Rising bond yields hit the oil patch today, while Micron faces a strike vote, Musk sets terms for Terafab, Southwest takes trip planning into ChatGPT and farm tech chases smarter food.
Southwest flies millions of U.S. travelers, and its new ChatGPT app lets people find and shop flights just by describing the trip they want. The test is whether those chats turn into bookings with accurate fares and a smooth checkout.
Read More →Trimble's precision guidance, Ingredion's plant-based ingredients and Deere's smart sprayers all help farms and food makers produce more with less. Weather, crop prices and input costs are the near-term pressure on that longer productivity story.
Read More →Tesla and SpaceX are planning Terafab, a chip plant to secure supply for their AI work, and Musk says the two will build and run it themselves. Watch whether talks with TSMC end in a formal deal, and how big a role the chipmaker gets.
Read More →Micron makes memory chips for AI servers, and workers at a key Taiwan plant voted to authorize a strike over how bonuses are tied to profits. No walkout date is set yet, so the next round of talks decides whether production is touched.
Read More →Drillers' suppliers and landowners like Baker Hughes and Halliburton fell together as long-term Treasury yields jumped to multi-decade highs. A planned G7 release of emergency oil reserves adds a second weight, so watch where crude settles.
Read More →This newsletter is for informational and educational purposes only and does not constitute investment advice or a recommendation to buy or sell any security. Always conduct your own research and consult a licensed financial professional before making investment decisions.
