supply chain

Semiconductors

Sandisk Leads Memory Chip Rally as July Selloff Fades Into History

Photo via IMAGO/CFOTO/Newscom

2 min read

Photo via Jimin Kim/ZUMAPRESS/Newscom

Artificial Intelligence

CoreWeave Signals Sunny Skies for AI Infrastructure

CoreWeave’s revenue rose 112% to $2.6 billion, and the company juiced its sales outlook for the year to as much as $13.2 billion.

1 min read
Photo via Kobe Li/ZUMAPRESS/Newscom

Big Tech

Apple’s Supply Chain Woes Threaten All-Glass iPhone

Supply chain checks reveal that Apple has likely scrapped plans for its much-rumored “all-glass iPhone,” Jefferies says.

2 min read
Photo via Kris Tripplaar/Sipa USA/Newscom

Industrials

Can a Manufacturing Rebound Turn Fluor’s Fortunes Around?

2 min read

Big Tech

Apple Edges Closer to Dethroning Nvidia After $30B Broadcom Chips Deal

Photo via Tom Williams/CQ Roll Call/Newscom

Apple shares climbed nearly 1% on the news, bringing it closer to reclaiming the throne as the biggest US company by market cap.

2 min read

Big Tech

Apple Flirts With Adding Intel, Samsung into Main Chip Supply Chain

Photo via IMAGO/CFOTO/Newscom

Apple’s supply chain and manufacturing dependencies have turned problematic in the age of tariffs and friend-shoring.

2 min read

Energy

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

Photo via imageBROKER/Jim West/Newscom

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

2 min read

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