South Korea reactivates its tungsten deposits to reduce a dependence on China exceeding 65%. A discreet but structural signal in the global recomposition of critical supply chains—the metal of hard tools and munitions enters the geopolitical battle.
21 h ago 5 8
The safe-haven metal ended June down 3.5% for the week, falling back below the symbolic $4,000 threshold. This is not a capitulation—it's the return to favor of positive real rates.
Jun 26, 2026 at 23:04 12 11
A Seeking Alpha analyst argues that the market has yet to price in Meta's CAPEX trajectory: +100% YoY over the next three quarters. Between data centers, Llama, and Advantage+, Meta's AI investment shows no signs of slowing-and margins are absorbing it better than expected. Breakdown.
Jun 24, 2026 at 10:00 11 8
Seeking Alpha analyzes the thesis: 100% YoY CAPEX growth over three consecutive quarters for Meta is justified - and what it implies for margins and valuation.
Jun 23, 2026 at 21:45 6 5
The American uranium specialist expands its presence in rare earths by acquiring a German permanent magnet manufacturer - strategic positioning in the value chain of EV motors, wind turbines, and defense equipment.
Jun 23, 2026 at 21:44 9 5
DeepSeek announces V4 for mid-July with peak-hour differentiated pricing - a business model revealing intensifying GPU capacity constraints.
Jul 1, 2026 at 09:39 9 8
Deflation in AI computing shows no signs of stopping: DeepSeek announces V4 for mid-July with a peak-time pricing grid—a structural signal for specialized cloud margins.
Jun 30, 2026 at 10:07 10 11
For the first time, AI is driving a $200 billion M&A wave in the U.S. electric sector in 2026. Big Tech no longer trusts the public grid to power their data centers—they are buying capacity directly. A structural shift with massive implications for energy and compute markets.
Jun 29, 2026 at 09:04 12 9
Halfway through 2026, markets are taking a brutal inventory. June's tech sell-off, the resurgence of PCE at +4.0%, and the Fed/ECB monetary divergence at ~250 bps are reshaping the next six months.
Jun 27, 2026 at 16:45 14 14
The pullback in technology markets since mid-June 2026 is no accident: it is the result of two structural forces that reinforce each other and are reshaping the sectoral geography of portfolios.
Jun 26, 2026 at 15:55 14 11
Goldman Sachs raises its target on Foxconn Industrial Internet as ASE Technology expands its capabilities. In the data center supply chain, assemblers and packaging foundries are gaining ground.
Jun 24, 2026 at 18:04 11 9
![# AI & Energy: $200B in M&A in the U.S. Electric Sector - Hyperscalers Secure Their Power Supply [ENCADRE titre="Key Takeaways"] [ENCADRE contenu=" - **$200 billion** in mergers and acquisitions in the U.S. electric sector driven by AI energy demands. - **Hyperscalers** (Google, Amazon, Microsoft, Meta) invest heavily to secure their power supply. - Renewable energy and grid modernization become critical priorities. "] [/ENCADRE]](https://cdn.keelcrux.com/media/images/a1dc97f3e83c41df72e54e4d1d7a57a4.jpg)
