Citadel Securities Strategist Rubner Turns Bullish on Gold
Scott Rubner spent most of 2026 urging clients to keep their distance from gold. On a Friday in early August, he reversed course. In a research note, the head of…
Nvidia to Invest Up to $3 Billion in Stargate Power Developer Lancium
Nvidia is in talks to invest up to $3 billion in Lancium, the power-infrastructure developer behind the Stargate artificial-intelligence data-center campus in Texas, according to people familiar with the matter.…
Tesla Files for $10.1 Billion Solar Cell Factory in Texas
Tesla has filed paperwork for a $10.1 billion solar-cell manufacturing campus in Fort Bend County, Texas, the largest manufacturing investment the company has ever put on paper. The application, submitted…
SpaceX Shares Jump 16% Past Lockup Test; Terafab Chip Plant Breaks Ground
SpaceX shares surged 16% on Friday, closing at $133.11 and within striking distance of the company’s $135 initial public offering price, as investors shrugged off the end of a lockup…
SanDisk Signs Eight Long-Term Memory Supply Deals
MILPITAS, Calif.—SanDisk’s chief executive has spent years listening to customers describe their demand in three-month windows, and he says the era of short planning horizons is over. Speaking on the…
Alphabet Sells $25 Billion in Bonds as AI Demand Surges
MOUNTAIN VIEW, Calif.—The order book closed at roughly $115 billion, a pile of demand so large that it ranked among the biggest of the year. Alphabet said Thursday it has…
Lumilens Raises $700 Million for Optical Interconnects
SAN JOSE, Calif.—The copper cables under the world’s data centers are running out of headroom, and a startup few people had heard of a year ago just raised a large…
Mubadala Weighs $6.3 Billion Data Center Bet in Japan
ABU DHABI—The oil-rich sheikhdom is looking north, to a prefecture in Japan known for rice paddies and sake, not servers. Mubadala, Abu Dhabi’s sovereign wealth fund, is evaluating an investment…
Tesla Starts Mass Production of Megapack 3 Storage Units
The first units were rolling off the line this week, and for Tesla’s energy division the moment was a long time coming. Megapack 3, the company’s next-generation grid-scale storage product,…
Nvidia, Ooredoo and Nokia to Build 1-Gigawatt AI Platform in Indonesia
The announcement from Ooredoo came with a number that has become the new unit of ambition in the global AI race: one gigawatt. The Qatari telecommunications group said it will…
