Most investors think the artificial intelligence boom belongs to chipmakers like NVIDIA or cloud giants such as Microsoft. But training and running AI models requires far more than chips.Read more

A small rare earth company lands a major nod from the U.S. government to help build homegrown processing for materials used in defense tech and electric motors. The plan aims to cut reliance on overseas supply chains, but key details still depend on final talks and follow-through.Read more

Northrop Grumman is riding a wave of rising defense demand, with big programs and growing overseas orders that could keep work flowing for years. But that same focus on a few huge government projects and shifting military priorities could quickly turn today’s momentum into delays, cost overruns, or lost ground to faster-moving rivals.Read more