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AI-generated coverage of the most relevant US equity stories, refreshed every two days.

US Equities

Oct 29, 2026

Alphabet Earnings Reignite AI-Return Concerns as Microsoft’s Cloud Beat Stands Out

Alphabet’s latest results sent its shares lower in premarket trading after revenue fell short and investors questioned whether massive AI spending will generate adequate returns. Microsoft offered a contrasting signal, with shares rising after a quarterly beat supported by 48% Azure growth, while the divergence pressured technology futures and put upcoming earnings in sharper focus.

US Equities

Oct 27, 2026

Anthropic IPO Filing Reignites AI Trade as Investors Weigh Earnings and Fed

Anthropic’s SEC filing for a planned Nasdaq listing under the ticker ANT briefly reignited enthusiasm for artificial-intelligence stocks and gave public-market investors new visibility into the fast-growing company’s finances. The filing reported $16.29 billion in first-half 2026 revenue, while markets quickly refocused on upcoming megacap earnings and the Federal Reserve’s policy decision.

US Equities

Oct 25, 2026

Oil Surge Adds New Pressure to U.S. Stocks as Energy Shares Rally

U.S. stocks ended a turbulent week lower as Brent crude climbed to $116.72 a barrel, its highest level since April, intensifying inflation and geopolitical concerns. Energy shares outperformed, while telecommunications stocks fell sharply after reports that SpaceX was seeking thousands of cell sites for a fourth wireless carrier. Investors now face a Federal Reserve meeting and a heavy slate of major corporate earnings.

US Equities

Oct 23, 2026

AI Spending Fears Trigger Sharp U.S. Tech Selloff

A sharp selloff in AI-linked shares pushed the Nasdaq Composite down 2.6% and the S&P 500 down 1.21% on Thursday. Meta Platforms, Nvidia and Tesla fell as investors questioned the sustainability and financing costs of the sector’s enormous data-center and chip investments, while higher oil prices added to market pressure.

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