United States · Business news
112 stories · latest 30 Sept 2026
The stress capital buffer decides how much common equity each large US bank is required to keep above the minimum, and so how much it can return through dividends and share repurchases. Averaging two years makes that…
Two-thirds of the $668 million is debt, the usual structure for GPU clouds: lenders finance the chips against customer contracts. GMI says contracted annual recurring revenue has passed $600 million, more than nine…
The pulled deal followed Holtec Nuclear's suspended and later withdrawn IPO and Bamboo Insurance's delayed listing, a sign that a spike in bond yields and fears of more Federal Reserve rate hikes had narrowed the…
Amazon and Google have invested billions in Anthropic and supply its cloud infrastructure, so a listing would put a public price on their stakes, and its compute commitments are future revenue for their cloud units and…
The 17 largest companies had all signed pricing and manufacturing agreements by August 31, so they import at 0%. The exposure now falls on smaller and mid-sized branded drugmakers and biotechs that import finished…
The $235 billion is cash earned from AI chip sales to cloud companies being returned to shareholders rather than spent on capacity or acquisitions. It comes while Nvidia's shares, up just over 20% this year, trail AMD…
The 2024 standards would have required owners of coal plants and new gas plants to fit carbon controls or retire units. Removing them changes capital plans at listed utilities and independent power producers with coal…
Medicaid is a low-margin channel for branded drugmakers because of existing mandatory rebates, so the revenue effect of matching overseas prices there is smaller than the same step would be in Medicare or commercial…
Fuel is the airlines' largest variable cost and most US carriers do not hedge it, so a move of this size goes straight to operating margins. Cutting flights protects fares on the remaining seats and reduces demand for…
Higher policy rates raise borrowing costs for households and companies, lift banks' deposit costs while repricing floating-rate loans, and pressure valuations of rate-sensitive groups such as homebuilders, REITs and…
Lennar is one of the two largest US homebuilders and reports a month ahead of most peers, so its orders and margins are an early reading for the group. The figures show the cost of keeping sales moving at these…
Crude back above $100 raises selling prices for US oil producers and, with a lag, fuel costs for airlines, trucking and shipping companies, cruise lines and chemical and plastics makers that use oil-based feedstock…
The August numbers show energy costs moving back into consumer prices after the summer dip: gasoline directly, and air fares through jet fuel. That is revenue for refiners and for airlines able to pass fuel costs on…
Oracle's $664 billion backlog is revenue its customers, largely AI developers, have contracted but not yet paid, and it is 34 times the quarter's $19.3 billion of revenue. To deliver it Oracle spent $28.499 billion on…
Home resales drive commission income for listed brokerages and portal operators, loan volume for mortgage lenders and title insurers, and follow-on spending at home-improvement, furniture and appliance retailers. Fewer…
The deal joins two mid-sized landlords of moderately priced apartments, with 58% of combined operating income from the Sunbelt, 27% from the Midwest and 15% from the Mountain West. For listed apartment owners it is…
Castings are one of the tightest points in the jet-engine supply chain, and GE's chief executive tied the purchase to simultaneous demand from new commercial engines, the aftermarket and defence. Bringing a major…
Broadcom designs custom AI accelerators and networking chips for large cloud and AI companies, so its $16.7 billion of AI chip revenue is those customers' spending on alternatives and complements to Nvidia's…
A shutdown delays payments and new awards for companies that sell to the federal government, chiefly defence and aerospace contractors, government IT and consulting firms, and health-care companies paid through federal…
LNG export volume is the revenue base for US liquefaction operators and for the pipeline companies that carry feed gas to the Gulf Coast terminals, and it is a growing source of demand for US gas producers. Higher…
Signalling a possible hike ahead of the November midterms put rate-sensitive sectors in focus, from banks' funding costs to homebuilders, mortgage lenders and long-duration technology stocks. Warsh also argued AI could…
Nvidia's sales are the clearest read on AI infrastructure spending, so its guidance matters for foundry partner TSMC, memory makers such as SK hynix and Micron, and server and networking vendors that build around its…
Agentforce at more than $1.5 billion of annual recurring revenue is one of the clearest disclosed figures for what enterprises pay for AI agents, though it is still a small part of a company guiding to $46.1-46.4…
Walmart is the largest US retailer and grocer, so its quarter is the broadest single reading of household spending on everyday goods. Growth came mostly from more visits and from online orders, with comparable sales…
Retail sales are the monthly read on revenue for listed store chains, e-commerce companies, carmakers and dealers, and restaurant groups. July's fall was concentrated in online and vehicle purchases, the larger and…
