Will the reduction in positive gamma allow the semiconductor drawdown to finally spill over into the broader market?

How hedge fund heaven ran into a brick wall.

Constellation covered existing power, restarts, and uprates. Now they're looking at greenfield projects... 

The promulgation of such myths is a central feature of Marxism...

"From cost efficiency (DeepSeek), rise in model intelligence (GLM) to new frontier/pricing power at Kimi K3" - Goldman

"A near-term escalation in the Mideast now appears to be the key left tail ..." 

Welcome to the semiconductor monoculture.

All because the maze of political and regulatory authorities won’t do the obvious thing and make it easy for new power plants to be built...

The Iranian Foreign Ministry spokesperson said negotiations with the US could be pursued based on national interests and will not abandon talks with the US.

Microreactors see real progress, while grid-scale is still in the talking phase...

Gold faces a critical moment. Here is the latest data on support levels, positioning, inflation, debt and central-bank purchases.

The government is taxing them out...

"With speed up to 80 km/h and weighing 7 kg with warhead is a light weight attritable..." 

High river temperatures have forced France to cut nuclear power generation, reducing electricity output as reactors face cooling constraints... with low river levels restricting barge traffic on the Rhine and driving up shipping costs...

Li Mingtao, the chief scientist overseeing the project, said there are currently no known asteroids expected to strike Earth. Even so, he cautioned that many medium-sized objects capable of causing widespread regional destruction have yet to be discovered.

Iran said it has suspended the implementation of the MoU, suggesting that the US had “violated” commitments within the framework; Brent +2.4%.

Burnham has claimed that nationalisation – taking Britain back to the pre-Thatcher 1970s – will cure the country’s ills. He’s in for a very nasty shock...

Rapid public advances in humanoid robotics have fueled persistent (but unverified) online legends of a secret exhibition displaying eerily lifelike female androids or synthetic beings in containment chambers, highlighting how technology often emerges in classified forms years before society notices...