TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
The Cloud Just Got a Quantum Layer
Oracle and Quantinuum aren’t announcing a research project. They’re announcing the architecture of the next computing stack.
DayOne Files for $5B IPO. Now What?
A confidential SEC filing targets next quarter. The company was engineered specifically for this moment, and the market just told it how hard that pitch is.
The $78-Per-Share Spread Nobody Disclosed
The Adit Ventures case is a warning for pre-IPO funds promising access to SpaceX, Klarna, and the next blockbuster listing.
The ROIC Question Is Finally Getting Answered
JPMorgan’s latest target raise is about backlogs converting into recognized revenue.
Barrick Beat on Ounces. Costs Won the Quarter.
Production beat guidance. Costs hit cash flow. The IPO catalyst is just getting started.
Chevron Is No Longer Just an Oil Company
Project Kilby, a 20-year Microsoft deal, and agentic robots on the Permian floor are rewriting what CVX actually is.
The Margin Story Is No Longer Theoretical
AI agents are delivering bottom-line gains across the S&P 500. The broadening is just beginning.
Abel Is Spending. Burry Is Not Impressed.
The real question isn’t whether Berkshire’s new CEO is deploying capital. It’s whether he’s deploying it well enough, at the right price, in the right market.
66 Jurisdictions Cleared. One Courtroom Holds the Deal.
The UK cleared Paramount’s WBD deal. The ticking fee that starts October 1 is the only number that matters now.