Equities rallied on bets that a divided Washington will curb policy swings, with cheaper oil adding to the risk-on mood.

Crude slumped after Vice President JD Vance blamed Republican losses on the Iran conflict, feeding expectations of easing geopolitical risk.

Democratic wins in Texas and other states raised long-term questions about the AI infrastructure boom, hitting chip, utility and industrial names.

The move would unwind CVS's $78 billion Aetna acquisition and dismantle the vertically integrated healthcare conglomerate built since 2018.

Democrats won seven Senate seats, roughly 30 House districts and five governorships, and are preparing an affordability agenda.

The company beat expectations but guided lower, citing rising component costs and the loss of Apple's modem business.

AMD's blowout quarter and aggressive Q4 guidance lifted chip stocks and prompted a wave of analyst price target changes.

AMD's $17B Q4 guidance would exceed Intel's projections, marking a symbolic shift in the x86 market.

US export license delays are complicating SK Hynix's planned New York investment, with the company saying its chip equipment license remains valid.

Customs checks on processor specs let traders pair high-end memory with low-end chips and ship them legally, underscoring gaps in US export controls.

The reported policy caps Chinese buyers at under half of a cloud provider's Nvidia-based capacity, tightening China's access to AI compute.

Supply constraints are choking deliveries of export-friendly RTX Pro 5500 cards despite huge Chinese demand.

The raise combines common stock priced at $116 and senior notes, and drew scrutiny over both the scale of Oracle's AI-linked debt and the speed with which it fo

Both companies share Nvidia as a strategic investor, making the deal a major consolidation bet on AI optical and networking supply.

The cancellation follows White House pressure and adds uncertainty to Oracle's AI capacity commitments in China.

Wall Street focused on the spending increase while cloud profitability and reported Golden Dome talks offered offsetting signals.

Datadog's guidance dragged observability and data software peers lower, including Cloudflare, MongoDB, JFrog, and Elastic.

Adobe shares are down about 30% this year as investors weigh whether generative AI erodes its creative software franchise.

AMD's blowout quarter and upbeat guidance eased investor fears that AI infrastructure spending is peaking.

Victories by candidates who campaigned against data center construction raise questions about power, permitting and the pace of the AI buildout.

Markets interpreted the election result as a check on AI spending and regulation risk, lifting megacap tech shares.

Arm's forecast topped estimates, underscoring continued royalty and licensing momentum tied to AI chip designs.

Off-balance-sheet and bond financing for AI infrastructure is growing fast, raising questions about who ultimately funds the buildout.

The AI industry's political spending failed to deliver uniformly, and groups are pivoting toward the next election cycle.

The reported bid would be a sizable bolt-on for AstraZeneca's rare disease and obesity pipeline and follows a wave of large pharma M&A.

The third guidance lift reflects strong oral GLP-1 demand, with Novo also eyeing a US launch of the combination drug Cagrisema.

Lilly's incretin franchise continues to outpace Novo Nordisk in the market for obesity and diabetes drugs.

Newer products are filling the revenue gap left by declining demand for Pfizer's Covid franchise.

The lawsuit raises questions about safety disclosures for Madrigal's liver disease drug, its key commercial asset.

Analysts expect a friendlier policy backdrop for drugmakers following the election results.

Crude prices fell by the most since July after Washington and Tehran signaled renewed diplomacy to avoid a return to all-out war.

A Democratic sweep of both chambers reshapes the U.S. energy policy outlook and follows an election dominated by voter anger over pump prices.

The IRGC claim raises the stakes for tanker traffic through the world's most important oil chokepoint.

The national average was the highest ever recorded on a congressional election day, underscoring energy costs as a campaign issue.

The agency said new LNG capacity is not enough to offset Middle East supply disruptions and sees market pressure extending through 2027.

The reported escalation marks a new phase in Houthi attacks that have targeted Saudi territory with drones and missiles for months.

