Europe, the United States and China link savings, investment and consumption in a network that can generate prosperity — but can also build up fragilities. The outcome depends on how…
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Micron earnings for fiscal Q4 2026: revenue up 379%, an 87% adjusted gross margin and strong cash flow.
Why I own Howmet Aerospace: turbine blades, gas turbines for data centres, GE’s CPP deal and what I’m watching.
AI investment keeps growing, but the next phase will be decided by the ability to turn capex into revenue, cash flow and return on capital.
