Insightful Analysis on Economics, Markets & Global Affairs

Agilent's new high-volume slide scanner aims to speed up cancer diagnoses with AI-ready workflows, but the hardware comes from someone else and the revenue impact is unclear.

The AI chip startup is building a 165 MW campus in Finland with $25 billion in orders but operating losses deeper than 200%.

Micron's new 512GB memory chip uses 60% less power and handles 12TB per server, signaling how AI is rewriting the rules of data center economics.

The Texas pipeline giant behind much of America's natural gas flow had its best quarter ever, then raised its own bar for the year.

Fifth Third absorbed Comerica's 600,000 customers and 293 branches over a single holiday weekend. The integration is done. The payoff is not.

Sempra locked in Petrobras as its first South American LNG customer, but the gas won't actually flow until 2030 at the earliest.

A Spanish infrastructure giant won the right to rebuild I-24 between Nashville and Murfreesboro. Drivers will pay to use the fast lanes. Here's the tradeoff.

Corteva's crop protection business spins off October 1. Its new 50/50 deal with Belgium's Globachem won't produce a single product until the early 2030s.