SupplyChain

The Supreme Court Ruling That Could Tank Tariffs. Greenland's $1 Trillion Secret. The AI Chip Race Heating Up

The Supreme Court Ruling That Could Tank Tariffs. Greenland's $1 Trillion Secret. The AI Chip Race Heating Up

Why this Friday changes everything

TrumpEconomy

+9

Samsung Secures Exclusive NVIDIA Rubin Contract as HBM Shortage Deepens

Samsung Secures Exclusive NVIDIA Rubin Contract as HBM Shortage Deepens

All capacity sold out through 2026

AI

+11

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

TSMC's $42 Billion Bet: The Infrastructure Play Wall Street Missed

CoWoS packaging capacity is expanding 3.6x by 2026

TSMC

+10

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

Tariffs, Debt, and Defense ETFs Up 66%: The Trump 2.0 Playbook Nobody's Talking About

$3.3 trillion in expected tariff revenue became $2.5 trillion

SupplyChain

+10