At $60 billion, the Cursor purchase is among the largest prices paid for an AI application company and puts a listed buyer, SpaceX, in direct competition for AI coding revenue with Microsoft's GitHub Copilot, Anthropic…
The round prices privately held Databricks at $190 billion, about 27 times its $7 billion revenue run-rate and 42% above the $134 billion set in February. The $5 billion comes from investors including Coatue…
CoreWeave rents Nvidia-based computing to AI developers, and its accounts show the financing behind that model: $6,422 million of equipment purchases in a quarter that produced $2,575 million of revenue and a $626…
The price floor sets a minimum cost for imported solar hardware. That protects US makers of polysilicon, wafers, cells and modules from cheaper imports, and it raises equipment costs for the companies that buy panels…
A shrinking payroll count alongside inflation above 3% sharpened the Fed's dilemma between supporting jobs and containing prices. Weaker hiring hits consumer-facing retailers and restaurants through slower income…
A price below book value is a marker of where smaller US homebuilders were being valued while mortgage rates stayed high. The deal continues consolidation in the sector, where scale lowers land, labour and materials…
The amount of longer-dated debt the government sells feeds into Treasury yields, and those yields are the base for mortgage rates, corporate bond pricing and bank funding. Unchanged coupon sizes mean extra borrowing is…
AMD's $6.7 billion of data-centre revenue is small beside Nvidia's, but a 107% growth rate and an Anthropic commitment of up to 2 gigawatts of MI450 GPUs show large AI buyers adding a second chip supplier. For AI labs…
Palantir is one of the few listed software companies reporting AI-driven revenue growth near 100%: $1.935 billion in the quarter, with US businesses paying $764 million and the US government $809 million. The $2.132…
The two largest US oil companies show how the Hormuz disruption passed through the Energy sector: higher crude prices lifted production earnings and wider margins lifted refining earnings at the same time. Other US…
Amazon's capex plan of $220 billion for 2026, $20 billion more than before, is the largest single-company figure among the cloud providers and turned free cash flow to negative $7.6 billion from an $18.2 billion inflow…
The release gives two different readings for listed companies. Private demand, the part that drives sales at retailers, travel firms, manufacturers and lenders, grew 3.9%, faster than the headline. The slowdown came…
Three dissents in favour of a hike signalled that the debate inside the Fed had moved from cuts to increases. That pushes up short-term funding costs and Treasury yields, which matters for banks' deposit costs…
Meta funds its AI build-out from advertising cash flow rather than cloud contracts, and the quarter shows how much of it that now absorbs: $31.08 billion of capex left $784 million of free cash flow on $60.80 billion…
Microsoft's $35.8 billion of quarterly additions to property and equipment, about twice the year-earlier figure, is paid to chip, server and data-centre suppliers. What it earns in return shows in the $678 billion of…
The new duties apply to imports from 60 trading partners, including the EU, so retailers, apparel and footwear brands, consumer-electronics sellers and manufacturers that rely on imported parts keep paying a broad…
Alphabet's capex guidance of up to $205 billion for 2026 is money paid largely to chip, server, networking and construction suppliers, and the $44.9 billion spent in one quarter was enough to turn free cash flow to…
The tariffs raise landed costs for US importers and sellers of the covered goods, including furniture retailers, beverage distributors and buyers of Canadian cement, and risk Canadian retaliation against US exporters…
TSMC makes the advanced chips designed by Nvidia, AMD, Broadcom and Apple, so its $60-64 billion capex budget is revenue for equipment makers such as ASML and a gauge of how much AI chip supply can grow. The extra $100…
Cheaper fuel puts money back in household budgets, which supports spending at retailers, restaurants and travel companies, while it lowers the selling price for refiners and fuel retailers. For banks, insurers and…
The five banks set the tone for the Financials sector: their trading and deal-fee lines are shared with other brokers and investment banks, and their credit-quality readings are the first look at how card and loan…
The listing gives US funds direct access to one of the largest DRAM and flash memory makers, whose chips go into AI servers, and the report said the listing is aimed at narrowing its valuation gap with US-listed rival…
Delta is the first big US airline to report each season, so its numbers are read across the group. They show the mechanism at work in the sector: jet fuel, the largest variable cost, rose by about three quarters, and…
Crude is the revenue line for US exploration and production companies and the main cost input for refiners, airlines, truckers and chemical makers, so a slide to pre-war prices cuts both ways across listed sectors. The…
The ruling limits a president's ability to reshape the Fed board quickly, which bears on the inflation credibility of US monetary policy and on the extra yield investors require on long-term Treasuries. Bond markets…