Intel Jumps On Report Google Placed 3 Million TPU Foundry Order

Commodity Supercycle: The Enemy Of The Bull Thesis Authored by Lance Roberts via RealInvestmentAdvice.com, The commodity supercycle thesis is everywhere right now. Bank of America’s Michael Hartnett, one of the most widely read strategists on Wall Street, recently declared “commodities the biggest trade of the next five years,” anchoring the call on deglobalization, chronic capital underinvestment, and a world drifting away from dollar dominance. As is often the case, the narrative is extremely compelling. However, it’s also internally contradictory in ways that most investors aren’t stopping to examine. After three decades of managing money,...

The US has moved a launcher into Norway capable of firing Tomahawk missiles. The deployment drew a strong rebuke from Moscow.  “A US Air Force C-17A Globemaster III delivers a US Navy Containerized Launching System (CLS) to Trondheim, Norway, Aug. 27, 2026, to participate in Operation Atlantic City 26,” a Department of War statement published […]