Investing

This stock offers a window into the broader defense build-out and the opportunities I explore in my latest briefing Listen

The Pentagon’s latest push shows what happens when artificial intelligence becomes something governments cannot afford to lose Listen to the

Faster delivery is only the first step toward a world filled with intelligent machines that still need power, parts, and

Why faster vulnerability discovery could make cybersecurity spending much more urgent Listen to the audio version of this article (generated

Two governments just showed why controlling access to space is becoming a national-security priority – and a new source of

Four capex reports, one election, and a date my colleague Eric Fry has circled in red Listen to the audio

A grid delay stretching into the 2030s shows why electricity is becoming the scarce resource in the AI buildout Listen

The data center backlash is real, but it’s not the first one investors have faced Listen to the audio version

A trader spotted trouble in CoreWeave and Oracle months ago. His method could help you spot the next opportunity. Listen

Wall Street is turning chips and long-term compute contracts into financeable assets that could keep the AI buildout expanding Listen