With 30-plus AV partners and big vehicle orders, Uber is building a cost structure that could make human drivers optional.
Fluence Energy Cut Its Revenue Forecast Twice. FY Ends in 12 Days.
FLNC fell about 15% Thursday after slashing FY26 revenue to $2.4B and widening its adjusted EBITDA loss outlook to $200M.…
Ford Spends $1 Billion in Louisville. Its China Problem Remains.
The Kentucky Truck Plant investment is real capital behind real profits. The CATL licensing fight is a different question entirely.
Saudi Arabia Is Pumping Oil at 1990 Levels. The Spare Capacity Safety Net Is Gone.
With 6.24 million barrels a day leaving Aramco's fields, energy investors are reckoning with a world where the market's traditional…
The Pentagon’s $5 Billion Bet Shows AI’s Real Bottleneck
Washington is lending billions not for a new data center, but for the power gear and components that determine how…
Oracle Reports Tonight. A $21.6B Pentagon Cloud Contract Makes the Bull Case Harder to Ignore.
The Pentagon's new cloud solicitation is more than twice the size of the 2022 award. Oracle's spending may already be…
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…
OPEC+ Froze October Output. The Spare Capacity Question Matters.
After months of quota hikes, the 31.01m bpd pause may say more about limits than intent.
UiPath Beat Estimates. The Stock Fell 16%. Sept. 22 Is Next.
A Q2 revenue beat and fourth straight quarter of GAAP profit were not enough. An Investor Day in Las Vegas…
The $19 Billion Signal Quant Trading Is Sending to AI
Jane Street’s Crusoe and CoreWeave deals show who is fighting for GPUs, and what it means for NVDA, CRWV, and…