Fermi, co-founded by a former secretary of energy, Rick Perry, said its first potential tenant of Project Matador has backed out of an agreement to provide $150 million in advance funding. ...

As the artificial-intelligence boom enters its fourth year, investors are keeping their eye on Big Tech's massive spending and monetization plans. According to JPMorgan, two "Magnificent Seven†stocks... ...

The Fed could have waited for delayed economic reports on inflation and employment, Chicago Federal Reserve Bank President Austan Goolsbee said. ...

Core Viewpoint - The dependence on chip imports poses a national-security threat, and implementing a "chip-for-chip" tariff could generate $230 billion in revenue while boosting U.S. semiconductor production [1] Group 1: National Security Implications - The reliance on foreign chip imports is identified as a significant national-security concern [1] - A strategic shift towards domestic semiconductor production is necessary to mitigate these risks [1] Group 2: Economic Impact - A proposed "chip-for-chip" tariff could result in a substantial revenue increase of $230 billion [1] - This tariff could serve as an incentive for enhancing U.S. semiconductor manufacturing capabilities [1]

The U.S. stock market, trading at fresh record highs despite economic challenges, may be expecting more easing from the Federal Reserve than it's going to get next year. ...

President Donald Trump wants to show he's trying to address the high cost of living, so he has rolled back tariffs on many grocery items and made pointed remarks at White House events. ...

Core Insights - The article emphasizes the importance of identifying where capital for orbital AI is being allocated first, highlighting the competitive advantage this provides in investment strategies [1] Industry Summary - The orbital AI sector is experiencing significant investment interest, with a focus on understanding the flow of capital to identify emerging opportunities [1] - Companies involved in orbital AI are likely to benefit from increased funding and technological advancements, positioning themselves for growth in a rapidly evolving market [1] Company Summary - Matthew Tuttle suggests that firms that can effectively track and analyze capital movements in the orbital AI space will have a strategic edge over competitors [1] - The article indicates that investment in orbital AI is not just about technology but also about understanding market dynamics and investor behavior [1]

CEO departure adds another wrinkle to Lululemon's attempts to return to glory days. ...

Bitcoin edged lower on Thursday, even after the Federal Reserve on Wednesday cut its policy rate by 25 basis points and signaled that it will begin injecting additional liquidity into short-term funding markets starting Friday. ...

Broadcom's stock has been on a run in recent weeks as excitement builds for custom chips — and its latest earnings report is set to add to the momentum. ...