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Hidden Starship Trade: The Industrial Gas Giant Fueling SpaceX's Rockets

Hidden Starship Trade: The Industrial Gas Giant Fueling SpaceX's Rockets Ahead of the SpaceX IPO, Rothschild & Co Redburn analyst Tony Jones published a note on space propellant economics and identified an industrial-gases giant that is well positioned to dominate the market for rocket propellants and mission-critical launch gases as SpaceX's Starship launch cadence gains momentum and the broader space economy is set to double by 2035. Jones and his team reiterated their "Buy" rating on Linde and raised their 12-month price target to $560 from $550, telling clients on Wednesday...
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Feb 18, 2026 / Tyler Durden
Trump Tells Starmer 'Do Not Give Away Diego Garcia' As US May Need Island To Attack Iran
Trump Tells Starmer 'Do Not Give Away Diego Garcia' As US May Need Island To Attack Iran Update(1504ET): President Trump has come up with another key argument for why Britain must not "give away" the key Indian Ocean territory and military base in the Indian Ocean - Diego Garcia. He says it will be crucial for use in an potentially imminent attack on Iran. "Should Iran decide not to make a deal, it may be necessary for the United States to use Diego Garcia, and the Airfield located in Fairford, in...
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Jun 8, 2026 / Tyler Durden
Apple's Long-Awaited AI Siri Fails To Impress As Shares Pump Then Dump During WWDC
Apple's Long-Awaited AI Siri Fails To Impress As Shares Pump Then Dump During WWDC Summary:  Market Reaction: Buy the rumor, Sell the news   Apple Reveals Long-Awaited AI Siri  CEO Tim Cook gives his final WWDC keynote speech Goldman And UBS Preview Apple's WWDC: AI Siri Takes Center Stage Apple CEO Tim Cook opened WWDC26 with a keynote on artificial intelligence, software updates, and developer tools across the company's ecosystem. WWDC26 presentation centered on a broad rollout of Apple Intelligence features across its ecosystem, with the tech giant previewing a more conversational Siri, a dedicated Siri app,...
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Aug 3, 2026 / Tyler Durden
Here's Why the US Manufacturing Surveys Are Diverging So Dramatically...
Here's Why the US Manufacturing Surveys Are Diverging So Dramatically... Update (1015ET): As we noted below, there was a significant divergence between the two manufacturing surveys for July... which is not that unusual, and also an odd divergence between falling inflation expectations and universally rising commodity prices. Based on the responses to the ISM survey, we may have found the answer... and it's a familiar one in this bifurcated economy... Green ones from AI, semiconductor, electronics and machinery firms report strong demand from AI data centers, chips and defense. Red ones from metals,...
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