Nvidia: The anatomy of a once-in-a-generation company
This report analyzes Nvidia's competitive advantages and financial engine to evaluate the core drivers of this once in a generation company.
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Fresh coverage on the economy, markets, and the forces moving money.
TSMC Boosts U.S. Chip Factory Investment Amid Strong AI Demand
TSMC increases capital spending nearly 40% to fast-track U.S. chip plants backed by new trade deal benefits.
2 min read
US-Taiwan Deal Targets Semiconductor Supply Chain Security
The US aims to relocate 40% of Taiwanese chip production to America to enhance supply chain resilience amid China tensions.
1 min read
Taiwan Secures US Trade Deal Amid Beijing's Strong Opposition
Taiwan wins reduced tariffs with the US, sparking Beijing's criticism and raising concerns at home.
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Taiwan Pledges $250 Billion for US Semiconductor Expansion
Taiwanese chipmakers will invest $250 billion to boost US semiconductor production capacity under a new trade deal.
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China’s Record $1.19T Surplus Signals Trade Rerouting
Exports shifted toward the EU and ASEAN as US shipments fell, raising 2026 trade-policy risks.
2 min read
Mortgage Rates Hit 6.06%, Sparking Refi and Purchase Demand
Freddie Mac’s lowest rate since 2022 boosted applications, but low-rate owners and sticky prices constrain supply.
2 min read