Elon Musk’s constellation of companies is giving investors a familiar, if increasingly consequential, proposition: build the digital infrastructure, the physical infrastructure and the autonomous vehicles, and let scale do the storytelling. The latest headlines around SpaceX, Tesla Inc. (NASDAQ: TSLA) and The…
Robert Friedland, the billionaire mining entrepreneur and founder of Ivanhoe Mines (IVN.TO, IVPAF), has framed the copper challenge in language built for a boardroom, and perhaps a geological time scale. His warning: to sustain roughly 3% global economic growth, humanity may need…
NVIDIA Corp. (NASDAQ: NVDA) has spent the past several years selling the shovels for the artificial-intelligence gold rush. Its planned $12.93 billion acquisition of Hugging Face suggests it now wants a more influential place in the mine, the marketplace and perhaps the…
The latest vision circulating around Tesla, Inc. (NASDAQ: TSLA) and SpaceX (NASDAQ: SPCX) is not merely another large factory proposal. It is a bid to secure the compute supply chain for a future in which electric vehicles, humanoid robots, artificial intelligence and orbital infrastructure all compete…
The electric-vehicle revolution has not so much canceled the internal-combustion engine as promoted it to luxury status. At the mass-market end, batteries, software and lower-cost Chinese competition are reshaping the auto business; at the rarefied end, the V12 and V16 are becoming…
Audi’s Nuvolari is more than a limited-run, 1,001-PS supercar. For investors in Volkswagen AG (VOW3.DE) in Germany and (VWAGY) in the U.S. OTC market it is a conspicuous proof point that the premium brand is attempting to compress development cycles, elevate its design authority, and…
