US debt competes with record corporate bond supply, pushing up the cost of federal borrowing
The AI capital expenditure boom has created a gusher of corporate debt, forcing the Treasury Departm[……] Read More
Goldman Sachs says Iran war unlikely to trigger COVID-like supply crisis
American Petroleum Institute President and CEO Mike Sommers explains how Middle East war is imp[……] Read More
Taiwan chip dominance raises global supply chain risks
Analysts warned that dependence on Taiwan raised risks from natural disasters, power outages, water[……] Read More
Jeremy’s weekly wrap: Supply chains in crisis, crime and looming elections
Global conflict, rising crime, vehicle safety concerns and a rapidly fr[……] Read More
Jeremy’s weekly wrap: Supply chains in crisis, crime and looming elections
Global conflict, rising crime, vehicle safety concerns and a rapidly fr[……] Read More
AMD CEO to meet Samsung chairman on AI memory supply: report
Su is slated to visit South Korea on March 18 and to meet Naver CEO Choi Soo-yeon, the paper said,…
Memory shortage raises concerns for AI smartphone supply
Honor, a Chinese smartphone maker, displayed a Robot Phone with a built-in camera gimbal that attrac[……] Read More
China warns Nexperia dispute may trigger chip supply crisis
Nexperia is a Netherlands-headquartered chipmaker that supplies automotive semiconductors.#China #wa[……] Read More
Gas prices jump as Iran conflict rattles global oil supply
SlateStone Wealth Chief Market Strategist Kenny Polcari discusses Wall Street’s oil dilemma on[……] Read More
Anthropic to challenge US supply chain risk designation in court
Anthropic said the designation does not limit uses of Claude or business outside DoD contracts.#Anth[……] Read More
Asian tech stocks plunge as Middle East war hits supply chains
In Seoul, the Kospi plunged more than 12% on March 4 as Samsung Electronics fell 11.7%.#Asian #tech[……] Read More
Navigating the new normal in global supply chains
You can also listen to this podcast on iono.fm here. SIMON BROWN: I’m chatting with Dylan Gov[……] Read More