Capital Strategies

President Trump announces Project Vault to secure rare earth supplies and reduce U.S. reliance on China

Trump's $12B Mineral Reserve Marks New Era for US Industry

Washington launches Project Vault to break China's rare earth dominance, backed by private capital and defense manufacturers seeking supply chain independence.

Tech IconsFeb 3, 2026Critical MineralsRare EarthsStrategic Reserves

Meta Corning fiber-optic deal highlights hyperscaler shift toward owning AI data center infrastructure

Meta Commits $6 Billion to Corning for AI Data Centers

A fiber-optic supply deal reveals how Silicon Valley's largest platforms are internalizing infrastructure costs to control the computational resources powering artificial intelligence.

Tech IconsJan 27, 2026Capital ExpenditureHyperscalersInfrastructure

Masayoshi Son and President Donald Trump shaking hands while discussing SoftBank’s proposed U.S. AI industrial parks initiative.

Softbank’s $1T Industrial Parks Redraw America’s AI Supply Chain

Masayoshi Son proposes trillion-dollar AI manufacturing facilities on U.S. federal land, combining SoftBank and Japanese capital to onshore semiconductor production.

Tech IconsDec 5, 2025AI InfrastructureIndustrial PolicySemiconductors

Christine Lagarde speaking at the Frankfurt European Banking Congress during a panel on Europe fiscal expansion, digital infrastructure, and competitiveness.

Europe’s Fiscal Expansion Strengthens Investment Outlook

German fiscal stimulus and EU defense spending plans drive profit growth expectations for Eurozone equities trading at a significant discount to global markets.

Tech IconsNov 25, 2025Defense SpendingFiscal PolicyInstitutional Investors

Mark Zuckerberg speaking at Meta headquarters during discussions on adopting Google TPUs for AI infrastructure.

Meta Weighs Google TPUs as AI Infrastructure Pressures Intensify

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United States Secretary of Commerce, Howard Lutnick arrives for an EU Trade Ministers meeting in the Europa building, the EU Council headquarters as he discusses Nvidia’s H20 exports to China

Trump to Decide on Nvidia H200 Chip Sales to China

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Statue of Liberty standing over rubble with a red binary dollar symbol behind her, rendered in a digital noir style as AI and cloud reshape finance.

Global Banks Deepen Reliance on Tech as AI Reshapes Finance

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Elon Musk addresses Tesla shareholders in Austin following approval of his record $1 trillion compensation package.

Tesla’s Trillion-Dollar Bet: The Audacity Premium on Elon Musk

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Jensen Huang, chief executive officer of Nvidia Corp., during a Bloomberg Television interview at the Nvidia GTC (GPU Technology Conference) in Washington, DC, US, on Tuesday, Oct. 28, 2025. Nvidia Corp. plans to make a $1 billion equity investment in Nokia Oyj, an apparent vindication of the Finnish company's pivot from mobile networking kit into artificial intelligence by the sector's kingmaker.

Nvidia at $5 Trillion: Power Takes the Stage in Washington

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Amazon headquarters in Seattle, where the company announced a 14,000-person workforce reduction explicitly tied to artificial intelligence adoption and strategic restructuring.

Amazon's Calculated Cull: The Logic Behind 14,000 Cuts

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Quantum computer control racks with U.S. flag reflections, symbolizing Washington’s shift from research grants to direct equity stakes in quantum technology firms.

From Subsidies to Stakes: The State’s Quantum Shift

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Larry Fink, chief executive officer of BlackRock Inc

BlackRock’s $40B Data Center Deal Signals Infrastructure Shift

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Gold, silver and Bitcoin sell off on Wall Street after Kevin Warsh’s Fed nomination revives expectations of tighter monetary policy.

Markets Face Reality Check as Policy Shift Unwinds Leverage

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Energy Secretary Christopher Wright briefing reporters on plans to rebuild the Strategic Petroleum Reserve.

America’s Energy Arsenal: Rebuilding the Strategic Reserve

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Exterior view of OPEC headquarters in Vienna, Austria, where ministers convene to finalize global oil production decisions during the November 2025 meeting

OPEC+ Raises Oil Output by 137,000 Barrels for November

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