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Deep & Emerging Tech·August 6, 2026·1 min read

RXO CEO on Earnings Beat, Freight Market Outlook

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RXO’s 25% revenue jump and talk of an early freight recovery tied to rising spot rates hints that logistics demand is bottoming. If your business depends on freight capacity or costs, this is the moment to lock in contracts and invest in routing/automation before pricing power fully swings back to carriers.

Deep & Emerging Tech

Here's how SpaceX imagines its massive Terafab chip factory will look

A planned $16.8B first phase for SpaceX’s Terafab chip plant underscores how AI and space are pulling semiconductors into mega-project territory usually reserved for energy and heavy industry. If you rely on advanced chips, start mapping exposure not just to vendors but to their upstream fab footprints — supply resilience is becoming a site-selection and permitting question, not just a pricing one.