Insight

The US is building a rare-earth industry outside China — with government money

Money is pouring into the physical power grid — from Washington and beyond

AI's giants are taking stakes in the chipmakers they depend on

Skyworks agreed to merge with Qorvo — combining two of the biggest makers of phone radio chips

Leidos paid $2.4 billion to move deeper into power-grid engineering

Honeywell broke off its aerospace business — splitting a conglomerate into three

NVIDIA and Google both took stakes in Marvell — Google to lock in its custom chips

The Energy Department is guaranteeing $26 billion to help rebuild a utility's power grid

Amphenol borrowed $7.4 billion to buy the cables and connectors networks run on

The Pentagon bought into a rare-earth company — equity, a loan, and a 10-year price floor

Martin Marietta is spending $13.5 billion to own the materials, not the products made from them

Flex is spending $4.4 billion to become a power company — then spin it off

NVIDIA is buying into the one thing it cannot design: a factory