Highlights
Recent News
Rheinmetall’s Order Book Pushes Past €80 Billion as New Shell Deal Lands
Rheinmetall has added another artillery-munition contract to a backlog that has already climbed beyond 80 billion euros, underscoring how demand...
AI’s Warning Lights Flash as Crypto Steals the Spotlight
Dear readers, Friday we told you how Oracle's contracted backlog let it shrug off a bond market flirting with 5%...
Oracle’s Backlog Defies the Bond Market While Crypto Bends
Dear readers, Yesterday we left Treasury yields at a three-year high near 4.85%, chasing Brent crude past the $100 mark....
Custom Silicon and Strained Grids Rewrite AI’s Cost Curve
Dear readers, Yesterday we left Brent crude pressing against the $100 ceiling, waiting to see how far the standoff around...
Popular
Net Worth
Gold’s Pivotal Week: Inflation Data to Settle the Fed Debate That Has Bullion on Edge
Gold entered the new trading week in a holding pattern, with investors reluctant to commit until fresh...
TKMS Closes the Dolphin Chapter and Courts Fincantieri — But Shareholders Are Still Waiting for the Tide to Turn
The INS Drakon has left the yard in Kiel, bound for Israel, and with it a quarter-century...
Munich Re’s Monte Carlo Warning Collides With Wall Street’s Widest Analyst Split in Years
The message from Munich Re's leadership at the industry's annual gathering in Monte Carlo was pointed: the...
Xiaomi’s September Tightrope: A Foldable Counterpunch Against Apple While EV Targets Slip
Xiaomi is entering one of the most consequential weeks of its corporate calendar, juggling a carefully timed...