TeraFab Wants 400 EUV Machines. ASML Ships 48.
The biggest building plan on Earth hits a constraint that money cannot speed up.
Category: Money
Washington Owns 30 Tech Stakes. Nobody Can Find the Ledger.
The U.S. has deployed $26.7 billion across chips, AI labs, quantum, and rare earths. The portfolio has no public address.
Uber Is Down 26% From Its High. The AI Efficiency Flip Is the Real Story.
Uber says it quadrupled AI usage while cutting token costs. What that means for Uber’s R&D line, Anthropic’s IPO math, and enterprise AI budgets.
Butterfly Network’s Hidden Growth Engine
The chip-licensing bet behind BFLY’s record Q2 is just getting started.
Amazon Has a $25B Chips Business. Wall Street Noticed.
The stock jumped after earnings. The options market now has a harder question to answer.
Shell Just Had Its Best Quarter Since 2022
A $9.8 billion adjusted profit beat — and the real question is what happens next.
Caterpillar Is Up 100% in a Year. August 4 Is the Reality Check.
A data center downgrade just hit CAT hard. The Q2 numbers will decide if the AI thesis still holds.
CrowdStrike Is Down 13% From Its High. September 2 Is the Reset.
Revenue growing 26%, ARR at $5.51 billion, and the AI security cycle is just getting started.
NextEra Reports Today. The AI Power Bet Just Got Much Bigger.
A $66.8B Dominion deal puts NEE at the center of America’s AI electricity buildout.
SMCI Is Up 20% After Hours. August 11 Is the Real Test.
A $60B order surge and margins nearly twice the prior forecast just hit. Now the governance overhang has to get answered.