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Middle-market suppliers face a severe financial squeeze with cash conversion cycles stretching by 30 days, driven by higher costs and slower payments from larger customers. Elevated interest rates an…
A 7.1-magnitude earthquake in Kyushu, Japan halted production at Toyota, Nissan and Mitsubishi plants, disrupting auto and semiconductor component manufacturing, risking losses of up to 20,000 vehicl…
TSMC boosts U.S. investment to $265B, reducing geopolitical risk and signaling strong AI chip demand through 2029-2030, benefiting chip designers like Nvidia and Broadcom.
Tesla secured a significant memory chip allocation from Micron, easing supply concerns amid AI-driven shortages. However, Q2 earnings showed weak profit margins despite strong revenue, leaving invest…
S&P 500 fell 0.07% as tech stocks weakened, with memory chip makers declining after Seagate's CEO warned factory expansion timelines could hinder AI demand fulfillment.
Tesla and Syrah Resources extended the deadline to June 1 to resolve a graphite supply contract default dispute, ensuring continued collaboration amid quality concerns over anode materials for EV bat…
Bitcoin fell below $67K after a strong US jobs report reduced bets on Fed rate cuts, elevating the cost of holding crypto; Kraft Heinz halted its breakup plans amid declining sales, and Taiwan seeks …
DR Congo extends a six-month ban on mining in conflict zones, increasing scrutiny on Apple over its use of minerals from these areas, while related lawsuits against Google, Tesla, and Microsoft were …
A UPS cargo plane crashed in Louisville, disrupting its air hub operations and potentially delaying deliveries for major clients, including Amazon. Injuries were reported, and the Louisville airport …
Apple's CEO Tim Cook reaffirms commitment to China amid trade tensions, emphasizing the country's vital role in Apple's supply chain and operations despite diversification efforts.
A timeline of President Trump's escalating global tariffs details multiple tariff hikes and pauses; Apple was warned it could face a 25% tariff if iPhones sold in the U.S. are made abroad, raising co…
Timeline of Trump's escalating tariffs shows he warned Apple (AAPL) could face a 25% tariff on phones made outside the U.S., raising costs, supply chain risk and investor uncertainty for Apple.
Nvidia remains the AI-chip frontrunner as booming demand for high-bandwidth memory (HBM) tightens supply; Samsung lags but could regain ground by HBM4 in 2026–27 while SK Hynix benefits near term.
Tesla's offtake with Syrah faces alleged default; cure date extended to 15 November 2025. Tesla may terminate the agreement if Vidalia AAM final qualification isn't achieved by 9 February 2026.
Chinese automakers' push to develop in-house smart-driving chips threatens future demand for suppliers like Nvidia, though high costs and long timelines limit near-term impact.
Chinese automakers are pursuing in-house smart-driving chips, raising long-term competition for Nvidia despite high development costs and near-term reliance on established suppliers.
European political turmoil and a Berlin power outage, suspected arson near Tesla's new development centre, spurred security concerns and a probe into links with a prior attack that halted Tesla produ…
NVIDIA's Q2 FY2026 10-Q shows revenue up 56% to $46.743B and net income +59%, driven by data center demand and the Blackwell architecture; company plans increased U.S. manufacturing but notes custome…