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The anticipated public listing of SpaceX has the potential to become one of the most consequential events in modern financial markets. With valuation estimates ranging from $1.5 trillion to $1.75 trillion, the offering could rival the scale of the historic 2019 debut of Saudi …

The next phase of artificial intelligence infrastructure may not be terrestrial. NVIDIA has signaled a bold shift in thinking, with CEO Jensen Huang outlining early plans to explore data centers in space. The announcement, including references to a concept named Vera Rubin Space-1, positions …

The global semiconductor cycle is entering a new phase, shaped less by consumer electronics and more by artificial intelligence infrastructure. Within this shift, storage has emerged as a critical bottleneck. Sandisk has become one of the most prominent beneficiaries of this transition, with its …

When the United States and Israel launched Operation Epic Fury against Iran on 28 February 2026, two things happened simultaneously. Missiles began falling on Tehran. And on Wall Street, a small group of companies got significantly richer.

Three weeks into the US-Israeli war on Iran, the Strait of Hormuz has become the most consequential 21 miles of water on earth. Since joint US-Israeli strikes on February 28, which killed Iran's Supreme Leader Ali Khamenei, Iran's Islamic Revolutionary Guard Corps has effectively …

Every major oil supply shock of the past five decades has eventually resolved. The 2026 Strait of Hormuz crisis may be the first that cannot be resolved by the tools western powers have historically reached for.

Share repurchases have increasingly become a central tool in corporate capital allocation strategies across the technology sector. As companies transition from high growth phases toward more mature cash generating models, returning capital to shareholders through buybacks has emerged as a powerful mechanism for enhancing …