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IEA Monthly Report: Global oil demand is projected to increase by 2.4 million barrels per day in 2027, up from the previous forecast of 1.9 million barrels per day.

2026-08-12

IEA Monthly Report: Global oil demand is projected to increase by 2.4 million barrels per day in 2027, up from the previous forecast of 1.9 million barrels per day.

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2026-08-11

Cotton Capital Management believes that Amazon's latest 2026 CapEx forecast to $220 billion, Google's guidance of $195-205 billion (cotton uses the median of $200 billion), Microsoft's approximately $175 billion, and Meta's $130-145 billion (median o

Cotton Capital Management believes that Amazon's latest 2026 CapEx forecast to $220 billion, Google's guidance of $195-205 billion (cotton uses the median of $200 billion), Microsoft's approximately $175 billion, and Meta's $130-145 billion (median of approximately $138 billion), totaling approximately $733 billion. The US FY2026 defense budget has a base discretionary budget of $838.7 billion, thus representing approximately 87%. The real signal is that AI development has evolved from tech sector spending to a macro-level capital expenditure cycle: the annual investment of these four companies is already close to the defense budget of a superpower, and Alphabet and Amazon still claim that computing power is in short supply. Funding will continue to flow into GPUs/ASICs, HBMs, data centers, power grids, cooling, and building equipment, while massive depreciation and cash outlays are beginning to become new constraints on tech company profits and free cash flow.
2026-08-12

Gen. Nahdi said Iran can sustain missile and drone production even if the conflict lasts years, and will retain the ability to launch ballistic missiles until the war ends.

Gen. Nahdi said Iran can sustain missile and drone production even if the conflict lasts years, and will retain the ability to launch ballistic missiles until the war ends.
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