
Stocks, Pulled in Two Directions, Fall to End Volatile Week
Inflation and jitters over artificial intelligence are fighting for investors' attention.


Market news
Headlines, company news and fresh SEC filings, updated every morning. Stocks we cover show their Quant Score and today’s move — tap one to see the full picture.
Updated daily· last update 12h ago

Inflation and jitters over artificial intelligence are fighting for investors' attention.




After previous day's slump, trading is quieter among AI shares
'The Big Money Show' panel analyze President Donald Trump invoking the Defense Production Act to boost domestic oil production. #foxbusiness #fox #thebigmoneyshow #bigmoneyshow #donaldtrump #presidenttrump #defenseproductionact #domesticoil #oilproduction #energyproduction #americanenergy #energyindependence #oilandgas #domesticenergy #energypolicy #crudeoil #gasprices #energysecurity #businessnews
Ciena CEO Gary Smith is “suitably paranoid,” but optimistic.
Material event · accepted 13h ago
Canadian stocks rally despite trade tensions. Higher interest rates could test momentum.
US consumer sentiment edged down to a five-month low in October as high prices and rising interest rates depressed morale. The University of Michigan's final sentiment index eased to 48 from 48.1 in September, according to the survey released Friday. Even so, that was an improvement from the preliminary reading and topped all estimates in a Bloomberg survey of economists. Joanne Hsu, University of Michigan Surveys of Consumers Director joins to discuss.
Oil has climbed back to an Iran-war high and may soon go higher, if the U.S. and Israel strike Iran after their respective voters go to the polls in the coming days.
Equity valuations remain fragile as 10-year Treasury yields hover near multi-decade highs, with no clear signs of imminent rate declines. Current premium valuations are justified only if unprecedented, sustained earnings growth materializes, an assumption undermined by exhausted tailwinds from lower rates and tax cuts.
SpaceX: AI is now its biggest business, and the compute plan keeps growing. Meta: Capex up 80%, cash flow below zero, early returns in the core.
Top LNG exporter QatarEnergy in talks to buy US LNG from Woodside's Louisiana plant
CNBC's MacKenzie Sigalos joins ‘The Exchange' to discuss the launch of Apple's iPhone Duo from the company's flagship store in New York City.
Germany secures extra winter gas supplies as storage levels lag
Warning signals of a US recession are intensifying, now spreading from consumer stress into labor and credit markets. I maintain a defensive stance, favoring long-duration Treasuries and utilities, while now avoiding high-yield bonds due to deteriorating risk/reward.
The order, however, won't have a dramatic impact on home affordability.
An interest-rate decision by the Federal Reserve will be the highlight of a busy week ahead.
Alexandra Semenova of @CharlesSchwab says relief in the bond market came with sacrifice in the AI trade. The biggest question facing the sector is how companies seeking funding to build out their AI endeavors will actually acquire the capital to do so.
Cheniere Energy secures 4 mtpa in long-term LNG supply agreements with QatarEnergy through 2054, supporting future demand and its planned Sabine Pass expansion.
Jarrod Agen, Assistant to the President and Executive Director of the White House National Energy Dominance Council, discusses refinery expansion, the Defense Production Act, oil supply and energy prices.
‘Daring Fireball' blogger John Gruber joins 'Squawk on the Street' to discuss Apple's new iPhone Duo as it hits store shelves.
President Trump's novel deal-making is on display in upstate New York, where the administration is funneling Japanese funds into a government-owned chip factory.
Treasury bill settlements will inject $106.1 billion in net new cash next week, intensifying liquidity headwinds for risk assets. Historical data show that the S&P 500 and Nasdaq 100 exhibit a bearish bias on T-bill settlement days versus non-settlement days.
CNBC's Seema Mody reports on memory stocks.
Official inflation data shows prices rising at 3.7%, but a separate government report exposes a staggering cost surge that businesses are already absorbing and that households may not feel until they reach the checkout counter.
