Earnings

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Military personnel operating tactical communications equipment, representing RTX defense technology, RTX raised 2026 outlook, Collins Aerospace TruNet systems and growing military demand

RTX Raises 2026 Outlook as Order Book Hits $340 Billion

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Northrop Grumman lunar infrastructure concept for a NASA Moon base, representing Northrop Grumman Q3 earnings, Space Systems growth, defense backlog and future space programs

Northrop Grumman’s Record Backlog Meets a Skeptical Market

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TSMC logo representing TSMC Q3 earnings, record profit, AI-driven semiconductor demand, 2nm production growth, strong gross margin and fourth-quarter guidance

TSMC Q3 Profit Soars 69% as AI Demand Absorbs 2nm Costs

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Interior of a Morgan Stanley office representing Morgan Stanley Q3 earnings, record wealth management revenue, surging equity trading, softer underwriting and fixed income performance

Morgan Stanley Q3: Traders and Wealth Carry a Firm Beat

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BlackRock logo on an office wall representing BlackRock Q3 earnings, record assets under management, rising profit, private markets growth and stronger fee revenue

BlackRock Q3 Profit Jumps as Assets Hit $15.5 Trillion

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Bank of America office representing Bank of America Q3 earnings, the $1.2 billion AML fine, stronger net interest income, loan growth and trading performance

Bank of America’s Record Fine Masks a Sturdier Franchise

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High NA EUV lithography system with two cleanroom engineers at a console, representing ASML Q3 earnings, record gross margin, AI-driven EUV demand and semiconductor capacity constraints

ASML Posts Record Margin as AI Demand Outruns Capacity

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Wells Fargo branch representing Wells Fargo Q3 earnings, rising profit, loan and deposit growth, weaker trading revenue, net interest margin pressure and lower capital flexibility

Wells Fargo Beats on Profit, but Revenue Gap Tests Growth

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Energy News

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Hand holding a TRISO-X fuel particle representing X-energy, advanced nuclear fuel, Project Prometheus and AI-powered reactor development.

X-energy Trades Reactor Data for a Prometheus Board Seat

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UAE OPEC exit shows UAE leaves OPEC reshaping OPEC oil market through ADNOC production growth, global oil supply shifts, oil market disruption, OPEC+ fragmentation, Saudi OPEC leadership pressure, UAE oil strategy, OPEC supply control, ADNOC expansion plan, oil price volatility, OPEC cartel decline, Middle East oil market and oil production strategy

OPEC Loses the UAE in Its Most Damaging Split in Years

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Oracle Bloom Energy deal AI power infrastructure data center electricity distributed power fuel cells Oracle energy infrastructure AI infrastructure growth

Oracle Bloom Energy Deal Signals Shift to AI Power Infrastructure

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