SpaceX and Tesla committed $16.8 billion to phase one of a 100-million-square-foot chip megafactory in Grimes County, Texas. The $119 billion ceiling gets the headlines. The execution gap is where the real trade lives.
Nielsen’s $2.15 billion deal would close the book on public ad verification. Here is what the trade, the shift, and the independence question mean.
A $30B revenue run-rate, Samsung 2nm talks, and a job listing up to $485K just redrew the custom silicon map.
A Q3 guide implying a 12% revenue decline tells you something the earnings headline does not.
Rockets are 12% of revenue. The $18.4B AI capex bill is why the stock fell anyway.
Trump paused Iran strikes. Oil fell. September policy is still the risk.
Washington is taking minority stakes in seven chip deals. Intel explains the appeal and the risk.
Record U.S. output, bigger Hess synergies, and a Microsoft power deal make Chevron look different from past cycles.
Hormuz is still burning, the Fed just produced its most fractured vote in a decade, and a rare earth clock runs out on November 10. Each of these deserves a second look.
The Fed held rates steady, but the 9-3 vote was the most hawkish FOMC split since 2016. September is now live.
