Sunday, February 8, 2026 at 5:00 PM
The century-old former silk spinner pioneered a cloth-like material made from glass fibers.
Now a shortage is looming over the artificial-intelligence boom.
Wealth-manager stocks tumbled as weak retail sales weighed on indexes.
Plus, a glassmaker becomes a tech superstar, comparing 2026 capex to the moon landing and the areas where AI is tearing through corporate America.
Depreciation expenses are about to soar, making a lack of transparency a growing problem.
Investors have punished big-spending tech giants and software companies while betting on memory chips.
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