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Apple (AAPL.O) announced the launch of the iPhone 18 Pro and iPhone 18 Pro Max.

2026-09-10

Apple (AAPL.O) announced the launch of the iPhone 18 Pro and iPhone 18 Pro Max.

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2026-09-09

Morgan Stanley estimates incremental ROIC for three GPU monetization models at roughly 31% for GPU leasing, 46% for running model APIs on owned compute, and 25% for renting third‑party compute. These figures refer to incremental returns on a 1 GW GB3

Morgan Stanley estimates incremental ROIC for three GPU monetization models at roughly 31% for GPU leasing, 46% for running model APIs on owned compute, and 25% for renting third‑party compute. These figures refer to incremental returns on a 1 GW GB300 capacity once in stable operation, not company-level returns. Returns depend on GPU utilization, pricing and per‑unit build cost. Base case assumes ~410k GPUs, 75% utilization and $8.5/hr rent. If rental rates run $7–$10/hr, GPU‑leasing ROIC would vary about 23%–39%.
2026-09-09

Mexico's Ministry of Finance budget proposal indicates that the average price of its oil export blend is projected to be $61.8 per barrel in 2027.

Mexico's Ministry of Finance budget proposal indicates that the average price of its oil export blend is projected to be $61.8 per barrel in 2027.
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