The Minerals Crisis America Ignored When China banned exports of key minerals like gallium, germanium, and antimony to the U.S. in late 2024, Washington finally confronted a reality years in the making: the world’s largest economy depends on its top
AMD Rockets on Landmark AI Partnership AMD (NASDAQ: AMD) shares exploded higher on Monday, soaring 35% after announcing a historic multibillion-dollar deal with OpenAI — a move that could dramatically reshape the competitive landscape in AI hardware. Under the agreement,
Gold’s Relentless Outperformance The AI trade has dominated headlines in 2025, but the real winners are gold miners. The MSCI World Gold Miners Index has exploded 135% this year, trouncing the 40% gain in the MSCI semiconductor benchmark. Gold itself
BlackRock’s $40B AI Infrastructure Push BlackRock’s Global Infrastructure Partners is closing in on a deal to acquire Aligned Data Centers, valuing the operator at roughly $40 billion. Aligned runs 78 data centers across 50 campuses in the U.S. and South
Gold Retreats After Record Run Gold prices pulled back Thursday as the dollar strengthened and traders locked in profits after a five-day rally. Spot gold dipped to $3,840 an ounce, slipping from record levels that had marked its strongest run
Tesla’s Record-Breaking Quarter Tesla (TSLA) reported blowout Q3 deliveries of 497,099 vehicles, well above Wall Street’s consensus of ~440,000. Production totaled 447,450 vehicles, while energy storage deployments also hit a record at 12.5 gigawatt-hours. The surge was fueled by a
Microsoft Raises the Stakes in AI for Consumers Microsoft (MSFT) is deepening its consumer AI strategy with the launch of Microsoft 365 Premium, a $19.99-per-month subscription tier that blends generative AI features with traditional productivity apps and cloud storage. The
Shutdown Officially Underway The U.S. government began its first shutdown in years early Wednesday after negotiations in Washington collapsed. The final hours before the stoppage were marked by finger-pointing rather than compromise, sealing a lapse in funding that leaves investors
Buffett Back in Deal Mode Warren Buffett’s Berkshire Hathaway (BRK.A, BRK.B) is reportedly on the verge of sealing a $10 billion acquisition of OxyChem, the petrochemical division of Occidental Petroleum (OXY). If finalized, the transaction would be Berkshire’s biggest deal
Amazon Bets on Budget Groceries Amazon is doubling down on price-sensitive consumers with the launch of Amazon Grocery, a private-label brand offering more than 1,000 items — most priced under $5. The line spans everything from meat and seafood to
The Minerals Crisis America Ignored When China banned exports of key minerals like gallium, germanium,
AMD Rockets on Landmark AI Partnership AMD (NASDAQ: AMD) shares exploded higher on Monday, soaring
Gold’s Relentless Outperformance The AI trade has dominated headlines in 2025, but the real winners
BlackRock’s $40B AI Infrastructure Push BlackRock’s Global Infrastructure Partners is closing in on a deal
Gold Retreats After Record Run Gold prices pulled back Thursday as the dollar strengthened and
Tesla’s Record-Breaking Quarter Tesla (TSLA) reported blowout Q3 deliveries of 497,099 vehicles, well above Wall
Microsoft Raises the Stakes in AI for Consumers Microsoft (MSFT) is deepening its consumer AI
Shutdown Officially Underway The U.S. government began its first shutdown in years early Wednesday after
Buffett Back in Deal Mode Warren Buffett’s Berkshire Hathaway (BRK.A, BRK.B) is reportedly on the
Amazon Bets on Budget Groceries Amazon is doubling down on price-sensitive consumers with the launch
