Tesla’s ( TSLA ) latest compensation proposal for Elon Musk sparks debate—and a surge in share price. Tesla’s board has renewed calls for shareholders to approve CEO Elon Musk’s massive $1 trillion performance-based pay package, warning that his departure could cost the company dearly. Despite controversy, Tesla’s stock climbed over 5% as optimism around U.S.–China trade talks and new price targets boosted investor sentiment. Key Points Tesla’s chair urged shareholders to back Elon Musk’s proposed $1 trillion compensation plan. The board says Musk’s leadership is crucial as Tesla expands into AI, robotics, and self-driving technology. Shares rose 5% amid trade optimism and positive analyst sentiment. Tesla’s Board Warns of “Significant Value Loss” Without Musk In an open letter to shareholders, Chair Robyn Denholm stressed that Tesla could “lose significant value” if Musk walks away. The letter, sent ahead of the November 6 shareholder meeting, urged investors to appro...

Qualcomm ( QCOM ) makes a bold move into the AI chip race with two new data center accelerators. Key Points Qualcomm unveiled the AI200 and AI250 chips, entering direct competition with Nvidia and AMD. The company’s stock jumped more than 18% after the announcement. The new AI chips target energy efficiency, memory capacity, and lower total cost of ownership for AI inference workloads. Qualcomm Enters the AI Chip Race Qualcomm is expanding beyond smartphones and into the heart of artificial intelligence infrastructure. The company announced two new chips — the AI200 and AI250 — designed specifically for data centers running AI inference, the process of executing trained AI models. This marks a significant shift for the company, historically known for its wireless and mobile processors. The new chips will begin rolling out in 2026 and 2027, with a follow-up version expected in 2028. Qualcomm’s shares surged more than 18% following the news, reflecting strong ...

Stocks climbed Monday as optimism around a potential US-China trade agreement fueled Wall Street’s latest rally — even as concerns about ballooning US debt continue to linger. Key Points Signs of progress on a US-China trade deal boosted investor confidence and sent markets to new highs. Tech giants like Microsoft, Meta, and Alphabet led the rally ahead of their quarterly earnings reports. Despite strong gains, the US debt outlook remains concerning, with forecasts showing debt rising to 143% of GDP by 2030. Markets Rally on Trade Deal Hopes Wall Street opened the week in high spirits as investors cheered fresh signs of a breakthrough between Washington and Beijing. President Trump and Chinese President Xi are set to meet later this week, with both sides signaling that trade tensions could ease. The Dow gained 0.6%, the S&P 500 rose nearly 0.9%, and the Nasdaq climbed 1.5%. Investors were encouraged by reports that officials had reached a “very successful fram...

The latest inflation and tariff data are shaping winners and losers in the market rally. Investors are navigating a tricky environment where stock market gains mask underlying economic stress. Inflation, tariffs, and uneven consumer spending are creating a “K-shaped” economy, benefiting high-income households while putting pressure on lower- and middle-income Americans. Key Points Inflation is moderating but remains sticky, especially in core services, masking financial stress for most households. Tariff policies are creating uneven effects across industries, benefiting some sectors while straining others. High-income consumers and large stockholders continue to benefit, while lower-income households face rising costs and tighter budgets. How Inflation and Tariffs Are Affecting the Market September’s Consumer Price Index (CPI) showed a 0.3% monthly rise and a 3% annual increase, slightly below expectations. Energy costs drove the headline increase, while cor...

IBM ( IBM ) achieves a major milestone by running quantum computing algorithms on AMD ( AMD ) chips, signaling new opportunities in advanced computing. Shares of AMD surged nearly 7% after reports confirmed that IBM successfully ran a quantum error-correction algorithm using AMD’s technology. The collaboration marks a significant leap forward for both companies in the race to commercialize quantum computing , a field poised to redefine artificial intelligence , cybersecurity , and high-performance computing. Key Points IBM can now run quantum error-correction algorithms on AMD’s chips, a critical step for scalable quantum computing. AMD’s data center and AI businesses continue to expand despite near-term headwinds in the semiconductor market. IBM’s growing AI and hybrid cloud business is driving strong revenue growth and renewed investor confidence. How AMD’s Technology Strengthens Quantum Computing AMD’s field-programmable gate array (FPGA) chips played a key...

Ford ( F ) delivers strong results but trims its outlook amid supply-chain disruptions. Ford Motor reported another strong quarter, with earnings and revenue topping Wall Street forecasts, even as a fire at a key supplier forced the automaker to cut its 2025 profit outlook. The results highlight both Ford’s operational resilience and the challenges facing the global auto industry. Key Points Ford posted a third-quarter operating profit of $2.6 billion on record revenue of $50.5 billion. The company reduced its 2025 operating profit guidance to $6.0–$6.5 billion due to the Novelis aluminum plant fire. Shares rose more than 10% after the results, reflecting investor confidence in Ford’s long-term outlook. Record Quarter Despite Industry Headwinds Ford’s third-quarter performance exceeded expectations across the board. The automaker reported $50.5 billion in revenue, a 9% increase year over year, driven by strong demand for trucks and commercial vehicles. Adjusted ea...

Intel ( INTC ) beats earnings expectations as AI and PC demand fuel growth. Intel surprised Wall Street with stronger-than-expected third-quarter results, signaling meaningful progress in its turnaround strategy. Driven by cost controls, rising AI adoption, and stronger PC sales , the company’s stock climbed after reporting its best earnings performance in nearly two years. Key Points Earnings Beat: Intel reported $13.7 billion in revenue and adjusted EPS of $0.23, far above expectations of $0.02. Guidance Strong: Q4 revenue forecast of $12.8–$13.8 billion exceeds consensus estimates. AI Tailwinds : Demand for AI PCs and server chips continues to strengthen Intel’s core x86 platform . Intel Delivers Strong Q3 Results Intel’s third-quarter revenue rose to $13.7 billion, a 3% increase from a year earlier, while adjusted earnings per share came in at $0.23 — more than ten times higher than analysts expected. The company achieved a gross margin of 40%, beating i...

IBM ( IBM ) delivers robust quarterly results, but investors remain cautious over slowing Red Hat growth. International Business Machines (IBM) reported strong third-quarter results that exceeded Wall Street expectations, driven by accelerating demand across software, infrastructure, and AI services. Despite the beat, IBM stock slipped as investors reacted to slower growth in its Red Hat cloud business and limited guidance increases. Key Points IBM’s Q3 revenue rose 9% year-over-year to $16.33 billion, exceeding estimates. Adjusted earnings per share (EPS) hit $2.65 versus $2.45 expected. The company raised its full-year revenue forecast and now expects more than 5% constant-currency growth. IBM Posts Strong Earnings and Expanding AI Business IBM’s third-quarter results highlighted broad operational strength. Revenue climbed 9% from a year earlier — its strongest growth in several years — with adjusted EPS of $2.65 beating forecasts by 20 cents. Net income re...