
Trump Brands Amodei AI Safety Essay a Hoax
Trump named Anthropic CEO Dario Amodei on Monday, calling AI safety warnings a hoax and vowing no White House brake on U.S. AI development.
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Trump named Anthropic CEO Dario Amodei on Monday, calling AI safety warnings a hoax and vowing no White House brake on U.S. AI development.

CrowdStrike and peer cybersecurity names surged as investors rotated out of AI chip infrastructure stocks, treating endpoint and cloud security as defensive plays in a tech selloff.

Broadcom Q3 AI chip revenue jumped 221% to $6.7B, consolidated sales hit a record $9.6B, and FY27 AI guidance reached $15B, but a Q4 miss sent AVGO down 3%.

The 10-year Treasury yield hit 5.041%, its highest since 2007, as surging oil and a hotter-than-expected August PPI cement near-certain Fed tightening and force a reset across interest rates.

Sam Altman calls an OpenAI IPO ill-advised in a Fortune interview, indefinitely deferring 2026's most anticipated tech listing and stranding underwriters who had begun quiet-period preparations.

Anthropic CEO Dario Amodei's safety essay, endorsed publicly by OpenAI and Microsoft leaders, sent the PHLX semiconductor index to its worst single session since July, down nearly 6%.

Iran-backed Iraqi drones knocked out Saudi Arabia's 1,200km East-West pipeline September 11, removing the only Hormuz bypass and putting 4-5M bbl/day of exports at risk.

Azure's 45% constant-currency growth guidance and a $78 billion commercial backlog up 84% year-over-year are driving the bull case that MSFT will displace AAPL within 18 months.

Super Micro's co-founder faces federal charges for routing $2.5B in restricted Nvidia AI chips to China; a board probe cleared current senior management.

Goldman Sachs warns Brent crude could top $120 per barrel in 2027 if Hormuz and Red Sea disruptions keep Gulf supply 4 million bpd below pre-war levels, threatening a stagflationary second shock.

The Federal Reserve begins its first rate-setting meeting since the December 2025 pause as futures price an 85% probability of a 25-basis-point increase in interest rates to a target range of…

The global crypto market capitalization surged 3% to $3.77 trillion on Monday as Bitcoin approached $98,000 and Ethereum topped $3,500, with traders pricing in a Senate breakthrough on the most…

The U.S. Senate holds a make-or-break cloture vote on the CLARITY Act at 2:15 PM ET, with 60 votes required and seven Democrats threatening to block the landmark crypto market-structure bill.

Gold has tumbled more than 20% since the US-Iran conflict erupted, as surging oil prices feed inflation and force the Federal Reserve toward higher interest rates, crushing the metal's traditional…

RTX, NOC, and LMT surged as Iran campaign combat deployments spotlight hardware demand with US defense spending on track to exceed $1.5 trillion by 2027.

Walmart Q2 same-store sales of 2.6% missed the 3.8% consensus - slowest in six years - as fuel costs and inflation curb U.S. discretionary spending.

30-year fixed mortgage rates hit 6.97% for a third straight session ahead of the FOMC, deepening an affordability crisis shutting buyers out of the fall housing market.

Dell Technologies lifted its full-year revenue outlook to $92 billion as AI server demand drove a record $5 billion backlog and quarterly revenue surged 58% year-over-year.

Consumer sentiment fell to 47.8 in September, breaching recession-era lows, as year-ahead inflation expectations hit 4.6%, the highest since June.

The ECB raised its deposit rate 25 basis points to 2.5% on September 10, its first hike in over a year, as eurozone CPI climbed to 3.3% on oil above $107 per barrel.

Kroger topped second-quarter profit estimates by $0.04 per share but nearly halved its full-year same-store sales forecast, sending KR shares down roughly 3% and signaling mounting strain on…

SPCX dropped 2.15% on September 14 after OpenAI terminated its AI model supply agreement with Cursor, translating the Musk-Altman corporate feud into a measurable revenue risk for SpaceX's $60…

SpaceX's Nasdaq-100 weighting is set to more than double at the September 18-21 quarterly rebalance, forcing an estimated $15.5 billion in passive ETF and index fund buying concentrated at the…

Adobe posted AI-first ARR growth of over 150% year-on-year in Q3 FY2026, with Firefly ARR up 40% quarter-on-quarter as the company raised full-year guidance and shares climbed 2.2%.

Oracle's cloud infrastructure unit hit $4.4 billion in revenue for Q1 FY2027 - up more than 100% year-over-year - as the company booked a record $10 billion in new AI cloud contracts in a single…

FTSE 100 rose 0.4% as BP and Shell each gained 1.5%, with Brent crude above $87 a barrel making energy majors rare safe havens in a global equity selloff.

China's yuan broke below 6.77 per dollar for the first time in three years as the PBOC's firmest midpoint since 2023 signals official tolerance for renminbi strength amid a widening global…

Brazil's Copom trims the Selic to 13.75% at the same September 15-16 window the Federal Reserve raises rates, delivering the clearest live illustration of developed-emerging market monetary policy…

The BOJ is set to raise rates to 1.25% at its September 17-18 meeting, hitting a 31-year high, after Hajime Takata's hawkish speech drove the yen 1.5% higher to a one-month peak.

SoftBank dropped 13% in Tokyo as OpenAI's shelved 2026 IPO and AI safety alarm hit its $100 billion financing stack, spreading contagion to Asian chip stocks from Seoul to Taipei.