supply chain

Semiconductors

Sandisk Stock Nearly Triples in Record Quarter

Photo via John Marshall Mantel/ZUMAPRESS/Newscom

The massive demand for flash memory in AI chips is creating lots of good memories for Sandisk shareholders.

1 min read

Photo via Jerry Mennenga/ZUMAPRESS/Newscom

Industries

Trump Meets with Farmers as Soaring Fuel, Fertilizer Prices Strain Food Supply Chain

Midwest farmers told the Des Moines Register that they’re already being quoted fertilizer prices that are up 40% from the fall.

2 min read
Photo via imageBROKER/Jim West/Newscom

Energy

JPMorgan Warns of ‘National Security Risk’ from Aging Power Grid

The grid is already being tested by the massive demand for data centers to support the artificial intelligence boom.

2 min read
Photo by Oxana Melis via Unsplash

Consumer

Home Depot Powers Past Housing Market Struggles to Notch Earnings Win

Wall Street’s latest obsession with asset-heavy stocks are buoying the home improvement company’s fortunes on Wall Street.

1 min read

Industries

UPS Wins by Winding Down Amazon Partnership

Photo by Salvador Rios via Unsplash

Shares jumped as much as 4% through Tuesday’s trading session, before evening out near the end of the day.

2 min read

Industrials

US Seeks Rare Earths Outside China’s Control

Photo illustration by Connor Lin / The Daily Upside, Photos by Nicolae Popescu, Willard via iStock and Francis Chung/UPI/Newscom

As the US races to establish its own rare earth supply chains, a handful of companies stand to benefit enormously from government support.

5 min read

Consumer

Sensory Upload: Walmart Expands Automation of Grocery Tracking

Photo via F. Carter Smith/Polaris/Newscom

Walmart — a.k.a., the largest grocer in the United States — sells so many groceries it’s nearly impossible to keep track.

2 min read

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