Investors repriced power and clean energy names after Democrats swept the midterms, betting on policy tailwinds for renewables and headwinds for AI data center

Tesla's Shanghai output reversed to year-over-year growth but slipped month over month, drawing competing reads on demand as China's NEV market expanded.

Ford's EV volume collapsed year over year even as its truck business held up, underscoring the uneven US electric transition.

The recall covers a software glitch that can cause temporary loss of braking, a safety issue for GM's growing EV fleet.

Battery-electric registrations in Germany rose 79.5% year over year in October, the strongest share on record for Europe's largest auto market.

Ford positioned the Fathom among the cheapest EVs in the US, a bet on affordability to restart demand.

Investors fear a Democratic-controlled Congress will tighten Pentagon budgets and cancel programs, hitting US and European defense shares.

The deaths add to mounting US casualties sustained while supporting operations against Iran.

A Democratic sweep reshapes the congressional defense committees and threatens programs such as Autonomous Warfare Command and the Golden Fleet.

The investment expands Lockheed's missile capacity as demand rises for munitions, including for the Iran conflict.

The Army's old ammunition factories have left a legacy of pollution and safety violations while output is ramped up.

The Navy now plans to award the UJTS trainer jet program between July and September 2027.

The investigation follows an OCC report finding bank policies that restricted access to banking services, widening scrutiny of major US lenders.

The policy requires customers to prove they revoked an AI agent's access, as banks move to limit liability from autonomous financial agents.

The Italian lender lifted its 2026 profit outlook even as third-quarter revenue missed, with management citing the Siena deal in longer-term targets.

The surge underscores how trading desks are driving bank profits this earnings season.

Global investment banks are seeing returns on years of China expansion after a prolonged slowdown.

The cloud and software company raised capital through a large combined equity and debt offering.

Shopping agents that research and buy on consumers' behalf could bypass the sponsored listings that anchor retail media revenue at the two largest US retailers.

Amazon is opening its AI shopping assistant to third-party merchants as Alexa shopping reaches a reported 400 million users.

The decline underscores pressure on lower-income diners as the chain tests entry-level mix-and-match bundles to restore visit frequency.

The outbreak pulled Taco Bell's US sales lower, ending a multi-quarter streak even as Yum reported better-than-expected overall Q3 sales.

The furniture retailer said it gained share in a sluggish home category, with active customers up 4.7%.

Local demand and inbound tourism are driving the 17th straight month of gains in the city's retail sector.

Caterpillar's third-quarter results showed record sales and a record backlog alongside a capacity expansion push, yet the stock sold off after the report, promp

A Democratic sweep in the midterms pressured GE Vernova, Vertiv and other power and industrial names amid concerns that policy shifts could weigh on electricity

Following a stronger-than-expected quarter, analysts including BMO reiterated large upside targets even as GE Vernova shares fell sharply, reopening the debate

The humanoid robotics company raised $465 million to resolve debts ahead of its SPAC merger, with common stock due to start trading Thursday.

The aerospace unit's stronger quarter and improved 2026 guidance put execution in focus as Honeywell continues its portfolio reshaping.

The insider purchase comes as Boeing shares trade at a discount after fresh orders, with the company still working through its production and profitability chal

A Democratic sweep in the US midterm elections is expected to pressure the dollar and bond yields, a backdrop viewed as bullish for precious metals, with silver

The ramp-up of Guinea's Simandou project is expected to cushion the global iron ore market against production cuts at other mines, according to Macquarie.

Broad risk-off sentiment has dragged copper to its weakest level in ten weeks, a warning sign for the industrial metals complex.

The Brazilian miner is considering lower 2027 iron ore output as higher freight costs bite, following a sharp decline in quarterly earnings.

Iron ore futures recovered on short-covering and expectations that Chinese steelmakers will restock, lifting prices from recent lows.

The offtake deal adds commercial backing to rare earths supply outside China as Western buyers seek diversified sourcing.