Trump

Semiconductors

Brightening Prospects for Intel’s Foundry Drive Stock Gains

Photo via James D. DeCamp/ZUMAPRESS/Newscom

The US government took a 10% stake in Intel last year and the Trump administration has been arguably its best sales advocate.

2 min read

Photo via Doroni

Autos

Why European, Especially German, Automakers are Going on Defense, Literally

With the German car industry mired in structural disarray, the pivot to the thriving defense sector has fast become a sign of the times.

2 min read
Photo via Ruaridh Stewart/ZUMAPRESS/Newscom

Energy

The White House, Again, Says the Iran War Will Soon End as the US Stakes a Bigger Claim in Global Energy Exports

Experts, officials, and executives have warned that, even if the US and Iran patch things up, oil markets will take until 2027 to normalize.

2 min read
Photo by Erik Mclean via Unsplash

Inflation & Prices

Labor Department Reports Inflation at 4.2% in May, and Energy’s Not the Only Problem

Labor-intensive services such as gardening, home healthcare and day care and preschool were all significant drivers of inflation.

2 min read

International Economics

Pentagon Blacklists Chinese Tech Giants, Setting Up Potential Restrictions

Photo via LONG WEI/FEATURECHINA/Newscom

Headlining the list of companies that were added are e-commerce giant Alibaba, search giant Baidu, and BYD, the world’s top EV maker.

2 min read

Semiconductors

China Market Fallout Overshadows Nvidia’s Blockbuster Sales Growth

Photo via Tian Yuhao/China News Service/VCG/Newscom

In a call with analysts Wednesday, CFO Colette Kress confirmed that the company generated zero revenue from H200 sales to China.

1 min read

Private Equity

Blackstone Sets Up New Division to Capitalize on AI Boom

Photo via IMAGO/Gonzales Photo/Thomas Rasmussen/IMAGO/Gonzales Photo/Newscom

The firm is investing in the plumbing that makes AI innovations possible, such as data centers and energy and digital infrastructure.

1 min read

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