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…