Trump says Canada 'working very hard' to make a deal with US
Bill Dudley, former New York Fed President and Bloomberg Opinion columnist, discusses messaging on interest rates from the Federal Reserve's so-called troika, the influence of the artificial intelligence buildout on rates, and his expectation for the central bank to hold steady in October. His opinions are his own.
Global hedge funds logged one of their broadest declines since the Covid pandemic on Thursday following the stock market selloff, according to Goldman Sachs Group Inc.'s prime brokerage desk. Nishant Kumar reports on Bloomberg Television.
Cybersecurity teams are racing to patch security flaws in the PHP programming language, which were discovered using advanced AI models. Experts believe the PHP security flaws serve as the latest example of what's to come, and some have dubbed the moment "Black October.
Lam Research, Applied Materials, and KLA are all under pressure. Citi believes there's even more downside potential after the three stocks have booked big declines as of late.
Data center spending to more than double to $2.1 trillion by 2028
Ed Zitron, Founder and Chief Executive Officer of EZPR, argues that OpenAI and Anthropic are load bearing for the entire market, that no ratings agency can honestly put them above triple C, and that they should be allowed to fail anyway. Anthropic's draft IPO prospectus, as reviewed by The Wall Street Journal, shows $16.3 billion of first-half revenue against an $80.7 billion net loss, about $72 billion of it non-cash charges on convertible notes, plus roughly $450 billion of mostly non-cancelable cloud commitments.
Ship attacks in Strait of Hormuz hit record high in October
The semiconductor industry faces heightened uncertainty amid AI-driven growth, recent tech sector selloffs, and looming earnings reports from leaders like Nvidia and Advanced Micro Devices. Valuation concerns and pressure for profitability may slow AI expansion, with chipmakers reallocating capacity toward enterprise-level AI chips over consumer products.
Why AI data centers are powering a boom in fuel-cell demand
ASX's AI-driven packaging demand fuels record revenues and LEAP expansion plans, while capacity constraints and $10.5 billion in CapEx shape its growth outlook.
A selloff in tech giants and escalating Middle East hostilities have pushed global investors towards the safety of bonds. Meanwhile, a Chine tech repricing is deepening.
A surprisingly strong U.S. economy sustained its vigor on the verge of the holiday shopping season, a pair of S&P surveys showed, as businesses hired more workers to keep up with rising customer demand. The one big negative? High inflation and climbing prices, which companies are trying to pass on to customers.
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Millrose Properties, Inc. ("Millrose" or the "Company") (NYSE: MRP) on behalf of investors that purchased or otherwise acquired Millrose securities between February 7, 2025 and October 2, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Millrose and have suffered losses, you may CLICK HERE to contact us.
TORONTO, Oct. 23, 2026 (GLOBE NEWSWIRE) -- BlackRock Asset Management Canada Limited (“BlackRock Canada”), an indirect, wholly-owned subsidiary of BlackRock, Inc. (“BlackRock”) (NYSE:BLK) announced today that it intends to terminate iShares Convertible Bond Index ETF (the “Terminating Fund”), based on an ongoing process to review its product lineup. The Terminating Fund will terminate on or about January 21, 2027 (the “Termination Date”).
ExxonMobil has rewarded investors with a growing dividend for 43 years. TotalEnergies is unique among its integrated energy peers because of its push into electricity.
NYSE · As of 4:00 PM ET 10/23/26
Super Micro Computer, Inc. is experiencing explosive AI-driven growth, with preliminary numbers showing Q1 revenues will surge 280% YoY to ~$19 billion. Gross margin guidance has been raised to 12%-12.5%, reflecting successful product differentiation and dispelling server commoditization fears. Strategic partnerships with Cisco and Nokia, along with ongoing innovation, enhance Super Micro Computer's reach and pricing power in AI infrastructure.
