Data Centers Are Being Canceled at a Record Pace. Here Is Who Pays.
With $260 billion in US projects killed this year, the AI capex trade is showing its first real crack.
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Sidewalk Robots Cost $5 a Drop. The $1 Promise Is Further Away Than It Looks.
Utilization, not hardware, is the real obstacle separating today's robot delivery economics from the numbers investors are pricing in.
Runway Real Estate Is the Hottest Bet in Logistics
E-commerce volumes are straining cargo hubs, and runway-adjacent land is scarce.
BHP’s Escondida Heads Into Mediation After Supervisors Reject Final Wage Offer
A near-95% strike vote at the world's largest copper mine adds fresh supply risk to a metal already up about…
New Home Sales Hit 684,000. Builders Paid for Every One.
The eight-month high looks better than it is: prices fell 5.8% from a year ago, supply sits at 8.5 months,…
Meta Gave Smart Glasses a Mass-Market Price. Best Stock?
Connect 2026 pushed Meta deeper into glasses. The bet is whether $349 brings buyers that $1,300 never will.
Google Just Lost Its Right to Own the First Screen
UK regulator move to add ChatGPT and Perplexity to Android choice screens hit Alphabet harder than Meta’s rise alone explains.
Intuit Grew Revenue 14% and Cut Its Workforce 17%. FY27 Guidance Is the Hard Part.
With the stock near $318 and 20 of 34 analysts rating it a Buy, the question is whether the AI…
Salesforce Must Prove Agentforce Adds Revenue at Dreamforce
Chips slid Monday as capital rotated into software. Now Benioff has to show the market that AI agents expand Salesforce's…
Tesla Set October 1 for the Roadster. Buy the Reveal.
With TSLA implied volatility still low, a call spread targets the event.