The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has...
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SpaceX went exclusive, hyperscalers raised capex again, and the stock is still 8% below its all-time high....
Washington’s critical minerals push is real. The processing gap it ignores is the investment question institutions are...
Q2 revenue beat by $130M. The AI traffic data is real. But the infrastructure play underneath it...
Revenue beat, free cash flow missed. Three catalysts now decide everything.
Three straight quarters of record bookings, a $2.47B RPO, and AI agents in production. The premium is...
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016....
Three hyperscalers report in four days. The Alphabet shock just set the bar.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang...
Record revenue, a surprise profit, and a debt load that changes everything.
