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Latest market news, press releases, and industry insights.
DOE Offers Constellation Up to $5 Billion Loan for Nuclear Uprates at Eight Plants
The U.S. Department of Energy has offered Constellation Energy a conditional loan commitment of up to $5 billion to fund uprates at eight nuclear plants. The projects could add nearly 1.1 GW of capacity across Illinois, Maryland and Pennsylvania.
Oct 28, 2026
Bracco Imaging to Invest $230 Million in First U.S. Contrast Media Plant in Sanford, North Carolina
Bracco Imaging plans a $230 million sterile plant in Sanford, North Carolina, to make injectable contrast media for diagnostic imaging, creating 200 jobs. The project brings production of a hospital essential closer to the company's largest market after the 2022 contrast shortage exposed offshore supply risks.
Oct 28, 2026
CenterPoint Energy Raises 10-Year Capital Plan to $70.7 Billion as Houston Load Requests Surge
CenterPoint Energy raised its 10-year capital plan by $4 billion to $70.7 billion with its third-quarter 2026 results. The Houston utility is expanding grid capacity as industrial, commercial and data center load requests climb across ERCOT.
Oct 27, 2026
Infineon to Invest 1.1 Billion Euros in First High-Volume 300mm GaN Power Chip Fab in Villach
Infineon Technologies will invest about 1.1 billion euros through 2034 to build a high-volume 300-millimeter gallium nitride power semiconductor line in existing cleanrooms in Villach, Austria. Production is scheduled to start by the end of 2027, backed by 319 million euros in EU-approved state aid.
Oct 27, 2026
China Approves Bayer's Asundexian, the First Factor XIa Inhibitor, for Secondary Stroke Prevention
China's NMPA has approved Bayer's asundexian, branded Sunharbo, to reduce stroke risk after a non-cardioembolic ischemic stroke or high-risk TIA, the first Factor XIa inhibitor approved anywhere. The decision rests on the 12,327-patient OCEANIC-STROKE trial and puts Bayer ahead of rival milvexian as U.S. and EU reviews continue.
Oct 27, 2026
Amazon, Tata Motors to Deploy 3,000 Electric Trucks Across Amazon's India Freight Network
Amazon and Tata Motors will deploy 3,000 Tata electric trucks across Amazon's middle-mile and freight network in India, with the first batch flagged off in Delhi on Oct. 27, 2026. A second phase targets the 2,800-km Delhi-Bengaluru-Chennai corridor on NH48 with charging hubs built by Yahhvi.
Oct 27, 2026
Intel to Acquire Quantum Software Developer Classiq to Build Full-Stack Quantum Business
Intel has signed a definitive agreement to acquire Classiq, a Tel Aviv-based quantum computing software company, to create a full-stack quantum business. The deal, with undisclosed terms, is expected to close in the first half of 2027.
Oct 27, 2026
Banks, Blackstone Commit $63 Billion to Finance Broadcom AI Chips for Anthropic
Bank of America, Blackstone, Citi and Morgan Stanley committed $63 billion to a special purpose vehicle that will buy Broadcom XPU accelerators and networking gear and lease them to Anthropic. Broadcom will provide residual value support equal to the first lien, with deliveries expected to begin in 2027.
Oct 27, 2026
Ricoh plans inkjet-printed perovskite solar cell production in Miyagi, targets hundreds of MW by 2030
Ricoh will build a production site for inkjet-printed perovskite solar cells at Ricoh Industry's Tohoku Site in Miyagi Prefecture, targeting several hundred megawatts of annual capacity by 2030. The project was selected for METI's GX Supply Chain Development Support Program.
Oct 27, 2026
Singapore Approves Sembcorp Plan to Import 1.3 GW of Vietnam Wind and Malaysia Solar Power
Singapore's Energy Market Authority granted Sembcorp Utilities conditional approval to import up to 1.3 GW of low-carbon electricity from Vietnam offshore wind and Malaysian solar and storage. The partners, including Petronas, TNB and PTSC, target first imports by 2035.
Oct 27, 2026
Meta launches $35 billion stock offerings, plans $60 billion ATM to fund AI infrastructure
Meta Platforms launched about $35 billion in common and mandatory convertible preferred stock offerings on Oct. 26 and plans a separate $60 billion at-the-market program in new nonvoting Class C shares. NVIDIA, AMD and Broadcom indicated interest in buying up to $5 billion of the common stock.
Oct 27, 2026
FDA Approves Pfizer's Talzenna Plus Xtandi for HRR-Mutated Hormone-Sensitive Prostate Cancer
The FDA has approved Pfizer's Talzenna with Xtandi for men with HRR gene-mutated metastatic prostate cancer that is still hormone-sensitive. The decision, based on the Phase 3 TALAPRO-3 trial, moves the PARP inhibitor regimen into an earlier treatment setting.
