September 4th, 2026

Tesla and SpaceX depend on massive volumes of raw materials, including 111,000 tons of graphite and 77,000 tons of copper a year, most of it sourced from China. A new Pentagon rule takes effect January 1, restricting Chinese imports for specific American companies, with Musk's businesses at the top of the list. One small US-backed company holds exclusive rights to a newly discovered domestic deposit valued between $8 and $16 trillion…

Uber fell 40% within six months of its IPO. Meta dropped nearly 50% in three months, and Robinhood plunged 85% in five. Early backers often profit from IPOs long before public investors get their chance to buy in. With a historic wave of IPOs approaching, Michael Robinson reveals the rule most investors never hear about.

Big Tech is on pace to spend nearly $700 billion on AI infrastructure this year, and a new free report identifies five companies positioned to benefit. One firm holds $638 billion in contracted business still to be delivered. Another saw AI chip revenue surge 143 percent, while a smaller, lesser-known player is growing revenue 93 percent by solving a key problem for expanding AI clusters…