The intelligence briefing for U.S. Capex decision makers.

Rare Earths Return to Marion

Plus: Bosch starts silicon-carbide production in California, Echodyne scales to 30,000 radars a year, the Gordie Howe bridge gets an opening date, and Helsing raises $1.8 billion.

Welcome to Ohio's #1 Era

16 years ago, CNBC ranked Ohio 34th for business. Today, it's #1 in America.

America's Chip Buildout Is 157,000 Workers Short

Plus: Fincantieri buys deeper into subsea services, Union Pacific and Norfolk Southern inch an $85 billion merger forward, July imports set a record before the tariff clock runs out, and Standard Nuclear files to go public.

Built Here, Owned There

Plus: Lockheed buys into the undersea fight, a former bitcoin miner leases 400 megawatts to Anthropic, SK Hynix lists in New York, and a June jobs print that landed at half the forecast.

Radar Gets A Factory Calendar

Plus: a $500 million counter-drone ceiling, Alcoa's $5.6 billion aluminum play, Micron locks in GM, and the world's highest-grade uranium mine goes quiet.

Rewiring the Northeast

Avangrid Deputy CEO Kim Harriman joins the Standard & Works Show

America's One Memory Maker

Plus: Raytheon's $1.1 billion Sidewinder reload, South Carolina idles its newest $1.2 billion port terminal, Safran buys its way into sea drones, and a $2.6 billion desert solar farm reaches financing.

Seven Year Missile Run

Plus: Agility's public-market robotics bet, Slate's Indiana factory, IACMI's workforce expansion, and project-cargo logistics for oversized industrial loads.

Hot Reactor Summer

Plus: Rocket Lab turns around a Space Force launch, MDA buys Blue Canyon for $620M, Port of Virginia goes deep, UPS expands pharma cold chain, and Groq raises $650M.

The University Becomes Defense Infrastructure

Research universities move to anchor the new defense industrial base

Washington Trades Grants for Equity

Plus: a $9.7B copper mine clears Argentina, BNSF's $4B desert rail hub, the Air Force's first combat drones, and J&J's $1B lens plant.

Eaton Trades Car Parts for the Power Grid

Plus: Google reportedly hands Intel a 3-million-chip order, Lockheed lands $2.3B to keep the F-35 flying, a $3.5B solar-and-battery project gets funded in Arkansas, and Einride's robot trucks head for the public market.