Ford CEO Jim Farley says Europe waited too long to confront Chinese automakers, but America still has choices as Ford balances competition, strategic partnerships and growing political scrutiny over China’s potential entry into the United States.
Oura’s delayed offering joins a widening string of IPO setbacks as rising bond yields, resumed rate increases and concerns about AI spending test companies seeking public capital during the third quarter.
Musk lashed out after unverified remarks attributed to Delta CEO Ed Bastian, exposing a fierce contest between Starlink and Amazon’s Leo network for lucrative airline contracts and the loyalty of passengers demanding reliable cabin internet.
Boeing shares gained 2% after the company defeated Northrop Grumman for a Navy fighter contract worth more than $20 billion, adding the F/A-XX program to its existing Air Force F-47 development award.
Disney is cutting around 300 jobs, mainly in human resources and technology, as CEO Josh D’Amaro presses ahead with cost reductions and a broader strategy to align the company’s film, streaming, parks, consumer goods, gaming and sports operations.
Goldman Sachs directors have reportedly discussed a potential 2027 or 2028 exit for CEO David Solomon, offering the clearest succession window yet as No. 2 executive John Waldron stands positioned to take control.
JP Morgan downgraded PepsiCo despite its shares hovering near a 52 week low, citing weak North American trends, pressure on margins, and doubts about the pace of recovery as management works to deliver its 2026 guidance.
Anthropic’s prospectus pairs extraordinary revenue growth and a potential valuation above $2 trillion with a nearly $42 billion net loss, massive infrastructure obligations and warnings about customer concentration and the unpredictable behavior of increasingly autonomous AI systems.
Nvidia’s additional $150 billion repurchase authorization signals management’s confidence as its fiscal 2028 earnings multiple trails major technology peers, even while analysts forecast nearly $385 billion in net income and 60% growth from the prior year.
Nvidia CEO Jensen Huang says model distillation is competition, directly challenging the White House’s theft characterization as Treasury Secretary Scott Bessent threatens sanctions against overseas companies accused of extracting capability from models built in the United States.
Starship reached orbit for the first time and deployed 26 new Starlink V3 satellites, advancing a launch system central to SpaceX’s Connectivity expansion, NASA plans, and ambitions for far greater cargo capacity.
Nvidia added $150 billion to its buyback authorization, bringing the total to $235 billion through fiscal 2028, while Huang pointed to AI expansion, cash generation and plans to double 2027 chip sales.
Micron’s earnings and the September jobs report will provide critical readings on AI infrastructure demand and economic strength, while investors also monitor Meta’s Muse momentum, consumer weakness, inflation data, and the extended US and China trade truce.
Institutional investors are increasing market flows despite surging Treasury yields, while retail participation retreats from earlier highs. Select artificial intelligence stocks, including Meta Platforms, are drawing attention as Wall Street becomes more selective amid volatility.
A San Diego federal jury awarded Taction Technology more than $5.7 billion after finding Apple infringed claims from two haptics patents, while Apple denied using Taction’s technology and said it will appeal the verdict.
Berkshire Hathaway has expanded its Lennar position by 93% to 25.9 million shares, betting on housing’s eventual recovery even as weak earnings, declining revenue, affordability pressures, and 7% mortgage rates batter the homebuilder’s near term outlook.