Alcoa Beat Estimates by 18%. Aluminum Supply Is Why It Matters.
A landmark acquisition just cleared a hurdle, and the stock is well below its June peak.
Day: October 16, 2026
The AI Power Trade That Has Nothing to Do With Chips
October 16, 2026 A $17.2 billion framework for up to 10GW of off-grid power points to two equipment makers, no…
A Dormant Copper Mine Reawakens
October 16, 2026 Bonus Content: Amazon Backed the VAT Plan That Could Save High Streets A note from our friends…
Chinese Labs Are Writing the Next Decade of Drug Discovery. Who Keeps the Money?
A $139 billion year of out-licensing shifts the question from who discovers drugs to who captures the economics.