A 93% revenue surge and a PwC deal cement Palantir’s commercial AI position, but a forward multiple...
Market News
The September 24 White House visit is less about diplomacy than about which sectors get unlocked, and...
Higher interest rates are on the horizon as Kevin Warsh, Federal Reserve Chief gave indications stubborn inflation...
Dutch TTF near €74/MWh. Goldman flags €100+ if Hormuz stays constrained.
The Aug. 31 framework deals for PAC-3 MSE and THAAD parts are quietly assembling a defense revenue...
SpaceX's Bastrop foundry is real, but qualifying turbine blades takes years, not months, and Howmet's business has...
TPU ownership lets Google pressure rivals on price, and that changes what a pure-play AI lab is...
Two unreconciled CRs, one fiscal deadline, and a data blind spot that could leave the Fed guessing...
A good ending Friday to a ‘topsy–turvey’ market week was not enough to salvage the indexes. All...
The breadth scorecard from Thursday's historic move shows where the chip trade is concentrated and where it...
