Cash aluminum traded $147 a tonne over three-month metal on Nov 11, the widest in 30+ years of data. Exchange stocks are at a 1990 low, so protect nearby delive ...

Compute spending dropped from 172.1% to 56.6% of revenue in a year. The IPO range implies $916 billion to $1.021 trillion, and $900.9 billion of commitments now ...

Blackstone-managed funds can pay up to $1.5 billion of berobenatide costs through 2028 and can be paid at U.S. approval and sales milestones. Pfizer keeps contr ...

LNG tanker exits rose from 23 to 31 in October. The UAE is back at baseline, Qatar is just above 30%, and 37 vessels were hit, so plan Qatar-linked flows separa ...

Baird went neutral and Morgan Stanley dropped Nvidia as a Top Pick. Yet 59 of 64 brokers still say buy after a 25% slide, so the test is a spending stress case, ...

Double-digit semiconductor ETF gains show a sharp price reset. RMB84.067 billion in stock ETF inflows and heavy STAR 50 trading provide context, not evidence of ...

A reported $270 million commitment makes the bank stablecoin venture a more credible entrant. Whether the money is binding, and whether outside users will settl ...

Outside agents booked four Uber rides in one reported week, while DoorDash and Airbnb activity is described only qualitatively. The next useful evidence is a co ...

AMD announced general availability for SP7 processors on November 10 and reports vendor shipments. What comes next is workload qualification and agent cost per ...

Google's healthcare AI preview targets record assembly and prior authorization. The first test is whether automated preparation saves more labor than human veri ...

SpaceX's November 10 HJT equipment contract follows its partnership and funding arrangements with SINGULUS. Delivery and financial recognition are the next test ...

Fireworks reports access to customer metadata, billing information and incomplete AI artifacts. The incident widens vendor security review beyond zero data rete ...