'Mr.Gold' Warns Higher Rates Will Blow Everything Up

What JPMorgan Saw Inside Tesla's Fremont Factory As Humanoid Production Nears Retail flows across Asia remained heavily concentrated in newly listed, high-beta names, most notably Chinese robotics maker Unitree following its blockbuster Shanghai debut. The retail craze surrounding physical AI merely shows Beijing's accelerating push to dominate the humanoid market. To close out the week, we pivot across the Pacific for a peek inside the US humanoid-robotics supply chain, where Tesla's Fremont buildout provides a timely indicator of how quickly physical AI is advancing. Rajat Gupta, a JPMorgan analyst who covers Tesla,...

The Gas Station Gets Its Gas: NANO's Laser Enrichment Partner Takes Delivery Of Its First Uranium Last week NANO Nuclear bought the license to handle the back end of the fuel cycle. This week, the front end showed up in a cylinder. On Thursday morning, LIS Technologies (LIST), the privately held laser enrichment company in which NANO Nuclear (NNE) is a shareholder and strategic partner, announced that it has accepted its first shipment of uranium hexafluoride (UF6) at its Demonstration Test Loop facility in Oak Ridge, Tennessee, on the footprint of...

The Trump administration is planning to build a 5,000-person military base inside Gaza, the Guardian reported on Thursday, citing contracting records from the so-called “Board of Peace.” The report said that the base would take up more than 350 acres of land in southern Gaza and is envisioned as a future base for the international […]