NASDAQ · As of 4:00 PM ET 10/23/26
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Alphabet Inc. ("Alphabet" or the "Company") (NASDAQ: GOOGL) (NASDAQ: GOOG) on behalf of investors that purchased or otherwise acquired Alphabet securities between May 19, 2026 and July 16, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Alphabet and have suffered losses, you may CLICK HERE to contact us.
Cerebras Systems Inc. has fallen 69% from its $386 peak, while Q2 core revenue still grew 103% year over year. RPO reached $25.4 billion, cash exceeded $8.6 billion, and management expects 2027 core revenue to more than triple. AMD integration could increase throughput around 5x, but customer deployment and real revenue conversion remain the key proof points.
NYSE · As of 4:00 PM ET 10/23/26
SpaceX delivered exceptional Q3 results, with revenue growing 161% year-over-year and adjusted EBITDA increasing 306%. Its rapidly expanding compute business is now the main growth driver, with management targeting up to 13 GW of capacity by the end of 2027. Strong external demand and flexible compute allocation could help SpaceX finance its own AI development while monetizing capacity at attractive rates.
Colombia's Ecopetrol sees Q3 net profit at up to $1.57 billion
Apple reaches a record high despite technology-sector pressure, but a weaker weekly finish and upcoming earnings put breakout confirmation, key support, and upside targets in focus.
Robinhood launched cryptocurrency perpetual futures earlier this year. Expanding into single-stock perps could further broaden its market.
RESTON, Va., Oct. 23, 2026 /PRNewswire/ -- General Dynamics (NYSE:GD) announced today that Amy Johnson has been appointed as president of GDIT, effective November 3.
Tom Staudt, president of ARK Invest (@ARKInvest2015), discusses how the decline of AI inference costs opens the door to a stronger productivity, which in turn leads to a stronger economy. A tentative merger between Tesla (TSLA) and SpaceX (SPCX) is something he believes adds to that thesis.
DigitalOcean Holdings, Inc.'s affordable AI infrastructure and strong developer community are fueling rapid revenue growth, making it attractive for growth-focused investors. The company's strategic pivot to AI and inference workloads positions it to benefit from industry tailwinds and capture market share from larger cloud providers. DigitalOcean faces intense competition from major cloud providers like AWS and Google Cloud, which could impact pricing and market share.
SLB N.V. ( SLB ) Q3 2026 Earnings Call October 23, 2026 9:30 AM EDT Company Participants James McDonald - Senior Vice President of Investor Relations & Industry Affairs Olivier Le Peuch - CEO & Director Stephane Biguet - Executive VP & CFO Conference Call Participants James West - Melius Research LLC Scott Gruber - Citigroup Inc., Research Division Saurabh Pant - BofA Securities, Research Division Arun Jayaram - JPMorgan Chase & Co, Research Division Sebastian Erskine - Rothschild & Co Redburn, Research Division Marc Bianchi - TD Cowen, Research Division Derek Podhaizer - Piper Sandler & Co., Research Division Presentation Operator Good morning. My name is Sarah, and I will be your conference operator today.
BEAVERTON, Ore.--(BUSINESS WIRE)--NIKE, Inc. (NYSE: NKE) plans to host an Investor Day on November 16–17, 2026. Due to limited capacity, in-person attendance is by invitation only. The main stage presentations on Tuesday, November 17, 2026, will be webcast live beginning at approximately 8:30 a.m. PT and are expected to conclude at approximately 12:00 p.m. PT at https://investors.nike.com/. A replay of the webcast and related materials will be available at the same location following the event.
Apple's first foldable iPhone is drawing praise for its sleek engineering and nearly invisible screen crease, but a handful of social media posts show cracked devices on day one.
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Innventure, Inc. ("Innventure" or the "Company") (NASDAQ: INV) on behalf of investors that purchased or otherwise acquired Innventure securities between November 17, 2025 and August 13, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Innventure and have suffered losses, you may CLICK HERE to contact us.
Apple (AAPL) hit an all-time high Friday after the iPhone developer launched its iPhone Duo. @WindowsCentral's Daniel Rubino notes first-gen quirks and glitches but considers the device a step in the right direction for Apple.
