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The Silicon Curtain: How ‘Silicon Sovereignty’ and the 2026 NDAA are Redrawing the Global AI Map

Tickers AMD BABA BIDU LNVGY NVDA TCEHY

Exposures Artificial Intelligence Economy Supply Chain

January 06, 2026

The Great Silicon Squeeze: Why Google and Microsoft are Sacrificing Billions to Break the HBM and CoWoS Bottleneck

Topics Artificial Intelligence Economy

Tickers AMD ASML INTC META MSFT NVDA

Exposures Artificial Intelligence Supply Chain

January 06, 2026

OpenAI’s Strategic Shift to Amazon Trainium: Analyzing the $10 Billion Talks and the Move Toward Custom Silicon

Topics Artificial Intelligence Economy

Tickers AVGO GOOG GOOGL INTC MRVL MSFT

Exposures Artificial Intelligence Interest Rates Supply Chain

Rare Earth Stocks Revive After China Slams Trump's Venezuela Intervention ↗

January 06, 2026

Via Investor's Business Daily

Topics Economy Government

Exposures Political Supply Chain

January 06, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMZN AVGO GOOGL MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

NVIDIA Blackwell vs. The Rise of Custom Silicon: The Battle for AI Dominance in 2026

January 06, 2026

Topics Artificial Intelligence Economy

Tickers AMD AMZN GOOGL META MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

Here's What Happens When You Leave Too Much Money in Your Savings Account ↗

January 06, 2026

Topics Economy

Exposures Interest Rates

2026 Could Be a Massive Year for IPOs. Here Are 3 Candidates to Watch. ↗

January 06, 2026

Janet Yellen Warns Of 'Fiscal Dominance' Risk Due To Mounting US Debt: 'Should We Be Concerned About...?' ↗

Topics Artificial Intelligence Economy Initial Public Offering

Exposures Artificial Intelligence Economy Securities Market

January 06, 2026

Via Benzinga

Topics Economy

Exposures Interest Rates

Autozi Moves To Digitize China's Auto Parts Industry With Strategic Alliance ↗

January 06, 2026

Via Benzinga

Topics Economy

Exposures Supply Chain

AUD/USD Outlook: Extends Recovery As Inflation Focus Shifts To Australia ↗

January 06, 2026

First Phosphate Announces Initial Payment Under Long-Term Offtake Agreement for Phosphate Concentrate

Topics Economy

Exposures Interest Rates

January 06, 2026

Via Newsfile

Topics Economy

Tickers ASX:MIN CSE:PHOS FRSPF

Exposures Supply Chain

Wharton's Jeremy Siegel Sees Three Policy Risks In January That Could ‘Materially’ Move Markets ↗

January 06, 2026

Via Stocktwits

Topics Artificial Intelligence Economy Government

Tickers DIA IEF QQQ SPY

Exposures Artificial Intelligence Economy Interest Rates

What You Need to Know Ahead of Mondelez International’s Earnings Release

January 06, 2026

Via Barchart.com

Topics Economy

Exposures Interest Rates

3 Warren Buffett Stocks to Buy Hand Over Fist in January 2026 ↗

January 06, 2026

Topics Economy

Tickers ALLY BRK BRK-A BRK-B CVX KHC

Exposures Economy

Stock Index Futures Muted as Rally Stalls, U.S. Economic Data Awaited

January 06, 2026

Via Barchart.com

Topics Bonds Economy Government

Tickers AMAT CMCSA CVX IBM VLO

Exposures Debt Markets Economy Interest Rates

2 Bank Stocks That Can Diversify a Tech-Heavy Portfolio ↗

January 06, 2026

Topics Artificial Intelligence Bonds Economy

Tickers BKU C

Exposures Artificial Intelligence Debt Markets Interest Rates

AUD/USD Forex Signal: Bullish Outlook Persists Amid Fed & RBA Divergence ↗

January 06, 2026

The S&P 500 Just Did Something for the 5th Time in 97 Years. Here's What History Says May Happen in 2026. ↗

Topics Economy

Exposures Interest Rates

January 06, 2026

Top Economist Warns US Economy Showing Recessionary Weakness Akin To 2009 Despite 4.3% Q3 GDP Growth ↗

Topics Economy Stocks

Exposures Interest Rates US Equities

January 06, 2026

Via Benzinga

Topics Economy

Exposures Economy

Will the Stock Market Soar Again in 2026? Wall Street Has a Clear Answer for Investors. ↗

January 06, 2026

S&P 500, Nasdaq Futures Hold Firm After Dow Hits Record High As Investors Look Past Venezuela Risk ↗

Topics Economy Government World Trade

Tickers BAC BCS C DB EVR GS

Exposures COVID-19 Economy Political

January 06, 2026

Via Stocktwits

Topics Bonds ETFs Economy

Tickers AMZN BKR COP CVX DIA IVZ

Exposures Debt Markets Interest Rates Political

Forget DRI Stock and Look at TXRH Instead ↗

January 06, 2026

Topics Economy

Tickers DRI TXRH

Exposures Interest Rates

EUR/GBP Flat Lines Near 0.8650 Ahead Of German CPI Inflation Release ↗

January 06, 2026

Topics Economy

Exposures Interest Rates

Gold Advances To One-Week Top Amid Flight To Safety, Fed Rate Cut Bets ↗

January 06, 2026