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US markets tread mixed as earnings led gains for the Dow while the S&P 500 and Nasdaq lagged. Volatility spiked with a sharp gold sell-off and rotation into crypto and tech after OpenAI’s browser launch. Key catalysts: tech earnings, AWS outage fallout, and renewed oil supply concerns.
OpenAI has launched Atlas, an AI-powered browser that embeds ChatGPT into everyday web use. The move marks a new front in a battle with Google and could reshape search and ad dynamics for tech giants.
477m – Net inflows into spot Bitcoin ETFs today, signaling rotation from gold.
Anthropic is in talks with Google over a multibillion-dollar cloud computing pact to scale AI model training. The discussions highlight Big Tech’s scramble to lock up specialized compute for next-gen models.
Warner Bros. Discovery said it has received unsolicited interest and is exploring strategic options, including a sale. The announcement sent the media company’s stock sharply higher as bidders weigh assets.
Adidas raises guidance as Q3 revenue hits record
Adidas lifted its outlook after reporting its highest quarterly revenue ever, signaling improving consumer demand and margin traction across key markets.
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Gold’s record rally snapped with the largest one-day sell-off in over a decade, triggering panic in miners and bullion ETFs. Traders rotated into risk assets as the safe-haven bid unwound rapidly.
A major AWS outage exposed vulnerabilities across the internet, taking down services and smart-home systems. The disruption has renewed calls for cloud diversification and raised questions about single-provider risk.
Texas Instruments tumbles after guidance miss
Texas Instruments reported revenue growth but issued softer guidance for the quarter ahead, prompting a sharp drop in the stock as investors reassess chip demand.
More on investors.com
Demolition began at the White House East Wing as the administration pushes forward a $250m ballroom plan, sparking legal and political controversy. Critics say work is proceeding without full federal approvals.
Reports say President Trump sought as much as $230 million from the Justice Department over past investigations. The request has intensified scrutiny of the administration’s dealings with the DOJ.
NYDFS issued guidance on third-party cyber risk; US raised H-1B fees affecting tech hiring; EU urged China for a prompt resolution on export curbs as trade and tech rules tighten.
Japan elected Sanae Takaichi as prime minister, the country’s first female leader, and markets reacted to her hawkish security stance and reflation promises. Sources say a large fiscal stimulus is being prepared to tackle inflation.
Meta and Blue Owl struck a record private-credit joint venture to finance Meta’s Hyperion data center, signaling a new model for funding capital-intensive AI infrastructure. The deal underscores private credit’s role in tech expansion.
We have been more builders than buyers.
— Ted Sarandos & Greg Peters, Netflix
Barclays surprised markets with a $670m buyback after reporting quarterly results, even as income and profits showed mixed signals. The lender is reshaping capital returns amid rising provisioning and dealmaking.
Netflix reported revenue growth driven by hits and ads but missed profit targets after a tax dispute in Brazil. The results show streaming’s ad-business upside while reminding investors of regional regulatory risks.
Alphabet shares dipped after OpenAI’s browser moves stoked fears about search dominance and ad economics. Investors are parsing whether AI-infused alternatives will erode Google’s core monopoly.
Internal documents and reports show Amazon intends large-scale automation, aiming to cut hundreds of thousands of future jobs with robots. The plan fuels debate over labor, costs, and the pace of warehouse automation.
CoreWeave’s proposed purchase of Core Scientific appears to be faltering as shareholder opposition and deal uncertainty mount. Executives play down the target’s necessity even as talks and valuations wobble.
Private equity buyers moved on Hologic in a large take-private agreement, underscoring dealmakers’ appetite for medtech assets. The $18.3bn transaction will reshape ownership in women’s health technology.
Investors rotated out of gold into bitcoin as ETFs logged healthy inflows and traders searched for alternatives to precious metals. Crypto markets saw a price burst as risk-on sentiment re-emerged.
Arizona’s attorney general sued the U.S. House over Speaker Mike Johnson’s refusal to seat Democrat Adelita Grijalva, escalating a dispute tied to the wider government shutdown. Legal action raises constitutional and political stakes.
Oil prices edged higher after reports the U.S. plans modest SPR purchases to stabilize markets. Traders remain focused on OPEC output confusion and geopolitical supply risks that could keep crude volatile.
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