AI-driven track geometry scans top 500,000 miles a year. The data behind that claim is reshaping the investment case.
SK Hynix and Samsung Hit 76% Margins. The RAM Crisis Is Why.
When a 32GB DDR5 kit hits $450 and HBM pricing spikes, memory stops looking cyclical.
GE Aerospace Paid $11.75 Billion to Own Its Own Bottleneck
Tuesday's earnings report is the first real test of that bet.
TSMC’s 66.4% Gross Margin During a 2nm Ramp Is the Number the Selloff Is Ignoring
Six straight record quarters, a Q4 guide above consensus, and a stock falling anyway: here is what the market is…
China’s 5% Factory Inflation May Now Hit Global Prices
A 4.1-point gap between producer and consumer prices hints at rising export price pressure.
China’s Export Surge Has a January Problem
September’s 36.3% jump put the surplus on pace for $1T-plus, but how much demand vanishes when the tariff truce expires.
Lockheed Bets Drone Silicon on a Brain-Inspired Chip
Neuromorphic processors are shipping now, and GPS-denied navigation is rewriting the drone bill of materials.
India’s 5.54% Inflation Has the RBI Cornered
Food inflation hit 7.74%, the rupee is near record lows, and Brent is above $100. Indian equities are caught in…
NatWest Walks Away From the Bond Market at Its Most Expensive in 24 Years
The bank's exit from US and European primary dealing raises a harder question: who fills the gap when government debt…
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.