Business

CFTC opened a 60-day comment window on leverage rules as FinCEN withdrew wallet and mixer proposals. Bitcoin barely moved.

The binding constraint behind transformer lead times is not steel or capital — it is a 15,000-person workforce that winds copper coils by hand.

Oracle absorbing $300 million in Point Beach fuel costs is proof regulated utilities are no longer just income plays.

Every month the PJM backstop stays delayed is another month of scarcity pricing for generators already running there.

Five suppliers control 63-73% of the UQD coupling market. Here is who holds the keys.

Three sites, three schedules: Amkor in Arizona, SK hynix in Indiana, and Intel in New Mexico define the re-shoring sequence traders need to map.

Semiconductor investors spent years pricing capability delays. OpenAI introduced a different kind of delay.

EASD 2026 opens in Milan today with retatrutide’s 20.8% data, eloraTZP’s Phase 2 debut, and Novo pushing back on two fronts.

The largest independent E&P is returning 45% of cash flow.

If enterprises budget for AI but delay implementation, IBM to Infosys feel it first.