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 IPO, $895.4 Billion Compute Bet Meets Data Center Backlash
- Anthropic IPO, Investors Question a $1.5 Trillion Valuation
- Coreweave Bond Yield Tops 16% — AI Credit Markets Raise the Bar
Semiconductors
Chips, foundries and the semiconductor supply chain.
- Texas Instruments, Nearly 11% Drop Tests Its Post-Earnings Run
- Nvidia, Three House Committee Leaders Seek a Closed-Door CEO Briefing
- Nvidia and Qualcomm Slide About 8% as AI Buildout Doubts Hit Nasdaq
Big Tech
Software, cloud, cybersecurity and the platform giants.
- Amazon and AI Solopreneurs, Revenue Scales Without Payrolls
- Snap and Google, Child-Safety Lawsuits Put AI Expansion Under Scrutiny
- Microsoft Narrows Its Neocloud Roster, Putting Supplier Exposure Under Scrutiny
Energy
Oil, gas, renewables, utilities and commodities.
- U.S.-Iran War Risk, Oil’s 16% Slide Masks a Live Escalation Threat
- Proxima Fusion, Japan Deals Put the Supply Chain Ahead of the Power Plant
- Donald Trump Energy Deals Face a Democratic Oversight Test in January
Finance
Banks, fintech, asset managers, insurers and exchanges.
- MarketWatch Retirement Question: Should 40% Bonds Partly Become an Annuity?
- Mark Cuban Says $6.8 Billion Is Enough—Impact Now Drives His Investments
- CNBC Health FSA Report: 4 in 10 Workers Forfeited Funds in 2024
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, Missiles Rise 24% as Drone Demand Expands Defense
- Blue Origin Delays New Glenn to January 2027, Pad Rebuild Sets the Pace
- SpaceX, Over 2 Million Donated Shares Set for Trump Accounts
Autos & EV
Automakers, EVs and autonomous driving.
- Tesla Cybertruck, Musk Plans Texas Wind-Down for Cybercab Shift
- Ferrari Raises 2026 Guidance, Order Book Now Extends Into 2028
- Ford Motor Earnings, F-150 Disruption Tests the 2026 Outlook
Consumer & Health
Retail, media, consumer brands, biotech and healthcare.
- State Street Health Care Select ETF (XLV), Congress Clouds the Outlook
- Costco Options Trade, A $13.80 Structure Against a 46x Valuation
- Moderna Raises 2026 Growth Outlook, Putting Execution Ahead of Pipeline Hype