Day: August 15, 2026

Chips Can’t Be Made Without Tungsten. China Just Proved It. 4656d526-7223-43a0-9dd3-40bd4e0396a9

4656d526-7223-43a0-9dd3-40bd4e0396a9

Chips Can’t Be Made Without Tungsten. China Just Proved It.

Market Spectator August 15, 2026

APT prices have surged since early 2026. Almonty is ramping Sangdong and just expanded a 21-year offtake...

Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough. c8b23079-a14b-4e25-b740-5c540721bf8c

c8b23079-a14b-4e25-b740-5c540721bf8c

Lumentum Just Doubled Its Revenue. It Still Can’t Ship Fast Enough.

Market Spectator August 15, 2026

A 109% revenue surge and Q1 guidance 8% above consensus are the headline. The 30%+ supply gap...