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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

Topics Economy

Tickers AAL ADNT BA DAL EADSY RTX

Exposures Supply Chain

The Greenland Rift: Geopolitical Volatility and the New Arctic Trade War

January 30, 2026

Topics Climate Change Earnings Economy

Tickers ASX:RIO BMWYY LMT MP NOC RIO

Exposures Climate Economy Financial

Boeing’s Q4 Earnings: Stabilizing the 'Deep Hole' but Core Manufacturing Losses Persist

January 30, 2026

Apple’s AI-Driven Renaissance: Unpacking the Prolific Q4 Results and the 2026 Growth Blueprint

Topics Economy Supply Chain

Tickers ALK BA LUV UAL

Exposures Boeing 737 Supply Chain

January 30, 2026

Winter’s Grip: Arctic Blast Triggers Historic Natural Gas Volatility and $40 Price Spikes

Topics Artificial Intelligence Earnings Economy

Tickers AAPL GOOGL META MSFT NVDA SSNLF

Exposures Artificial Intelligence Economy Financial

January 30, 2026

Tyson Foods Inks $48 Million Deal to Resolve Pork Price-Fixing Claims in Industry-Leading Settlement

Topics Artificial Intelligence Economy Energy

Tickers AR COP CVX DUK EQT EXC

Exposures Artificial Intelligence Coal Economy

January 30, 2026

Fortress Europe Closes the ‘Laundering’ Loophole: Market Turmoil Follows EU Ban on Russian-Derived Fuels

Topics Economy Lawsuit

Tickers DRI HRL JBSAY SEB TSN

Exposures Financial Legal Supply Chain

January 30, 2026

Topics Economy Energy Supply Chain

Tickers MPC VLO

Exposures Fossil Fuels Interest Rates Supply Chain

Supply Avalanche: Record-Shattering USDA Report Leaves Corn Markets in Turmoil

January 30, 2026

The Caracas Pivot: US Military Action Triggers Historic Rebirth of Venezuela’s Oil Giant

Topics Economy World Trade

Tickers ADM BG CF CME DE TSN

Exposures Ethanol Interest Rates Supply Chain

January 30, 2026

Topics Economy Energy Government

Tickers COP CVX HAL SLB VLO XOM

Exposures Electricity Generation Political Supply Chain

The Silver Titan: How First Majestic Silver (AG) Captured the $110 Squeeze of 2026

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AG CDE GATO TSLA WPM

Exposures Artificial Intelligence Economy Supply Chain

Chip-Gear Maker KLA Tops Estimates But Stock Falls ↗

January 30, 2026

Via Investor's Business Daily

Topics Supply Chain

Exposures Supply Chain

Knowles Corp. President and CEO Sells $1.2 Million Worth of Shares After 24% Gain ↗

January 30, 2026

Topics Derivatives Electric Vehicles Regulatory Compliance

Tickers KN

Exposures Derivatives Electric Vehicles Legal

Apple’s Silicon Fortress: Securing 2nm Hegemony and the Impending Yield Generation Gap

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AAPL QCOM SSNLF TSM

Exposures Artificial Intelligence Supply Chain

Shattering the Copper Wall: Lightmatter and GUC Forge Silicon Photonics Future in 2026

January 30, 2026

Topics Artificial Intelligence Bonds Economy

Tickers AMD AMZN AVGO GOOGL MRVL MSFT

Exposures Artificial Intelligence Debt Markets Supply Chain

Samsung Hits 70% Yield on 2nm GAA (SF2P): A Turning Point for the AI Chip Supply Chain

January 30, 2026

Silicon Sovereignty: Microsoft Taps Intel’s 18A-P Node for Next-Gen Maia 2 AI Accelerators

Topics Artificial Intelligence Economy Supply Chain

Tickers AMD INTC NVDA QCOM SSNLF TSLA

Exposures Artificial Intelligence Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMD INTC MSFT NVDA

Exposures Artificial Intelligence Supply Chain

Samsung’s HBM4 Breakthrough: NVIDIA and AMD Clearance Signals New Era in AI Memory

January 30, 2026

SK Hynix Emerges as Indisputable “AI Memory King” with 70% Share of NVIDIA’s HBM4 Orders for “Vera Rubin” Platform

Topics Artificial Intelligence Economy Supply Chain

Tickers AMD AMZN MSFT MU NVDA SSNLF

Exposures Artificial Intelligence Supply Chain

January 30, 2026

Silicon Marriage of the Century: NVIDIA Finalizes $5 Billion Strategic Investment in Intel to Reshape the AI Landscape

Topics Artificial Intelligence Economy Supply Chain

Tickers MU NVDA SSNLF TSM

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMD AMZN IBM INTC MSFT

Exposures Artificial Intelligence Supply Chain

The Angstrom Revolution: Intel Ignites the High-NA EUV Era with ASML’s EXE:5200

January 30, 2026

The $250 Billion Silicon Pivot: US and Taiwan Seal Historic Pact to Secure the Future of AI

Topics Artificial Intelligence Economy Supply Chain

Tickers ASML INTC NVDA SSNLF TSM

Exposures Artificial Intelligence Supply Chain

January 30, 2026

Intel Reclaims the Silicon Throne: 18A Node Hits High-Volume Production, Ending a Five-Year Marathon

Topics Artificial Intelligence Economy Supply Chain

Tickers AAPL AMD INTC NVDA TSM

Exposures Artificial Intelligence Economy Supply Chain

January 30, 2026

Silicon’s Next Giant Leap: TSMC Commences High-Volume 2nm Production as the Global AI Arms Race Intensifies

Topics Artificial Intelligence Economy Supply Chain

Tickers AAPL AMZN ASML INTC MSFT NVDA

Exposures Artificial Intelligence Supply Chain

January 30, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMZN INTC MSFT NVDA SSNLF

Exposures Artificial Intelligence Economy Supply Chain

Should You Forget Nvidia and Buy These 2 Millionaire-Maker AI Stocks Instead? ↗

January 30, 2026

Topics Artificial Intelligence Supply Chain

Tickers AMZN MU NVDA

Exposures Artificial Intelligence Supply Chain

American Express (NYSE:AXP) Misses Q4 CY2025 Sales Expectations

January 30, 2026

Via StockStory

Topics Artificial Intelligence Supply Chain

Tickers AXP NVDA

Exposures Artificial Intelligence Supply Chain

Is Advanced Micro Devices a Good AI Stock to Buy Right Now? ↗

January 30, 2026

I Correctly Called Broadcom's Rise Into the $1 Trillion Club in 2025. Here's What I Predict for 2026. ↗

Topics Artificial Intelligence Supply Chain

Tickers AMD

Exposures Artificial Intelligence Supply Chain

January 30, 2026