supply chain

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

Photo via FANG DONGXU/FEATURECHINA/Newscom

Big Tech

Will Apple’s CEO Pick ‘Change Everything?’

Considering Ternus’ timing, his first time taking the stage as CEO will likely be to introduce the next generation of iPhones this fall.

2 min read
Photo via John Marshall Mantel/ZUMAPRESS/Newscom

Semiconductors

Sandisk Stock Nearly Triples in Record Quarter

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

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

Healthcare

Biotech Bill Bundled in Pentagon Spending Plan May Worsen Pharma’s Patent Cliff Dilemma

Photo via Graeme Sloan/Sipa USA/Newscom

The next few years of projected revenues in the pharma space have more holes in them than industry CEOs’ favorite golf courses.

2 min read

Photo by krblokhin via iStock

Consumer

What’s the Beef? For American Grocery Shoppers, It’s Meat Prices

US shoppers are now paying an average price of $6.60 per pound of ground beef, according to the US Bureau of Labor Statistics.

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

Industrials

US Seeks Rare Earths Outside China’s Control

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
Photo via Daniel Torok/WH / Polaris/Newscom

International Economics

Trial Truce: US, China Negotiate Yearlong Trade Détente

The United States agreed to reduce broad tariffs on Chinese imports by 10 percentage points, bringing them to 47%.

2 min read

International Economics

Behind Beijing’s Tough Trade Tactics, a Slowing Chinese Economy

Photo by Edward He via Unsplash

China’s GDP growth fell to 4.8% in the third-quarter, down from 5.2% in the second quarter and the slowest pace in a year.

2 min read

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