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Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

Anthropic's Dario Amodei, OpenAI's and SpaceX's Elon Musk say they want an AI slowdown. Will they? The Fed looms as well.

The health-products company said it planned to hive off its DePuy Synthes unit to focus on higher-growth areas.

Investing.com -- Oracle Corp (NYSE:ORCL) executive chair and chief technology officer Larry Ellison has cancelled a trading plan that would have allowed him to sell up to 50 million shares of the company, Oracle said on Saturday, adding that no shares were sold under the plan and that he has no other plans to sell Oracle stock.

A new bull started coverage with math that cuts against the crowd

Oracle Corp. Chairman Larry Ellison canceled his plan to sell as many as 50 million shares in the tech company, a holding worth $7.5 billion, a day after the company disclosed the founder’s divestment plan.

Larry Ellison scrapped plans to sell up to $7.5 billion worth of his Oracle stake, a day after the company disclosed the billionaire’s trading plans. In a statement Saturday, Oracle said Ellison had reversed course. “No Oracle stock was sold under that plan, and he has no other plans to sell any of his Oracle stock,” it said.

Freeport-McMoRan (FCX) stock fell 6.6% on Thursday to close at $71.21, while the S&P 500 slipped 0.6%. Copper sold off on surging yields and on reports that the White House has yet to decide on copper tariffs, raising concern the plan could be dropped over worries about higher manufacturing costs. That doubt lands on the part of Freeport that management says a tariff would help: its US business.

Oracle Corp. increased the scale of its planned job cuts while the company grapples with a cash crunch tied to development of large-scale data centers for artificial intelligence work.

A federal judge has cleared Estée Lauder Companies to proceed with and expand its trademark lawsuit against Walmart over fake luxury beauty products sold.

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Uber’s CEO just said something about layoffs that nobody else cutting jobs is saying.

On Sept. 11, 2026, oil prices retreated intraday, helping investors look past sticky inflation data and fueling risk-on sentiment.

CPI's biggest fan just decided to sell the stock. Is it time to panic?

Morgan Stanley Cuts Novo Nordisk to Underweight as Semaglutide Risks Cloud Outlook

The stock market fell as oil prices and Treasury yields soared, but rebounded Friday on the CPI inflation report. Apple, Oracle, Meta were key movers.

Wharton professor Jeremy Siegel sees a collision coming between a new Fed chair, a bond market demanding action, and stocks caught in the crossfire at next week's FOMC meeting.

Florida is suing Netflix for billions, accusing the streaming giant of secretly tracking children for advertisers while publicly promising families a safe alternative to social media surveillance. The outcome could unravel the economics powering Netflix's fastest-growing business.

Stocks rebounded Friday after four straight days of losses, even as August inflation data lifted Fed rate-hike odds above 85%

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Investing.com -- JPMorgan downgraded Chewy to Neutral from Overweight in a note on Friday, citing persistent macroeconomic pressure on the online pet retailer's organic growth even as the company executes well on its own initiatives.

Kroger cuts its fiscal-year same-store sales outlook, citing the impact of the Inflation Reduction Act.

US equity futures were edging higher pre-bell Friday as traders awaited the second of two key inflat

Jensen Huang rebuffed AI catastrophe warnings while highlighting massive infrastructure demand as key growth drivers.

STOCKS 0015 GMT — Japanese stocks are lower as fears about the Iran war and rising energy costs have grown. Chip-related stocks are leading declines. Kioxia Holdings is down 5.7%, SoftBank Group is 4.

Oracle (ORCL) tops fiscal first quarter earnings and revenue estimates; the stock is gaining in Thursday's after-hours trading. Epistrophy Capital Research chief market strategist Cory Johnson speaks with Josh Lipton about Oracle's results and where certain concentration risks lie within the AI ecosystem.

(Updates with market moves at the end of the day, and other changes, if any.) Stocks on Wall Stre

Adobe Inc. gave an outlook for sales that narrowly missed analysts’ estimates, renewing concerns about pressure from artificial intelligence upstarts.

The CEO of one of Apple’s biggest carrier partners did not mince words.

Fitch Ratings says an AI-led market collapse could send U.S. share prices down 35% over six months and push the economy into recession, as American growth becomes increasingly dependent on technology spending. The ratings firm modeled the outcome as a...