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
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
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
Tesla delivered far more vehicles than Wall Street expected Tesla produced one of the strongest quarterly delivery reports in its history—and investors sold the stock anyway. The electric-vehicle maker delivered 480,126 vehicles during the second quarter, comfortably exceeding the company-compiled
Small caps have finally broken out of their long period of underperformance US small-cap stocks are closing out their strongest first half in 35 years. The Russell 2000 advanced more than 21% through the first six months of 2026, reversing
America’s defense problem is no longer only about technology The United States has spent decades developing some of the world’s most advanced weapons. Recent conflicts have exposed a different weakness: producing enough of them. Weapons supplied to Ukraine, used to
Nvidia has lost some of its market leadership Nvidia is ending the second quarter under pressure after spending much of the AI boom as the market’s most dominant stock. The shares have underperformed the S&P 500 for six consecutive trading
Canada and Japan are moving beyond broad supply-chain pledges Canada and Japan are considering a more direct partnership covering the production, purchase and storage of critical minerals used in batteries, advanced manufacturing and defence. The discussions include potential joint mining
Micron is turning AI demand into a US manufacturing buildout Micron Technology is increasing its
Molybdenum is no longer trading like a simple steel by-product Molybdenum’s latest price move should
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
Tesla delivered far more vehicles than Wall Street expected Tesla produced one of the strongest
Small caps have finally broken out of their long period of underperformance US small-cap stocks
America’s defense problem is no longer only about technology The United States has spent decades
Nvidia has lost some of its market leadership Nvidia is ending the second quarter under
Canada and Japan are moving beyond broad supply-chain pledges Canada and Japan are considering a
