Domestic Deployment

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Business

Coveo Powers Record Quarter on AI Demand, Eyes Government Deals

Coveo Solutions Inc. (TSE:CVO) shattered its own records in fiscal Q3 2026, fueled by historic new bookings and surging demand for its enterprise-grade AI relevance platform. The company's focus on grounding generative AI in secure, governed data resonates as clients move from experimentation to operational deployment.

Business

U.S. Bets Big on Homegrown Rare Earths, Challenging Lynas Amid Leadership Shift

Major U.S. federal investment to build a domestic rare earth supply chain emerges as a direct competitive threat to Lynas Rare Earths, coinciding with the planned retirement of its long-serving CEO Amanda Lacaze. The developments test the Australian miner's strategic position in a market defined by geopolitical tensions and supply security concerns.

Business

U.S. Bets on Rare Earths Diversity with $1.6 Billion Rival Backing, MP Materials Navigates New Policy Landscape

The U.S. government's $1.6 billion commitment to USA Rare Earth signals a strategic pivot towards fostering competition in the critical minerals sector, reducing price supports and introducing new volatility. As policy shifts, industry leader MP Materials counters with record production and expanded magnet manufacturing, highlighting the intensifying race to secure a domestic supply chain for EVs and defense.

Business

NuScale Power's SMR Bet: A Path to Wealth or a Nuclear Mirage?

NuScale Power holds a unique regulatory approval for its small modular reactor technology, positioning it at the forefront of a potential nuclear energy shift. Yet, with no commercial deployments and a canceled flagship project, investors face a high-stakes gamble between revolutionary disruption and fading promise.