TSMC Is Now at Musk’s Table. Intel Should Be Worried.
What it means if TSMC helps run a chip plant for Tesla, SpaceX, and xAI.
Finance
Vistra Is Down About 35% From Its High. The PJM Mess Is Why You Buy It Now.
Every month the PJM backstop stays delayed is another month of scarcity pricing for generators already running there.
Treasury Told Wealthy ETF Investors Their Tax Deferral Was at Risk
The IRS ruling that curbs the Section 351 swap also signals which diversification paths are still open for investors sitting…
Accenture’s $22 Billion Bookings Quarter Puts AI Spend in Focus
141 $100M-plus bookings and record managed-services wins put numbers on enterprise AI demand
Runway Real Estate Is the Hottest Bet in Logistics
E-commerce volumes are straining cargo hubs, and runway-adjacent land is scarce.
BHP’s Escondida Heads Into Mediation After Supervisors Reject Final Wage Offer
A near-95% strike vote at the world's largest copper mine adds fresh supply risk to a metal already up about…
Delta’s Q2 Premium Shift. Q3 Tells Us If It Holds.
Premium ticket revenue beat main cabin in Q2. Delta reports Oct. 9.
Copper Is Near Its Record. Chile May Close That Gap Today.
Escondida’s supervisors finish their strike ballot this morning as Centinela’s workers have already voted 98.73% in favor of a walkout,…
RTX’s $20.7 Billion AMRAAM Win Is Mostly Unfunded
Raytheon’s landmark missile contract is big, but the money comes later.
Yanbu Is Burning Again. Here Is Who Wins and Who Pays.
With Brent near $107 and Saudi Arabia's Red Sea outlet now contested, the Yanbu strike reshuffles winners and losers across…