Business
How U.S. Export Controls Reshape the Global Semiconductor Supply Chain
U.S. export controls are reshaping the global tech industry, forcing a massive geographical shift in where microchips are built and threatening billions in R&D funding for domestic chipmakers.
Business
Nvidia Revenue Hits $81.6B as Wall Street Ignores China Risks for Taiwan Pivot
Nvidia posted $81.6 billion in quarterly revenue despite selling zero H20 chips to China. The company is pivoting with a $150 billion annual investment in Taiwan.
Business
Bernstein Upgrades Robinhood to $160 as 2026 Prediction Markets Break $60B
Prediction market volume has hit $60 billion year-to-date in 2026, breaking 2025 records and prompting Bernstein to upgrade Robinhood to a $160 price target.
Business
Strategy Dilutes MSTR Stock to Raise $225M Cash, Holds Bitcoin Stash
Strategy sold 2.7323 million MSTR shares to raise $225 million in cash between July 13 and July 19, padding its fiat reserves without touching its 843,775 Bitcoin stash.
Business
The Opportunity Cost Equation: How Bond Yields Dictate Non-Yielding Asset Prices
The correlation between US 2-year yields and gold is only -0.582, proving the inverse relationship breaks down entirely when inflation spikes. Here is how opportunity cost actually dictates asset prices.
Business
Stellantis Appoints New Jeep and Ram CEOs in Ongoing Leadership Overhaul
Stellantis has appointed Matt VanDyke and Branden Coté as the new CEOs of Ram and Jeep, advancing CEO Antonio Filosa's sweeping reorganization of the automaker's North American leadership.