Oct 27, 2026
Bon Secours Affiliate HealthSpan to Take Surgery Partners Private in $5.7 Billion Deal
HealthSpan Partners, an affiliate of Bon Secours Mercy Health, agreed to acquire Surgery Partners in an all-cash deal at an enterprise value of about $5.7 billion. Bain Capital will roll its 39% stake, and the take-private is expected to close in the first quarter of 2027.
Oct 26, 2026
SpaceX Signs $40 Billion GPU Lease With Apollo to Finance NVIDIA Vera Rubin Chips
SpaceX has signed a binding commitment for an approximately $40 billion master finance lease with an Apollo-managed entity covering NVIDIA Vera Rubin GPUs. Lease schedules begin on chip delivery in the first half of 2027, with closing expected before year-end.
Oct 26, 2026
Volkswagen Group Picks NXP S32K5 Chips for Zonal Software-Defined Vehicle Architecture
Volkswagen Group has selected NXP Semiconductors as a strategic technology partner and will use its S32K5 microcontrollers in the zonal controllers of its future software-defined vehicles. The architecture, developed by the Volkswagen-Rivian joint venture RV Tech, is planned to debut in a vehicle in 2027.
Oct 26, 2026
EQT to Acquire Range Resources in All-Stock Deal, Creating $50 Billion Appalachian Gas Producer
EQT Corp. agreed on Oct. 26 to acquire Range Resources in an all-stock merger valued at more than $50 billion in pro forma enterprise value. The combined Appalachian producer expects over 9 Bcfe/d of net production and $325 million in base annual synergies.
Oct 26, 2026
DOE Designates Helium a Critical Material, Citing Semiconductor Supply Risk
The U.S. Department of Energy has added helium to its Critical Material List under the Energy Act of 2020, citing its non-substitutable role in semiconductor manufacturing. The move signals federal priority for domestic helium refining and storage as U.S. chip and AI infrastructure expands.
Oct 26, 2026
BP to Pay Louisiana $350 Million Early, Settle Remaining Parish Coastal Lawsuits
BP and Louisiana agreed on Oct. 23 to replace $373 million in remaining Deepwater Horizon installments with a single payment of about $350 million. The deal also resolves the remaining parish coastal zone lawsuits involving BP.
Oct 26, 2026
Samsung SDI Signs 1 GWh U.S.-Made Energy Storage Deal With Alpha Omega Power
Samsung SDI America signed a second supply agreement with Houston-based Alpha Omega Power for 1 GWh of prismatic SBB 1.7 energy storage systems, bringing the companies' total to 1.5 GWh. Cells and modules will be built at StarPlus Energy in Kokomo, Indiana, with deliveries due by the end of 2026.
Oct 26, 2026
Merck, Moderna mRNA Therapy Intismeran Cuts Melanoma Recurrence Risk 42% in Phase 3 INTerpath-001
Merck and Moderna presented Phase 3 INTerpath-001 data at ESMO 2026 showing intismeran autogene plus Keytruda reduced the risk of recurrence or death by 42% in resected high-risk melanoma. It is the first individualized mRNA cancer therapy to succeed in a randomized Phase 3 trial, and the companies are engaging with regulators.
Oct 26, 2026
France Sets 2027 Approval Path for Autonomous Vehicles as Stellantis, Bolt and Wayve Plan Paris Pilots
France's transport minister said a national homologation doctrine for autonomous vehicles will be published in the first half of 2027. Stellantis, Bolt and MĂ©tropole du Grand Paris plan driverless pilots from 2028, while Wayve, Stellantis and NVIDIA announced a France deployment collaboration.
Oct 26, 2026
ADNOC Opens AED60 Billion in Local Manufacturing Opportunities, Overhauls Supplier Rules
ADNOC unveiled more than AED60 billion in local manufacturing opportunities across more than 200 products at its second Make it with ADNOC Forum in Abu Dhabi. The company also expanded its Local+ program and overhauled supplier registration and In-Country Value bid evaluation.
Oct 26, 2026
Borr Drilling's Prospector 5 Jack-Up Sinks Off Gabon, Halting BW Energy's Dussafu Output
Borr Drilling's Prospector 5 jack-up sank off Gabon on Oct. 24 during preload operations ahead of a BW Energy drilling campaign, with crew still missing. BW Energy halted production at its MaBoMo facility, and Gabon has opened a technical investigation.
Oct 25, 2026
Roche's divarasib beats sotorasib and adagrasib on survival in Phase III lung cancer trial
Roche's divarasib improved overall and progression-free survival over the approved KRAS G12C inhibitors sotorasib and adagrasib in the head-to-head Phase III Krascendo 1 trial. The data were presented at ESMO 2026 and published in The New England Journal of Medicine on Oct. 25.
Oct 25, 2026