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Fireworks Hits a $17.5 Billion Valuation – More Than Quadrupling in Nine Months on 40 Trillion Daily Tokens
Brazil’s Instant Coffee Wins a US Tariff Exemption – Protecting $2.5 Billion After a 30% Export Collapse
Short Sellers Are Up $8.7 Billion on SpaceX – and They Haven’t Stopped Adding to the Bet
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A Month After SpaceX’s IPO, Tesla Hasn’t Cracked – the Merger Speculation Is Doing More Work Than Either Company’s Fundamentals
Strategic Insights
Deere Settles With the FTC Over Right-to-Repair – a Ten-Year Commitment That Followed a $99 Million Private Payout
Strategic Insights
Cloudflare Teams Up With OpenAI on Search Indexing – a Deal That Monetizes Data Cloudflare Was Already Sitting On
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A Judge Approved Musk’s SEC Settlement Despite ‘Red Flags’ – and Said That’s Not Her Call to Fix
Strategic Insights
Oil Jumps as the US Hits 90 Iranian Targets – and Hormuz Traffic Is Already Pulling Back
Strategic Insights
Gold Slips Even as a Second Day of US Strikes on Iran Should Be Bullish – the Fed Minutes Explain Why
Strategic Insights
Big Tech Crashes Calgary’s Oil Party – Alberta’s C$100 Billion Data Center Pitch Is Working
Strategic Insights
Airbus Trims Its 20-Year Demand Forecast by 1% – a Small Number With a Specific Geopolitical Cause
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