September 9, 2026 Beijing’s 9,800-exaflop target by 2030 China’s Ministry of Industry and Information Technology issued a development plan for…
ASML Got 3 Foundries to Commit. Best Chip Equipment Buy?
With TSMC, Samsung and Intel Foundry publicly tied to High-NA EUV timelines into the early 2030s, ASML’s position looks stronger…
Expedia and Booking’s Big Drop Is Not About Fuel Costs
September 9, 2026 When travel sells off with no company news, crude is hitting demand next. Sponsored Pilots Use One.…
American Energy Is Powering a Trillion-Dollar Buildout
September 8, 2026 Bonus Content: Home Depot’s Real Growth Engine Isn’t the Housing Market A note from our friends at…
Expedia and Booking Just Got Sold Like the Traveler Is Already Gone
Tuesday’s travel-stock selloff shows who was crowded in, and who now has to exit
This CEO Knows How to Get a Resource Story Started
September 8, 2026 Bonus Content: P&G Just Raised Its Dividend Through a $1B Cost Headwind A note from our friends…
Melt Up or MELT DOWN?
September 8, 2026 Bonus Content: Shein’s $99 Million Loss Shows Who Pays When Duty-Free Ends A note from our friends…
Toyota Bet Right. Ford and GM Are Now Copying Its Playbook.
September 8, 2026 Hybrid vehicles hit a record 15.4% U.S. share For roughly four years, Wall Street rewarded automakers for…
UK Gilts Near 6%: The Bond Market Is Writing the Budget
30-year gilt yields at a 28-year high have already consumed roughly half of Healey's fiscal room, and the OBR has…
China’s $806bn Surplus Heads Into the Trump Summit
September 8, 2026 Exports rose 25% in August, chip exports surged 129.8%, and copper imports fell. The overnight number traders…