US news by theme
Follow the US market by the themes that move it.
AI
Artificial intelligence — models, compute and the companies racing to lead.
- Anthropic and OpenAI face an independence test as 100-plus evaluators speak out
- Robot relations at work: AI management puts Meta, Walmart and Amazon under scrutiny
- OpenAI model-behavior incidents draw a serious warning from Microsoft AI CEO
Semiconductors
Chips, foundries and the semiconductor supply chain.
- Nvidia’s Jensen Huang becomes Trump’s AI ally as safety battle intensifies
- Nvidia: Huang Says Chip Sales Will Double Next Year, Testing the $673B Forecast
- Nvidia, Trump and Huang Face an AI Safety Push to Slow Frontier Models
Big Tech
Software, cloud, cybersecurity and the platform giants.
- Oracle, Rocket Lab and Meta gain long-term analyst backing as AI bets scale
- Salesforce Dreamforce, why older AI models may be enough for business
- Salesforce, $63 billion fiscal 2030 target — beats Wall Street's $59.2 billion estimate
Energy
Oil, gas, renewables, utilities and commodities.
- Greenland Energy, 154% Premarket Surge Tests the Security-Deal Thesis
- Oil Prices, Saudi Pipeline Closure Pushes WTI Above $105 After Cargo Cancellations
- EPA Power-Plant Rule Repeal Ends Biden Carbon Limits, Leaves Utilities Facing Policy Uncertainty
Finance
Banks, fintech, asset managers, insurers and exchanges.
- Prudential Financial Alexforbes Sale: Why the $185 Million Exit Matters
- Berkshire Hathaway, Howard Buffett takes the chair as Warren steps back
- Securitize: SEC's Five-Year Tokenization Exemption Sends Stock Up 14%
Crypto
Bitcoin, Ethereum and the digital-asset market.
- Bitcoin Below $60,000: A 51% Drawdown Tests Crypto-Levered Equities COIN, MSTR
- MicroStrategy (MSTR) Eyes a July 4 Catalyst: What Bitcoin-Proxy Investors Should Track
- Crypto's Partisan Divide Widens: What the GOP-Democrat Gap Means for COIN, MSTR, HOOD
Aerospace & Defense
Aerospace, defense primes and the space economy.
- Lockheed Martin F-35 Saudi deal, Riyadh airport flames raise defense and oil stakes
- Pentagon Iran War Cost Reaches $38.1 Billion as Interceptor Stocks Thin
- Berkshire Hathaway, GE’s $11.75 billion casting deal revives Precision Castparts value
Autos & EV
Automakers, EVs and autonomous driving.
- Volkswagen, profit warning and Euro Stoxx 50 exit deepen investor pressure
- Tesla Optimus and Musk’s robot forecast: the 8% growth test
- BRP Inc. (DOO) raises outlook after $0.18 quarterly loss as tariffs squeeze margins
Consumer & Health
Retail, media, consumer brands, biotech and healthcare.
- Novo Nordisk, post-Wegovy plan meets a 2032 patent cliff
- Williams-Sonoma stock gains 23% as margins, AI and B2B offset weak housing
- French Wine Production, 2026 Crisis Tests Climate Adaptation and Demand