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Topics Artificial Intelligence Economy

Tickers AAPL AMD ASUUY DELL HPQ INTC

Exposures Artificial Intelligence Supply Chain

3 Rare Earths Stocks to Buy as Trump Announces Project Vault

February 05, 2026

Topics Economy Government

Exposures Fossil Fuels Political Supply Chain

First Solar Stock Outlook: Is Wall Street Bullish or Bearish?

February 05, 2026

Topics ETFs Economy Intellectual Property

Exposures Intellectual Property Interest Rates

The Silicon Curtain: 25% Tariffs and US-China Revenue-Sharing Redefine the AI Arms Race

February 05, 2026

TSMC to Quadruple Advanced Packaging Capacity: Reaching 130,000 CoWoS Wafers Monthly by Late 2026

Topics Artificial Intelligence Economy World Trade

Tickers AMD GOOGL MSFT NVDA TSM

Exposures Artificial Intelligence Supply Chain Tariff

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AMD AMKR AMZN ASX AVGO INTC

Exposures Artificial Intelligence Economy Supply Chain

Silicon Sovereignty: US CHIPS Act Reaches Finality Amidst 2026 Administrative Re-Audits

February 05, 2026

The 85 TOPS Revolution: Qualcomm’s Snapdragon X2 Elite Redefines the AI PC Era at CES 2026

Topics Artificial Intelligence Economy World Trade

Tickers AMZN GOOGL INTC MSFT NVDA SSNLF

Exposures Artificial Intelligence Economy Supply Chain

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMD ASUUY HPQ INTC LNVGY

Exposures Artificial Intelligence Supply Chain

Samsung Stages Massive AI Comeback as HBM4 Passes NVIDIA Verification for Rubin Platform

February 05, 2026

TSMC’s $165 Billion ‘Megafab’ Vision: How the Phoenix Expansion Secures the Future of AI Silicon

Topics Artificial Intelligence Economy Supply Chain

Tickers MU NVDA SSNLF TSM

Exposures Artificial Intelligence Supply Chain

February 05, 2026

The Bespoke Silicon Revolution: Broadcom’s $50 Billion Surge Redefines the AI Hardware Landscape

Topics Artificial Intelligence Economy Supply Chain

Tickers AAPL AMD AMKR INTC NVDA SSNLF

Exposures Artificial Intelligence Economy Supply Chain

February 05, 2026

Topics Artificial Intelligence Economy Supply Chain

Tickers AAPL AMZN AVGO GOOGL META MRVL

Exposures Artificial Intelligence Supply Chain

The 2nm AI War Begins: AMD’s MI400 and the Bold Strategy to Topple NVIDIA’s Throne

February 05, 2026

NVIDIA Vera Rubin Platform Enters Full Production, Promising 10x Cost Reduction for Agentic AI

Topics Artificial Intelligence Economy

Tickers AMD META MSFT NVDA ORCL TSM

Exposures Artificial Intelligence Economy Supply Chain

February 05, 2026

Samsung Cracks the 2nm Code: 70% Yield Milestone for SF2P Challenges TSMC’s Foundry Hegemony

Topics Artificial Intelligence Economy

Tickers AMZN GOOGL MSFT NVDA TSM

Exposures Artificial Intelligence Economy

ScanSource (NASDAQ:SCSC) Misses Q4 CY2025 Revenue Estimates

February 05, 2026

Via StockStory

Topics Economy Supply Chain

Tickers SCSC

Exposures Supply Chain

Global Race for Critical Minerals Accelerates as Market Eyes $700B Opportunity by 2030

February 05, 2026

Via FinancialNewsMedia

Topics Economy Electric Vehicles

Tickers APXCF CSE:APXC CSE:NIOB CSE:TUNG MP NB

Exposures Economy Electric Vehicles

February 05, 2026

Intel Officially Launches High-Volume Manufacturing for 18A Node, Fulfilling ‘5 Nodes in 4 Years’ Promise

Topics Artificial Intelligence Economy

Tickers INTC NVDA QCOM SSNLF TSLA TSM

Exposures Artificial Intelligence Economy Supply Chain

February 05, 2026

Silicon Sovereignty: NVIDIA and TSMC Achieve High-Volume Blackwell Production on U.S. Soil

Topics Artificial Intelligence Economy

Tickers AAPL AMZN INTC MSFT SSNLF TSM

Exposures Artificial Intelligence Supply Chain

February 05, 2026

Topics Artificial Intelligence Economy

Tickers AMD AMKR GOOGL META MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

Cattle Look to Thursday Following Early Week Strength

February 05, 2026

Topics Economy

Exposures Fossil Fuels Interest Rates

Is USA Rare Earth Stock a Millionaire Maker? ↗

February 05, 2026

Topics Economy

Tickers USAR

Exposures Economy Supply Chain

MetLife Stock Outlook: Is Wall Street Bullish or Bearish?

February 05, 2026

Topics ETFs Economy Retirement

Tickers MET WFC

Exposures Interest Rates Pension

Bank of America Predicted Silver Prices Could Hit $309 in 2026. Is That Still in Play?

February 05, 2026

Topics ETFs Economy Government

Tickers BAC

Exposures Fossil Fuels Interest Rates Political

Cardinal Health (NYSE:CAH) Exceeds Q4 CY2025 Expectations

February 05, 2026

Via StockStory

Topics Economy

Tickers CAH

Exposures Supply Chain

Forget AI Stocks: This Industrial Winner Is Building AI's Backbone ↗

February 05, 2026

Before Retiring, Warren Buffett Sold These 6 Stocks and Piled Into This High-Yield Investment ↗

Topics Artificial Intelligence Economy

Tickers AMZN ETN GS MMM MSFT

Exposures Artificial Intelligence Economy

February 05, 2026

Topics Economy Retirement

Tickers AAPL BAC BRK BRK-A BRK-B DHI

Exposures Interest Rates Pension

Stocks Slip Before the Open as Tech-Led Selloff Continues, Amazon Earnings on Tap

February 05, 2026

Here's How Many iShares Bitcoin Trust ETF Shares You'll Need to Own the Equivalent of 1 Bitcoin ↗

Topics Artificial Intelligence Economy Stocks

Tickers AMD AMZN AVGO NVDA TSLA

Exposures Artificial Intelligence Interest Rates US Equities

February 05, 2026

Topics ETFs Economy

Tickers BLK COIN GBTC IBIT

Exposures Interest Rates

This Global ETF Could Help Protect You From the "Sell America" Trade ↗

February 05, 2026

Nine Years Ago, Warren Buffett Predicted This Investment Would One Day Return 4,179%: Here's How It's Doing ↗

Topics Bonds ETFs Economy

Tickers VXUS

Exposures Debt Markets Interest Rates Tariff

February 05, 2026