With Centinela already on strike and BHP’s mediation window expiring this week, resource investors face a sharper...
Nvidia has a preferred method for acquiring AI talent and technology without triggering a formal merger review:...
A +0.3% September headline can look fine. Real spending is the real test.
A note from our friends at Weiss Ratings(ad) Dear Reader, Starting as soon as a few months...
October 10, 2026 Congress may not be the real threat to data centres. Zoning boards and electricity...
A November deadline is forcing battery buyers to qualify domestic silicon-carbon suppliers faster than anyone planned.
Wednesday’s CPI and Warsh’s IMF appearance come before the Oct. 27-28 Fed meeting.
A note from our friends at The Oxford Club(ad) Dear Reader, Every single day a new drug...
October 9, 2026 Son’s latest Gulf pitch sounds like PE with a robotics wrapper. Can it beat...
OpenAI’s annualized revenue run rate is closer to $50B, not ~$70B. Investors now have to rebuild the...