China Targeted MP Materials for a Reason
China controls roughly 90% of rare earth magnets. MP Materials could benefit as the U.S. races to build a domestic supply chain.
Space Stocks Crashed in July. Their Businesses Didn’t.
Space stocks plunged in July even as fundamentals improved. Defense, satellite internet, and orbital AI could fuel the next rebound.
The AI Memory Shortage Could Make These 4 Stocks Winners
Elon Musk says memory is limiting SpaceX’s AI buildout, spotlighting the HBM and DRAM shortage – and stocks positioned to benefit.
SpaceX Just Put a Launch Date on the Orbital AI Boom
SpaceX, Nvidia, Google, and Meta are moving space data centers from science fiction toward hardware, contracts, and launches.
SpaceX’s First Earnings Report Was Better News for Rocket Lab Than SpaceX
SpaceX’s first public earnings report strengthened the bull case for commercial space despite its $18.4 billion capex bill.
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More PodcastsThe Best Stocks to Buy on the Bounce After the ‘Leopold Low’
July's semiconductor crash was not random. Here is the forced-liquidation mechanic behind it – and why the fundamentals never blinked.
