Allseas and TMC's commercial agreement is the engineering bet that could unlock billions in seabed cobalt and manganese.
Nvidia Is Inside the DOE’s $2.4 Billion Science Push. Most Others Are Not.
The Genesis Mission supply chain is narrower than the headline suggests, and that matters for investors.
Amazon Needs Decart to Make Its Own Chips Worth Buying
A reported $7 billion Decart deal is really about selling Trainium.
Medicare Just Got More Complex for 2027 Enrollment
Fewer plan choices open Oct. 15, and Humana’s star surge is moving stocks.
Copper Is at $6.66. The Escondida Clock Is Running Out.
With Centinela already on strike and BHP’s mediation window expiring this week, resource investors face a sharper question: how much…
Two Reports on Thursday Will Tell the Fed Whether to Hike Again
Retail sales and producer prices land Oct. 15, ahead of the Oct. 28-29 Fed decision.
Broadcom Is Arranging $50 Billion in AI Chip Financing. The Stock Trades at 19x Forward Earnings.
The OpenAI chip plan puts Broadcom at the center of AI hardware finance, while its valuation has quietly compressed.
Tower REITs Rallied Before SpaceX Filed Anything
Crown Castle, American Tower and SBA surged as carriers fell hard. The market said the landlord wins either way.
Broadcom Is Now Its Own Customer’s Banker. AVGO Fell 4% on That News.
The $50 billion OpenAI financing talks signal big chip demand, but raise questions about who bears the risk.
Lilly’s Next Drug Posted Record Weight Loss. Filing Due Q1.
Retatrutide posted the biggest Phase 3 weight loss on record. Q3 earnings call is Oct. 29.