Crop Prices Hit 3-Year High As Heat & War Stoke Supply Fears; Options Whale Places $20M Corn Bet

China Lands Reusable Rocket On Barge, But SpaceX Remains Years Ahead China successfully landed the first-stage booster of a Long March 10B rocket on a floating barge during an orbital launch test earlier Friday, marking the first major step in reusable launch technology, albeit roughly a decade behind Elon Musk's SpaceX. "This mission … signifies a historic breakthrough in China's reusable rocket technology and a solid foundation for accelerating the improvement of China's space access capabilities," the China Aerospace Science and Technology Corporation wrote in a social media post. China has...

Cerebras Plunges To Post-IPO Low On Striking Admission: The US Has A Dire Shortage Of Operating Data Centers Just over two years ago, we first penned our views on "The Next AI Trade", which looked beyond the hyperscalers and the data centers supporting the AI revolution, and instead focused on the energy and logistical needs that would be so very critical in allowing the US to dominate China in the existential race to first reach Artificial General Intelligence (which many have dubbed the next nuclear arms race due to its...

US Nuclear Renaissance Finally Starts...? TNC Plans New South Carolina Reactor The Nuclear Co. (TNC), a startup that emerged from stealth in 2024 as America’s full-stack nuclear project integrator, is preparing to propose one of the first large-scale conventional reactor builds in the United States in more than a decade.  According to Bloomberg, the company could unveil plans as soon as this week for an AP1000 reactor at one of three potential sites in South Carolina. The move comes as surging electricity demand, fueled largely by AI data centers, forces utilities...