US Top News and Analysis

Trump says data centers should consider community "dividends" as AI financing worries grow.

U.K. inflation rose by a hotter-than-expected 3.5% in the 12 months to September, driven by the surging cost of motor fuels.

Iran's Revolutionary Guards said Tuesday that naval mines had prevented three tankers attempting to pass through the Strait of Hormuz.

Rubio said the "extraordinary" refining capacity of Reliance could help India diversify its energy supplies, hinting at greater offtake of Venezuelan crude.

The company cited power supply delays at its Melbourne facility amid local community and stakeholder opposition for lowering earnings forecast.

The AI boom is entering a more unforgiving phase, as investors question whether the billions poured into data centers will translate into sustainable profits.

Janus Henderson portfolio manager John Lloyd, whose fund owns CoreWeave bonds, sees a buying opportunity for this 'best in class' data center play.

Japan's imports grew 18.9%, also missing expectations of 19.6% from Reuters.

Stronger net interest income and credit performance were the stars of the bank's earnings.

Musk and President Donald Trump have both recently criticized Ukrainian President Volodymyr Zelenskyy, who has also flagged disruptions in U.S. intel sharing.

As home prices rise, parents want to give money to their kids.

Today's earnings show there's a cohort of the market that can thrive outside of the data center buildout.

Speculators on Kalshi see higher odds that Marine Le Pen will win France 2027 presidential contest amid growing unrest in the country.

United Airlines cut its profit outlook for the year as fuel prices continued to climb.

The 737 Max 10, the largest model in the family, was set to start flying in 2020, but increased scrutiny and other safety issues delayed its certification.

We making two trades Tuesday afternoon.

Democrats are hopeful that they will regain majority control of the House of Representatives and the Senate in November's elections.

Current options prices are implying a 9% post-earnings move for Netflix, which is the highest since its Q3 2022 report, when it was priced for an 11% move.

Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.

Housing data deteriorated further in September, according to separate reports Tuesday.

Elon Musk's planned SpaceX stock donation could come with strings attached if he uses Trump Accounts.

The performance of Amazon Web Services is the key.

A new lawsuit challenges President Donald Trump's tariffs on a range of Canadian goods using Section 338 of the Tariff Act of 1930.

The Investing Club holds its "Morning Meeting" every weekday at 10:20 a.m.

Investors will be looking for updates on Netflix's ad-supported business, engagement metrics and how the streaming giant continues to view potential M&A.

LinkedIn career expert Catherine Fisher says making this change when reaching out to people could boost the chances of hearing a yes.

Anthropic and Nscale previously inked a similar deal for a data center on the same site in the U.S.

It's been a busy three months for SpaceX.

New data on the housing market's performance in September is bleak, with sales, construction and sentiment all falling more than expected.

The primary headwind for Apple is valuation.

The company's latest acquisition is expected to close in fiscal 2028, and will see Braze shareholders receive $47.50 in cash per share.

Oil extended its rally on Tuesday as investors continued to monitor developments in the Middle East.

Nasdaq futures are under pressure this morning, and General Motors is selling off on earnings.

Former OpenAI executive Bob McGrew is launching Arda at a $1.5 billion.

The U.K.'

The key level traders are watching on the S&P 500 that could mean an even bigger decline is ahead.

Novo released new evidence that its experimental CagriSema injection can improve upon the weight loss with its blockbuster GLP-1 obesity injection, Wegovy.

Best Buy is launching a new gaming experience for customers as it leans into the business ahead of this fall's big launches.

GM narrowed its 2026 earnings guidance and raised its adjusted automotive free cash flow outlook after beating Wall Street’s third-quarter estimates.

Neocloud stocks are falling again following the sector's troubles last week

Apple is adding a U.S. titanium supplier for its new iPhone Duo and expanding domestic production of camera components for the iPhone 18 Pro.

NBA star Draymond Green said he would love to retire as a member of the Warriors but plans to keep playing next season even if that means joining another team.

Here are the key things investors need to know to start the trading day.

Data center campuses house the servers that power AI and cloud computing.

Ukraine's President Volodymyr Zelenskyy is set to meet with U.S. special envoys on Tuesday after President Donald Trump aimed fresh criticism at the wartime leader.

Prime Minister Sébastien Lecornu said Tuesday some areas would remain under curfew after a weekend of violent rioting.

Walmart is now offering a joint membership with Sam's Club for $120 per year as the retailer further leans into convenience.

U.S.

Protests broke out in France and several European countries as people railed against living costs, poor schooling conditions, and a housing crisis.

Copper is up 15.8% in 2026 as investors point to AI, grid and national security demand, tight supply and tariff-driven U.S. stockpiles.