22V Afternoon Shoot Around: Hyperscaler Capex, US-China Risks, and a Europe Update Dennis DeBusschere July 17, 2026 2:15 PM
US-China Risks Are Rising: Trump Speech | AI Competition Michael Hirson & Houze Song July 17, 2026 9:31 AM
Iran Standoff Continues To Go Around In Circles And The EU Stays The Course of Carbon Pricing Jacob Funk Kirkegaard July 17, 2026 9:21 AM
Explaining Sticky Yields + Investor Focus on AI Capex Signals Dennis DeBusschere July 17, 2026 8:15 AM