Instacart in talks for sale, The Information reports
New York, New York--(Newsfile Corp. - October 23, 2026) - WHY: Rosen Law Firm, a global investor rights law firm, announces a class action lawsuit on behalf of purchasers of common stock of Bank of America Corporation (NYSE: BAC) between August 1, 2025 and October 13, 2026, inclusive (the "Class Period"). A class action lawsuit has already been filed.
Apple's foldable iPhone Duo was launched globally on Friday. Outside the Beijing flagship Apple store in Sanlitun, scalpers were offering to buy a Duo for hundreds of dollars more on the spot.
STX heads into fiscal Q1 earnings with AI-driven storage demand, rising EPS, robust cash flow and strong returns on equity supporting its bullish outlook.
Microsoft Corporation is strategically positioned for enterprise AI adoption, emphasizing security and agentic AI deployment to drive confidence among customers. MSFT's silicon-to-software model, including Maia 200/300 custom chips, aims to restore Intelligent Cloud margin growth, with material benefits expected by eFY28. I reiterate a Strong Buy rating on MSFT with a $765 price target, reflecting a 20.20x eFY28 EV/EBITDA multiple and a robust cloud growth outlook.
In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Beta Bionics, Inc. ("Beta Bionics" or the "Company") (NASDAQ: BBNX) on behalf of investors that purchased or otherwise acquired Beta Bionics common stock between July 30, 2025 and February 24, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Beta Bionics and have suffered losses, you may CLICK HERE to contact us.
SAN FRANCISCO--(BUSINESS WIRE)--Salesforce (NYSE: CRM), the #1 AI CRM, today announced it has granted equity awards under its 2014 Inducement Equity Incentive Plan (the "Plan") to new employees who joined Salesforce in connection with the acquisition of m3ter and Fin. The Plan was adopted by the Salesforce Board of Directors in July 2014, in accordance with New York Stock Exchange Rule 303A.08. Under the Plan, Salesforce granted a total of 278,068 restricted stock units ("RSUs") to 28 employees.
[url="]Schall, Brown and Schwartz[/url] LLP (âSBSâ), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of inv
U.S. FDA Approves Subcutaneous Induction Regimen for AbbVie's SKYRIZIÂ (risankizumab-rzaa) for Adults With Moderately to Severely Active Crohn's DiseasePR News
VANCOUVER, BC / ACCESS Newswire / October 23, 2026 / Apex Critical Metals Corp. (NASDAQ:APXC)(CSE:APXC)(OTCQX:APXCF)(FWB:KL9)(Euronext Access Paris:MLAPX) ("Apex" or the "Company"), a mineral exploration company focused on advancing its strategic 100%-controlled Rift Rare Earth Project within the Elk Creek Carbonatite Complex in southeastern Nebraska, U.S.A., is pleased to announce the closing of its underwritten public offering in the United States (the "Offering"), and trading on the Nasdaq Capital Market under the Symbol "APXC" effective October 23, 2026.
LOS ANGELES--(BUSINESS WIRE)---- $ROKU--ROKU Investors Have Opportunity to Join Roku, Inc. Fraud Investigation with SBS Law.
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against Honeywell Aerospace Inc. ("Honeywell Aerospace" or the "Company") (NASDAQ: HONA) on behalf of investors that purchased or otherwise acquired Honeywell Aerospace common stock between June 29, 2026 and September 1, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in Honeywell Aerospace and have suffered losses, you may CLICK HERE to contact us.
Both utilities are chasing the same data center boom and paying nearly identical dividends, but one carries a risk that could quietly drain cash away from shareholders before the next raise ever arrives.
Dow Inc. (NYSE:DOW) on Thursday reported better-than-expected third-quarter earnings and revenue.
