Twenty-year nuclear deals with Meta and AWS, a $4.2 billion DOE loan commitment, and a stock about 30% off its all-time high. The disconnect between the business and the price is striking.
The warehouse REIT is also a key AI-infrastructure landlord, and today’s call will show whether both bets are holding.
A note from our friends at Brownstone Research(ad) Dear Reader, Elon Musk just made a shocking prediction. He said 99%…
The 2s/10s, the dollar, and equities hinge on whether inflation backs the Fed’s path.
A widening gap between producer and consumer prices is squeezing manufacturers and complicating Beijing’s next policy move.
October 13, 2026 Bonus Content: The Ocean Floor Has Battery Metals. One Contractor Just Signed the Deal to Prove It.…
Rural operators are converting methane into fuel as EU shipping rules price slip.
CXMT’s DRAM claim crushed memory stocks globally, but not every name in the selloff deserved the same sentence.
October 13, 2026 Bonus Content: Dangote’s Refinery IPO Closes Tomorrow. Valero and Marathon Should Pay Attention. A note from our…
ESMA’s Oct. 8 opinion sets a Jan. 8, 2027 remediation deadline, and USDC is the only top-10 stablecoin already MiCA-compliant.
