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

Vegas Adds A Second Shift

Plus: $50 million for Army loitering munitions, new NRO radar contracts, a 250 MW Texas battery, and $6.5 million for industrial robots.

Base: Building The Home Grid

Plus: Google's Oklahoma solar deal, 18 missile-tracking payloads, rail infrastructure capital, and a 55.6 factory PMI.

Fourteen Submarines Ahead

Plus: Paducah's $100 billion energy campus, a $1.5 billion plasma plant, Ohio's 1.06 GWh battery, and a $20 million telematics round.

Ohio Gets Furious

Plus: Electra’s $850 million Ohio plant, 200 jet-engine jobs, a record LEAP agreement, and four Tacoma cranes.

Gear Up

Plus: a reusable hypersonic milestone, a $70 million Navy cruise-missile award, three Siemens turbines reach Houston, and a packed Dealbook.

The Apache's New Wingman

Anduril and Archer unveil an autonomous tiltrotor built to fly as a wingman for the Apache. Plus JetZero's $3 billion EXIM letter, a $17 billion launch ceiling, a $1 billion West Virginia engine award, and a busy Dealbook.

Brownsville Lands Port Alpha

Plus: Foxlink opens its first U.S. AI factory in Fort Worth, Senra raises $65 million for wire-harness capacity, EPC Power opens a 275-job inverter plant, and Ursa Major wins a Navy rocket-motor contract.

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.