Now with a new route of induction administration, subcutaneous SKYRIZI supports early symptomatic and endoscopic control with an on-body injector (OBI) device throughout the course of treatment In the pivotal Phase 3 AFFIRM study, subcutaneous (SC) SKYRIZI® achieved superior clinical remissioni and endoscopic responseii at week 12 compared with placebo in patients with Crohn's disease; results were particularly strong in patients without prior advanced therapy failureiii The safety profile of subcutaneous induction was generally consistent with the established SKYRIZI profile in Crohn's disease, with no new safety risks identified FDA also approved an update to the U.S. Prescribing Information warning and precautions across all indications to allow healthcare providers to use clinical judgment when determining whether tuberculosis (TB) testing is needed NORTH CHICAGO, Ill., Oct. 23, 2026 /PRNewswire/ -- AbbVie (NYSE: ABBV) today announced the U.S. Food and Drug Administration has approved a subcutaneous (SC) induction regimen for SKYRIZI® (risankizumab-rzaa) for adults with moderately to severely active Crohn's disease (CD)iv.
Union Pacific Corp. (NYSE:UNP) on Thursday reported better-than-expected third-quarter earnings and revenue.
Western Digital (WDC) offers a "great window into the AI buildout," says Don Gentile. who believes the company's 50% revenue boost offers a strong bull case for the AI trade.
Friday marks the beginning of a new chapter for Apple (AAPL) with the release of its foldable iPhone Duo. The question remains: will its new tech offer a reliable profit stream for the Mag 7 company? Kevin Hincks believes the rollout will be "not as great" as Apple thinks but will become a sustainable revenue driver in the coming months.
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP) on behalf of investors that purchased or otherwise acquired AppLovin securities between February 12, 2026 and August 5, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in AppLovin and have suffered losses, you may CLICK HERE to contact us.
Eni S.p.A. (E) Q3 2026 Earnings Call Transcript
Apple Inc. has already shown there's a strong appetite for its $2,000-and-up foldable iPhone Duo. Now it needs to meet that demand.
Meta shares just had their worst week in four years. Here's why Mike Khouw is buying now
Intel stock soared 24% the day after its April report, its best day since 1987. Intel's third-quarter outlook called for adjusted earnings per share of $0.38, down from $0.42 in the second quarter.
Irving Tan, Western Digital CEO, joins 'The Exchange' to discuss earnings, stock price, AI demand, and more.
When a drugmaker's top product loses patent protection, the dividend usually takes the hit.
U.S. stocks traded lower toward the end of trading, with the Dow Jones falling more than 1% on Friday.
AMD and Intel stocks rose on Friday, rebounding after a sector-wide sell-off a day earlier as investors returned to select technology shares despite weakness across the broader market. Advanced Micro Devices (AMD) gained 2%, while Intel was up 1.76%.
New York, New York--(Newsfile Corp. - October 23, 2026) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against AST SpaceMobile, Inc. ("AST" or the "Company") (NASDAQ: ASTS) on behalf of investors that purchased or otherwise acquired AST securities between March 4, 2025 and July 15, 2026 (the "Class Period"). CLICK HERE TO JOIN THE CASE If you are an investor in AST and have suffered losses, you may CLICK HERE to contact us.
Helix Innovations LLC, an operating company of Altria Group, Inc. (Altria) (NYSE: MO), today announced the winners of on! nicotine pouches' inaugural on!vitat
Quarterly report · accepted 13h ago
Quarterly report · accepted 14h ago
Foreign issuer update · accepted 15h ago
Quarterly report · accepted 15h ago
Quarterly report · accepted 16h ago
Quarterly report · accepted 17h ago
Foreign issuer update · accepted 17h ago
Foreign issuer update · accepted 18h ago
Quarterly report · accepted 19h ago
Quarterly report · accepted 22h ago
Quarterly report · accepted 22h ago
Material event · accepted 22h ago
Material event · accepted 23h ago
8-K events and quarterly / annual reports, last 3 days before the daily update
Source: Financial Modeling Prep · SEC EDGAR · news updated once a day