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What the collapse of Situational Awareness tells us about leverage, conviction, and the difference between being right and surviving long enough to prove it.

JP Morgan estimates AI giants will take on an extra $200bn in debt before the end of this year.

The 2025 withdrawal of major federal tax subsidies has fundamentally shifted the U.S. energy economy, moving the competitive focus from raw generation costs to transmission and storage infrastructure.

Data centers need more than power and chips. They need someone willing to insure them.

Spending is set as a share of a portfolio the state does not choose. The cushion below it is now thinner than the fund's own expected annual swing

Why can the price of a generic drug suddenly skyrocket if multiple companies make the same medicine?

Siemens Energy's grid orders grew 26% over nine months and group capital spending grew 8%. Margins rose two points in the meantime

Meta cut down 8,000 jobs the same week it raised AI spending to $145 billion.

How China's innovative excellence and dominance in exports and AI overshadows internal economic struggles.

France and Italy borrow at nearly the same spread over Germany. Italy earned this over years. France reached it in a month

How much control should hospitals have over how medical insurance plans are designed?

The 150-day emergency surcharge ends July 24, but its price effects have not fully landed.