How China’s rare earth restrictions could disrupt the U.S. defense industry and reignite a trade war
China will not allow the export of rare earth materials for use by foreign militaries under restrictions announced last week.
Oracle Cloud to deploy 50,000 AMD AI chips, signaling new Nvidia competition
Oracle Cloud Infrastructure on Tuesday announced that it will deploy 50,000 Advanced Micro Devices graphics processors starting in the second half of 2026.
What laid off federal workers need to know about their student loans
Federal workers caught in the latest round of layoffs by the Trump administration may lose certain student loan benefits.
J&J to spin off orthopedics business, raises full-year forecast
Johnson & Johnson on Tuesday said it plans to separate its orthopedics business into a standalone company named DePuy Synthes.
Trump, JPMorgan bolstering critical U.S. supply chains. These ‘national security’ stocks may benefit, Morgan Stanley says
Electric vehicle maker Tesla could benefit as the Trump administration redirects investments into core U.S. businesses, according to Morgan Stanley.
Oura reaches $11 billion valuation with new $900 million fundraise
Oura reaches $11 billion valuation with new $900 million fundraise.
GM to take $1.6 billion charge related to EV pullback
GM’s EV charges comes more than a year after crosstown rival Ford Motor announced a $1.9 billion impact from changing its EV plans.
Disney has considered a co-CEO structure to replace Bob Iger. Its history may make that a bad idea
Spotify and Comcast have recently installed co-CEO structures, but Disney’s corporate culture and history of botched successions may make that less likely.
OpenAI’s hyperscaler ambitions are being put to the test with its latest megadeals
OpenAI is building a full AI ecosystem, as Apple did for smartphones and Microsoft did for PCs.
Musk calls for federal troops in San Francisco even as Benioff softens stance
With Dreamforce about to kick off in San Francisco, Salesforce CEO Marc Benioff inserted himself into a national debate about crime in U.S. cities.