall results topped expectation

Amazon is trimming staff while executives point to improved retail profitability and future revenue growth, a contrast investors have underappreciated in the sh

The surprise contraction underscores persistent weakness in Europe's largest economy and weighed on the euro in currency markets.

The gain points to a steady recovery in Hong Kong consumer spending, with online sales and local demand offsetting weaker tourism-linked categories.

The multiyear deal deepens Walmart's supply chain automation push and gives Symbotic a major committed backlog.

The cyberattack wave on internet-connected retail equipment spotlights supply chain security risks for European retailers.

Honeywell's aerospace unit lifted its EPS outlook after a strong quarter, with the earnings call flagging a backlog above $19 billion.

CEO William Brown said the operational overhaul aims for $1 billion in annual productivity gains by the end of 2027.

The humanoid robotics company raised $465 million to resolve debts ahead of its merger with Churchill Capital Corp XI.

The retailer aims to improve speed and inventory replenishment across its regional distribution network.

The ISM Purchasing Managers' Index showed continued expansion but increasingly negative respondent comments on price volatility and trade wars.

The startup pledged $165 million in equity toward scaling its small uncrewed aircraft systems production.

Iron ore prices steadied and rebounded from extended losses as lower valuations drew buyers and China's demand decline proved slower than expected, though analy

A broad selloff across gold, copper and lithium equities erased hundreds of billions in market value from the biggest miners, prompting value hunters to look at

Washington is linking its diplomatic push for peace in Myanmar to access for rare earth minerals, underscoring efforts to diversify supply away from China.

Macquarie says output growth from Rio Tinto's giant Simandou project in Guinea is sufficient to cover supply reductions elsewhere, keeping the seaborne iron ore

Saudi Aramco and mining giant Ma'aden are moving ahead with a joint venture aimed at developing the kingdom's mineral resources, part of its economic diversific

India's commerce minister said the country would build its own tunnel boring machines should Beijing restrict shipments, the latest sign of supply chain conting