NEWS

Quick snapshot (INTC) Last price: ~$37.32 Intraday range: $35.50 – $37.43 Tone: Balanced tape; dip buys near mid-$36s, supply into...

IonQ has shifted from future promise to visible execution. The company’s trapped-ion architecture is showing steady gains in useful performance,...

ASML remains the semiconductor industry’s ultimate choke point. Its extreme ultraviolet (EUV) lithography tools—and the first wave of High-NA EUV...

OpenAI’s compute appetite has turned from “lots of GPUs” into a full-stack systems challenge: chips, packaging, networking, software, and power—delivered...

Key Takeaways NEVs are the majority: September retail penetration of new energy vehicles is hovering around ~60% of passenger-car sales, reinforcing that electrified...

Introduction: A new era for defense innovation In a move that could redefine the future of naval engineering, Rolls-Royce Submarines has signed...

AI-first clouds are a different animal from classic SaaS. Valuation and share-price momentum hinge less on ARR and more on capacity...

It was a busy stretch across sectors: hyperscalers doubled down on AI infrastructure and policy fights, consumer names kicked off...

Global markets spent the week juggling a live U.S. federal shutdown, a political shock in France, leadership turbulence in Japan,...

TL;DR (London time — BST) Tue–Wed: U.S. megabanks dominate with JPM, GS, WFC, C, BLK (Tue) and BAC, MS (Wed) — tone-setters for credit quality,...