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Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges
Beyond Chips: U.S. And China Enter Robotaxi Race As Physical AI Emerges
Last week, Goldman analysts led by Mark Delaney laid out a detailed roadmap for clients on how autonomous vehicles could reshape America's highways through the 2030s, with a particular focus on "the impact of AI on profit pools."
In a separate report, Goldman analysts led by Allen Chang covered the rapid expansion of China's robotaxi fleet, highlighting how both superpowers now appear to be locked in a race to automate roads and highways.
"We expect a strong ramp up of...
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Mar 26, 2026 / Tyler Durden
Microsoft Freezes Hiring In Cloud And Sales As Stock Suffers Worst Start To Year On Record
Microsoft Freezes Hiring In Cloud And Sales As Stock Suffers Worst Start To Year On Record
Microsoft shares were trading lower Thursday afternoon, leaving the stock deeper in bear-market territory and down about 24% on the year. Seasonal data suggests it is the worst start to a year for Microsoft on record.
A new report from The Information says Microsoft executives have instructed managers across major divisions, including Azure cloud and North American sales, to freeze hiring as part of a broader effort to reduce costs and boost margins ahead of...
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May 24, 2026 / Tyler Durden
US Approves "Homing All The Way Killer" Missile Support Sale To Ukraine
US Approves "Homing All The Way Killer" Missile Support Sale To Ukraine
The US State Department has officially cleared a $108.1 million hardware and sustainment package to keep Ukraine's frontline air defenses online, after there's not been much in the way of big dollar headlines concerning Washington's longtime military support to Kiev of late.
The cash injection targets the maintenance and optimization of the US-designed HAWK system - which is short for the "Homing All the Way Killer" surface-to-air missile system.
Bild/Getty Images
Depending on the exact missile variant deployed, the platform handles tactical...
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May 11, 2026 / Tyler Durden
ASP Isotopes Subsidiary Signs MOU With European Nuclear Technology Company For Fuel Supply
ASP Isotopes Subsidiary Signs MOU With European Nuclear Technology Company For Fuel Supply
ASP Isotopes said its subsidiary Quantum Leap Energy LLC has signed a non-binding memorandum of understanding with an unnamed European nuclear technology company to explore a potential long-term partnership to supply fuel for advanced nuclear reactors, according to a company press release Monday morning.
The agreement focuses on high-assay low-enriched uranium (HALEU), a type of nuclear fuel enriched to more than 10% uranium-235 that is expected to play a key role in powering next-generation reactors. Under the proposed arrangement,...
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