After settling with 12 states, Paramount must release at least 30 films annually and spend $300M more on US production - a mandate that reshapes studio economics.

Capital Economics sees a late-stage bubble pop, with a 21% drawdown and a new era of tight money that will squeeze AI funding and corporate borrowing.

A quiet two-month freeze on new energy-storage battery capacity is rewiring the economics of a boom market - here's the early read for operators and investors.