Component Monopolists vs. Boom Renters: Who Keeps the Money
Nvidia’s $108B guide is a cost signal as much as a revenue one. The question is which suppliers can actually…
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Broadcom’s $100B Moment Is 11 Weeks Away
The custom silicon king reports September 2. Two engines are running. One number decides everything.
Eaton Built a 307-Gigawatt Moat. ETN Still Discounts It
Record Q2 revenue, a 307-gigawatt U.S. pipeline equal to 15 years of build, and a cooling deal running 20% above…
Alibaba Won the Open-Source War. Now Comes the Bill.
Qwen runs on a billion downloads. Aug. 28 decides if BABA catches up.
TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
Abel Deploys. The Question Is What Comes Next.
Berkshire's Q2 results confirm the cash is moving, but $365.5 billion still on the sideline tells a bigger story about…
Gulf Capital Is Going East. Two Deals Explain Why.
Ooredoo just committed $800M to Indonesia and Mubadala is weighing $6.3B in Japan. The Asia pivot is no longer a…
The 34K Economy Nobody Priced In
July’s job loss is bad. The revision cascade that brought the 12-month average to 34,000 is the real alarm.
Five Gauges That Tell You If the AI Rally Has Legs
The debate is not bull vs. bear. It is which numbers to watch.
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY's record Q2 is just getting started.