Reuters Morning Bid

Huang faces scrutiny

Nvidia shares fall around 4% as the chip giant investigates CEO Jensen Huang over a relationship that may have involved spying for China. Meanwhile, US President Donald T

AI's $3.2 trillion selloff

Wall Street loses $3.2 trillion in a single session as investors fear Democrats could slow the buildout of AI data centers. Doubts grow over whether Anthropic will push a

Oil heads for pandemic-era fall

Oil prices are heading for their biggest weekly drop since the pandemic as a Democratic sweep of Congress fuels hopes for a de-escalation of the Iran war. Markets rally a

Pricing the Democratic sweep

Democrats take control of both houses of Congress, raising questions about AI regulation and the future of the data-centre boom. Oil prices steady as markets assess what

Markets await midterms

Americans head to the polls today in midterm elections that could shape the final two years of President Trump's agenda. Oil prices swing after US strikes on Iran complic

Tech or treat

A brutal October for big tech, with Intel down nearly 30% and the Nasdaq logging its worst monthly loss since March 2025. Apple reports today, Americans head to the polls

Binance burglary

Alphabet and Amazon shares fall after another quarter of heavy AI spending. Binance races to contain the fallout from a record $6.3 billion crypto hack linked to North Ko

December hike still in question

The Federal Reserve holds rates steady, but Chair Kevin Warsh keeps the door open to a December hike. Alphabet shares tumble as investors question another quarter of heav

A hawkish hold?

The Fed is expected to hold rates steady, but investors will be watching closely for signs of more hikes to come. AI stocks find their footing again as strong results fro

The Anthropic IPO

Anthropic files for its long-awaited IPO, revealing the enormous spending, debt and expectations behind the AI boom. Oil prices remain elevated as traders watch diplomati

Bets on Brazil

Luiz Inacio Lula da Silva defeats Flavio Bolsonaro in Sunday's runoff, catching prediction markets off guard after weeks of gains in Brazilian assets priced around a Bols

The AI reset

AI stocks tumble as investors question how much spending, borrowing and optimism the sector can still sustain. Investors rush back into government bonds as expectations f

Meta's AI bill

Meta shares rise after an earnings beat and excitement around its new Muse AI agent, even as the company burns cash and plans a new share sale. Tesla falls after cutting

The Tesla-SpaceX question

SpaceX beats earnings estimates as Elon Musk backs discussions over a potential merger with Tesla. Wild swings in oil prices and AI stocks expose growing market nerves ov

France on edge

Street riots and curfews in Paris rattle investors already worried about France's debt burden and political uncertainty. A failed South Korean data-centre IPO reignites c

Mine field

Oil markets open the week on edge after ships hitting mines in the Strait of Hormuz helped drive crude to $110 on Friday, while Ukraine struck a major Russian oil install

AI's debt burden

Markets are recovering from the CoreWeave selloff, but investors are still questioning the debt burden behind the AI boom. Fed Chair Kevin Warsh says hotter inflation has

Tech stocks sink

Hotter-than-expected inflation revives debate over whether the Fed could raise rates this month. AI-linked stocks stumble as rising borrowing costs heap pressure on indeb

The CPI test

Investors await September inflation data that could show prices rising at nearly twice the Fed's target, testing whether policymakers can hold off on further rate hikes.

Cashing in chips

AI stocks slide ahead of earnings season as investors question how much further the chip rally can run. Meanwhile, the IMF lifts its global growth forecasts and points to