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Sep 4, 2026 / Tyler Durden
Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge
Chinese Rare-Earth Suppliers Halt US Shipments As Decoupling Fears Surge The scenario we viewed as inevitable appears to be materializing, validating our decision to intensify coverage of the US-China decoupling theme and the Western-aligned miners positioned to supply the West if Beijing further weaponizes critical material exports, as it has throughout the Trump 2.0 era. A Reuters report on Friday morning revealed that some Chinese rare-earth suppliers are refusing to ship material to US customers, citing fear of retaliation from Beijing. The report continued: A handful of Chinese suppliers have refused to ship...
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Oct 21, 2026 / Tyler Durden
1% Of Companies Account For 80% Of OpenAI And Anthropic Spending - And It Just Stalled
1% Of Companies Account For 80% Of OpenAI And Anthropic Spending - And It Just Stalled Just 1% of companies account for 80% of all business spending on OpenAI and Anthropic, according to corporate card giant Ramp, which tracks payments across more than 70,000 U.S. businesses. Ramp lead economist Ara Kharazian, who flagged the figure in early September, noted that spending on the two AI labs is more concentrated than in any other software category the firm tracks. Per capita, the biggest spenders are overwhelmingly venture-backed. According to Ramp's summer report,...
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Aug 18, 2026 / Tyler Durden
Top Admiral Visits USS Lincoln, Suggests Reports Of Dire Conditions Are Greatly Exaggerated
Top Admiral Visits USS Lincoln, Suggests Reports Of Dire Conditions Are Greatly Exaggerated The top US military commander in the Middle East has personally visited theĀ USS Lincoln carrier, which is currently patrolling the Middle East after having long been engaged in operations against Iran. US Central Command (CENTCOM) chief, Adm. Brad Cooper, directly inspected the ship amid widespread reports of low morale and extremely challenging conditions amid a record extended deployment. Screenshot via CENTCOM on X. But Cooper came away with the opposite conclusions from what the headlines and some lawmakers are saying....
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