The Scramble for African Kilowatts
Mission 300 is revolutionizing electricity access in Africa.
The AI Energy Paradox: Why Grid Hardening and Copper Deficits are the Only 2026 Trades That Matter
The green transition is crucial despite geopolitical challenges.
Does Palantir Deserve a Triple Digit Multiple After Q3 Results
Palantir Technologies is facing increased scrutiny regarding its market position.
The Resilience Myth and the Coming Fiscal Reckoning
The global economy demonstrates unexpected strength amid various challenges.
Jim Farley’s Billion Dollar Gamble to Reclaim the Digital Cockpit
Automakers are voicing concerns over Apple’s control in car technology.
Nvidia China Revenue Floor Holds at 12 Percent Despite Export Tightening
Nvidia’s CEO revises his comments on China’s AI dominance.
The Institutional Divorce from Super Micro Computer
Super Micro faces skepticism despite a recent rating upgrade.
The Qualcomm Buyback Mirage Hides a Dangerous Revenue Concentration
Qualcomm’s financial performance raises questions about market reactions.
Cava Chases Gen Z With Salmon While Investors Ignore The Growing Margin Cracks
Cava is innovating its menu to engage Generation Z.
The Delaware Shadow and Musk’s Trillion Dollar Pivot
Elon Musk’s pay package vote could impact Tesla’s future.