A record above $14,800 and a 4% one-day collapse show how much of copper’s rally is tied to a tariff…
Category: Top News
Arm Has the Best Customer List in Chips. The Factory Is the Problem.
With OpenAI, Meta, and Oracle signed on for its AGI CPU, Arm's demand story is settled. Whether TSMC packaging capacity…
GPT-6 Astra Reset the Price of a Memory Order. Seoul Paid.
KRW 5.2T went into the Kospi while New York slept. Was it a new demand cycle or a holiday chase…
Flex Is Betting $4.4 Billion on a 2027 Re-Rating
The EPC Power deal loads the spinoff with high-margin, high-growth power conversion assets before it trades on its own.
Payrolls Land. Now the Fed’s Internal Fight Becomes Your Trade.
A split FOMC, a 10-year yield at 4.78%, and average hourly earnings are the only numbers that matter before the…
AI Power Bottleneck: Not Chips, Castings
SpaceX’s blade foundry shows who controls AI build speed. Howmet fell about 7.5%.
Three Tools That Quietly Run Your Admin
A solopreneur survey claimed 22 hours a week lost to tasks that don't grow the business. Here is where to…
HOOD Near Highs, COIN 53% Off Its Peak: Pick One
Goldman reiterated Buy on both. The flow tells you which one to own today.
Which Multinationals Actually Earn China
Beijing’s latest stimulus rewards durable local franchises, not those hoping policy rescues cyclical demand.
The 20% Compute Tax Nobody Priced Into OpenAI
A rogue agent, a paused frontier run, and a monitoring overhead that reshapes the unit economics of building the world’s…