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Intel Inside: How the Trump Admin’s Turnaround Ups the Chipmaker’s Value
/ Market Analysis, Policy

Intel Inside: How the Trump Admin’s Turnaround Ups the Chipmaker’s Value

Intel’s fate is increasingly tied to geopolitics as it stands beside - and against - TSMC in shaping the U.S. tech stack.

August 20, 2025
How China’s Lithium Crackdown Will Reshape Global Markets and Stocks Soon

How China’s Lithium Crackdown Will Reshape Global Markets and Stocks Soon

CATL's closure of its major lithium mine in China's "lithium capital" has sparked a global market rally.

August 11, 2025
Why Apple is Protected from Trump Admin’s Semiconductor Tariff Plans

Why Apple is Protected from Trump Admin’s Semiconductor Tariff Plans

Apple dodges Trump's 100% semiconductor tariffs through a strategic $100 billion U.S. manufacturing commitment.

August 07, 2025
Jobs Report Crashes the Party: Are Fed’s Hand Forced as Payrolls Tank?

Jobs Report Crashes the Party: Are Fed’s Hand Forced as Payrolls Tank?

July's jobs report showed the US added only 73,000 positions versus 110,000 expected, with unemployment rising to 4.2%.

August 01, 2025
Lockheed Martin’s Q2 Stumbles: Profits Down but Geopolitics Up

Lockheed Martin’s Q2 Stumbles: Profits Down but Geopolitics Up

Exposure to Lockheed Martin represents exposure to U.S. hegemony maintenance.

July 23, 2025

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