The rare earth supply chain is still being built in pieces The US is putting billions of dollars behind a domestic rare earths industry, but much of the material is still moving to Asia. According to a Financial Times report,
Micron is turning AI demand into a US manufacturing buildout Micron Technology is increasing its US investment plan again, committing more than $250 billion through 2035 as demand for memory chips accelerates across the artificial intelligence economy. The new target
Markets Pull Back as Geopolitical Risk Returns US stocks fell Wednesday as oil prices surged and investors reacted to a sharp escalation in tensions between Washington and Tehran. The Dow Jones Industrial Average dropped 1.6%, losing more than 800 points.
The AI trade stumbled again US stocks moved lower Tuesday as renewed pressure across semiconductor shares pulled the Nasdaq into the lead on the downside. The Nasdaq Composite fell approximately 1.2%, reversing part of Monday’s technology-led rebound. The S&P 500
Molybdenum is no longer trading like a simple steel by-product Molybdenum’s latest price move should not be read as another routine rally tied to stainless steel or the industrial cycle. It is part of a broader shift in the critical
The defense trade is no longer just about war headlines Defense stocks are moving like investors are pricing in something larger than a temporary geopolitical scare. The iShares U.S. Aerospace & Defense ETF (ITA) has pushed to a fresh high
Tech stocks regained leadership after a volatile stretch US stocks were mixed Monday, but the message beneath the surface was clear: investors were willing to move back into technology after several weeks of pressure on the AI trade. The Nasdaq
US uranium production is finally moving again The US uranium industry is showing its clearest signs of recovery in nearly a decade. Domestic uranium concentrate production rose to 2.1 million pounds U3O8 in 2025, up from 657,000 pounds in 2024.
Ford is locking in memory supply before the shortage becomes worse Ford has signed a long-term semiconductor supply agreement with Micron Technology, giving the automaker more secure access to memory and storage products for its next generation of vehicles. The
A European drone company joins defense tech’s billion-dollar class Quantum Systems has secured $1.2 billion in new financing, placing the German autonomous-systems developer among Europe’s most valuable privately held defense companies. The Series D round valued Quantum Systems at approximately
The rare earth supply chain is still being built in pieces The US is putting
Micron is turning AI demand into a US manufacturing buildout Micron Technology is increasing its
Markets Pull Back as Geopolitical Risk Returns US stocks fell Wednesday as oil prices surged
The AI trade stumbled again US stocks moved lower Tuesday as renewed pressure across semiconductor
Molybdenum is no longer trading like a simple steel by-product Molybdenum’s latest price move should
The defense trade is no longer just about war headlines Defense stocks are moving like
Tech stocks regained leadership after a volatile stretch US stocks were mixed Monday, but the
US uranium production is finally moving again The US uranium industry is showing its clearest
Ford is locking in memory supply before the shortage becomes worse Ford has signed a
A European drone company joins defense tech’s billion-dollar class Quantum Systems has secured $1.2 billion
