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Foundation for the AI Era: Texas Instruments Commences Volume Production at $60 Billion SM1 ‘Mega-Fab’ in Sherman, Texas

Tickers AMD BABA INTC NVDA TCEHY

Exposures Artificial Intelligence Supply Chain Tariff

January 30, 2026

The GaN Revolution: Onsemi and GlobalFoundries Set to Supercharge AI Data Centers and EVs with 200mm GaN-on-Silicon Breakthrough

Topics Artificial Intelligence Economy Supply Chain

Tickers ADI AMD F MCHP MDT NVDA

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy Electric Vehicles

Tickers GFS ON

Exposures Artificial Intelligence Economy Electric Vehicles

Amazon’s $50 Billion Gamble: The Shockwave That Could Redefine the AI Arms Race

January 30, 2026

Micron Breaks Ground on $24 Billion ‘Double-Story’ Megafab in Singapore to Combat Global NAND Crisis

Topics Artificial Intelligence Economy

Tickers AMZN GOOGL MSFT NVDA

Exposures Artificial Intelligence Supply Chain

January 30, 2026

SK Hynix Invests $13 Billion in World’s Largest HBM Packaging Plant (P&T7) to Power NVIDIA’s Rubin Era

Topics Artificial Intelligence Economy Supply Chain

Tickers AMZN MU SSNLF

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Efficiency Over Volume: Tesla Shocks Wall Street with Margin Recovery as AI Pivot Takes Center Stage

Topics Artificial Intelligence Economy Supply Chain

Tickers META MSFT MU NVDA SSNLF TSM

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Topics Artificial Intelligence Earnings Economy

Tickers AAPL F GM LCID NVDA RIVN

Exposures Artificial Intelligence Electric Vehicles Financial

Apple Defies Market Gravity with Record Holiday Earnings Amid S&P 500 Slump

January 30, 2026

Topics Artificial Intelligence Earnings Stocks

Tickers AAPL AVGO GOOGL MSFT NVDA SSNLF

Exposures Artificial Intelligence Financial Supply Chain

ASML’s $71 Billion Ambition: The High-NA EUV Revolution Powering the AI Era

January 30, 2026

NVIDIA Shatters Records with $57B Quarterly Revenue as Blackwell Ultra Demand Reaches “Off the Charts” Levels

Topics Artificial Intelligence Economy Supply Chain

Tickers ASML INTC NVDA SSNLF TSM

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AMD AMZN GOOGL INTC META MSFT

Exposures Artificial Intelligence Economy Supply Chain

Where Will Rivian Stock Be in 5 Years? ↗

January 30, 2026

Promosyonbank.com Reports Surge in International Demand for High-Tech Branding and Sustainable Promotional Products

Topics Economy

Tickers AMZN F RIVN VLKAF VWAGY VWAPY

Exposures Interest Rates Supply Chain

January 30, 2026

Via Get News

Topics Economy

Exposures Supply Chain

This Nano-cap Pharma Stock Crashed 30% Today – What Triggered The Sell-off? ↗

January 30, 2026

Via Stocktwits

Topics Artificial Intelligence Economy

Tickers SXTC VTI

Exposures Artificial Intelligence Supply Chain

Is Wall Street Bullish or Bearish on NIKE Stock?

January 30, 2026

Via Barchart.com

Topics ETFs Supply Chain World Trade

Tickers NKE

Exposures Supply Chain Tariff

The Musk Multiplier: EchoStar Shares Roiled by Rumors of a SpaceX-xAI Super-Merger

January 30, 2026

The GPU Sovereign: Nvidia Fortifies $5 Trillion Empire as AI Infrastructure Supercycle Enters New Phase

Topics Artificial Intelligence Economy Initial Public Offering

Tickers AMZN DB GOOGL SATS

Exposures Artificial Intelligence Economy Legal

January 30, 2026

Protectionism Takes Flight: Trump’s 50% Canadian Aircraft Tariff Threat Sends Shockwaves Through Global Aerospace

Topics Artificial Intelligence Economy

Tickers AMD AMZN GOOGL IBM INTC META

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Topics Economy Government Intellectual Property

Tickers BA DAL EADSY ERJ GD JBLU

Exposures Economy Intellectual Property Political

Is IonQ Stock a Buy After Its Latest Acquisition? ↗

January 30, 2026

Saks Global Files for Chapter 11; Off-Price Empire Saks OFF 5TH Slated for Near-Total Liquidation

Topics Economy

Tickers FIS IONQ SKYT

Exposures Supply Chain

January 30, 2026

The New Financial Oracle: How Algorithmic Bots Turned Prediction Markets into the World’s Fastest Data Feed

Topics Bankruptcy Economy Supply Chain

Tickers AMZN CRM M

Exposures Economy Financial Legal

January 30, 2026

Via PredictStreet

Topics Bonds Economy Regulatory Compliance

Tickers CME GS IBKR ICE JPM

Exposures Debt Markets Economy Interest Rates

The Trust Deficit: How Super Micro Computer’s Governance Crisis Reshaped the AI Infrastructure Market

January 30, 2026

Topics Artificial Intelligence Economy Fraud

Tickers DELL HPE NVDA SMCI

Exposures Artificial Intelligence Legal Regulatory

Colgate-Palmolive (CL) Q4 2025 Earnings Transcript ↗

January 30, 2026

The Security Supercycle: Global Defense Spending Hits Record $2.7 Trillion as Nations Rearm for a Volatile Decade

Topics Economy

Tickers CL

Exposures Supply Chain

Why Did CRML Stock Jump 5% Today? ↗

January 30, 2026

Via Stocktwits

Topics Economy Electric Vehicles Government

Tickers CRML CRMX IWM MEME SETM

Exposures Electric Vehicles Political Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AVAV GD LMT NOC PLTR RTX

Exposures Artificial Intelligence Economy Supply Chain

Why Apple’s iPhone Boom Isn’t Enough to Buy the Stock Yet

January 30, 2026

Via Barchart.com

Topics Economy

Tickers AAPL

Exposures Supply Chain

Is GE Vernova Stock a Buy Now? ↗

January 30, 2026

Silver’s Industrial and Safe-Haven Resurgence: 14% Surge Marks a New Era for Precious Metals

Topics Energy Supply Chain

Tickers GE GEV VGT VIS

Exposures Fossil Fuels Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy Electric Vehicles

Tickers AG CDE EXK HL PAAS WPM

Exposures Artificial Intelligence Electric Vehicles Interest Rates

High-Altitude Valuation: Can GE Aerospace Maintain Its Ascent After Q4 Earnings?

January 30, 2026

AT&T Signals Resilience in 2025 Earnings, Betting on Fiber Convergence to Stabilize 2026 Outlook

Topics Economy Supply Chain

Tickers BA DAL GE RTX UAL

Exposures Supply Chain

January 30, 2026

American Airlines Bets on a 'Premium' Future: Record Revenues Meet Strategic Cabin Overhauls

Topics Earnings Economy

Tickers CHTR CMCSA ERIC NOK T TMUS

Exposures Financial Supply Chain

January 30, 2026