Critical minerals refiner Nth Cycle merges with Kensington Capital to list on the NYSE as NTH in a $585 million SPAC deal. Why the refining chokepoint is the real story, and where the risk sits.
Mint Innovation spun its battery-recovery business into a separate company, Linca, backed by an £8.1 million UK consortium including Jaguar Land Rover and the University of Warwick. The solvent-free process targets the 85% of global black mass refining that happens in China.
Nvidia signed memoranda with six of the world's largest asset managers to mobilize over $500 billion for AI compute infrastructure, reframing GPUs from depreciating hardware into a long-lived, revenue-generating asset class. Execution risk is real: these are memoranda, not closed deals.
Nine years after founding, Antora's carbon-block 'giant toaster' is delivering 5 GWh of industrial heat at a South Dakota ethanol plant and a $550M Series C to build a second factory. Why long-duration storage now speaks in steam, not electrons.
The most valuable humanoid robot company has not shipped a thousand robots. Figure, Apptronik, 1X and Tesla each bet on a different path to scale — and the gap between valuation and delivered units is the investment risk of 2026.
The grid has spent a century assuming the Sun's tantrums are rare. That assumption is now a procurement line. DSCOVR's 15-60 minute warning window and commercial services like MagWatch3D are turning space weather intelligence into infrastructure the grid buys.
One drug in ten survives Phase 1. The rest of the base-rate curve — and how the market prices it — in five minutes.
Volta Infra announced a $10 billion six-year compute contract on August 4, backed by a $300M round at a $2.4B valuation. Bloomberg says the customer is Anthropic, which won't confirm. The 133MW Norway facility is still under construction. Compute is now an asset class financed like infrastructure.
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