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Big Tech and the digital economy
The 8,000-tonne SCX 26, presented at Euronaval 2026, combines conventional missile systems with an electromagnetic cannon and a 100-kilowatt laser. The concept remains on paper, while the U.S. Navy ended its own railgun program in 2021 after 15 years of development.
Markets and investing
Northland cited strong results and guidance, along with momentum in server CPUs and GPUs, but maintained its Market Perform rating amid concerns about data center spending and XPU inventory.
Economy and business
Monica de Bolle argues that André Lara Resende’s plan to gradually lower Brazil’s benchmark interest rate is not a call for forced cuts, and says it also raises the need to address public debt indexation and fiscal policy.
Markets and investing
Northland raised its rating on Astera Labs from Market Perform to Outperform and set a $315 price target, citing strong quarterly results, higher guidance and momentum in the company’s Scorpio switch products.