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The New Moore’s Law: How Chiplets and CoWoS are Redefining the Scaling Paradigm in the AI Era
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMZN INTC NVDA SSNLF TSM
Exposures Artificial Intelligence Supply Chain
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India’s Silicon Sovereignty: The 2026 Emergence of a Global Semiconductor Powerhouse
Via TokenRing AI
Topics Artificial Intelligence Economy Electric Vehicles
Tickers AAPL ASX:TWR CSCO MU NVDA TSEM
Exposures Artificial Intelligence Economy Electric Vehicles
China Cancels Export Tax Rebates for PV Modules and Battery Products
Via AB Newswire
Topics Economy
Exposures Supply Chain
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Japan’s 2nm Moonshot: Rapidus Secures Billion-Dollar Backing as Hokkaido Factory Hits Critical Milestones
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers ASML FJTSY IBM INTC TM TSM
Exposures Artificial Intelligence Economy Supply Chain
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The Silicon Workforce: Agentic AI Takes Control of Global Semiconductor Production
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers CDNS INTC NVDA SNPS SSNLF TSM
Exposures Artificial Intelligence Supply Chain
News headline image
Develop Travel Booking System and Mobile Apps – Grow Online Travel Business
Via AB Newswire
Topics Supply Chain
Tickers HPQ
Exposures Supply Chain
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AMD Ignites AI Market with Blockbuster Q4 Earnings, Surpassing $1.50 per Share
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMZN GOOGL HPE INTC META
Exposures Artificial Intelligence Financial Supply Chain
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High-NA EUV Infrastructure Hits High Gear: ZEISS SMT Deploys AIMS EUV 3.0 to Clear Path for 1.4nm AI Chips
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD ASML INTC NVDA SSNLF TSM
Exposures Artificial Intelligence Supply Chain
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Sweet Recovery: Hershey Shares Surge 9% as Earnings Beat and Bullish Outlook Signal a Turnaround for the Snacking Giant
Via MarketMinute
Topics Earnings Economy
Tickers HSY MDLZ NSRGY SJM
Exposures Economy Financial Interest Rates
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The New Silicon Hegemony: Broadcom’s AI Revenue Set to Eclipse Legacy Business by End of FY 2026
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AVGO GOOGL META MRVL NVDA
Exposures Artificial Intelligence Economy Supply Chain
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Intel’s AI Counter-Offensive: Chief GPU Architect Eric Demers and “ZAM” Memory Technology to Challenge NVIDIA Dominance
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD GOOGL INTC MSFT NVDA QCOM
Exposures Artificial Intelligence Supply Chain
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Stellantis Shares Plunge 24% Amidst Massive $26 Billion Strategic Reset and EV Retreat
Via MarketMinute
Topics Bonds Earnings Economy
Tickers F GM SSNLF STLA TM
Exposures Debt Markets Financial Fossil Fuels
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Qualcomm Records Historic Revenue but Stock Craters as Memory Shortages Threaten the AI Smartphone Era
Via TokenRing AI
Topics Artificial Intelligence Earnings Economy
Tickers AAPL MU NVDA QCOM SSNLF
Exposures Artificial Intelligence Financial Supply Chain
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The Continental Colossus: Union Pacific’s $85 Billion Pursuit of Norfolk Southern Rewrites the Rail Map
Via MarketMinute
Topics Economy
Tickers BRK-A BRK-B CP CSX NSC UNP
Exposures Interest Rates Supply Chain
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NVIDIA Reports Historic 2026 Skip: Gaming GPUs Sidelined in Favor of AI Data Center Dominance
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD AMZN GOOGL INTC MSFT NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
The RAMpocalypse: AI Data Centers Trigger Unprecedented 2026 ‘Memory Famine’
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AAPL AMZN DELL GOOGL HPQ META
Exposures Artificial Intelligence Economy Interest Rates
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The $200 Billion Bet: Amazon Shares Plunge 10% as AI Spending Plans Hit Fever Pitch
Via MarketMinute
Topics Artificial Intelligence Supply Chain
Tickers AMD AMZN GOOGL META MSFT NVDA
Exposures Artificial Intelligence Supply Chain
News headline image
TSMC Shatters Spending Records with $56 Billion CapEx; Japan Becomes 3nm Hub in Historic Global Pivot
Via TokenRing AI
Topics Artificial Intelligence Economy Supply Chain
Tickers AAPL AMD INTC NVDA SONY SSNLF
Exposures Artificial Intelligence Economy Supply Chain
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The $37.5 Billion Gamble: Microsoft Hits a 'Power Wall' as AI Spending Spree Rattles Wall Street
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMZN CEG GOOGL MSFT NVDA
Exposures Artificial Intelligence Electricity Generation Financial
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Global Semiconductor Sales Projected to Hit Historic $1 Trillion Milestone in 2026 Driven by AI Super-Cycle
Via TokenRing AI
Topics Artificial Intelligence Economy
Tickers AMD GOOGL INTC META MSFT NVDA
Exposures Artificial Intelligence Economy Supply Chain
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The $26.5 Billion Dollar Reason Why Jeep-Maker Stellantis's Stock is Sliding Downhill Today ↗
Via The Motley Fool
Topics Economy Supply Chain
Tickers F GM STLA
Exposures Supply Chain
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Floating Oil Seals for Construction Machinery: Rising Demand Drives Tech Upgrades and Market Expansion
Via AB Newswire
Topics Economy Supply Chain
Exposures Supply Chain
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The Security Supercycle: Why Defense Stocks are Hitting All-Time Highs in 2026
Via MarketMinute
Topics Artificial Intelligence Economy
Tickers GD LMT NOC PLTR RTX
Exposures Artificial Intelligence Economy Interest Rates
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The $4 Trillion Fortress: Apple Defies Saturation with Record Holiday Earnings and AI Supercycle
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AAPL GOOGL SSNLF TSM
Exposures Artificial Intelligence Economy Financial
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The Trillion-Dollar Question: Is Microsoft’s AI Ambition a Visionary Leap or a Cautionary Tale of Excess?
Via MarketMinute
Topics Artificial Intelligence Earnings Economy
Tickers AMD AMZN ANET AVGO BCS CEG
Exposures Artificial Intelligence Financial Supply Chain
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Why Are Arrow Electronics (ARW) Shares Soaring Today
Via StockStory
Topics Artificial Intelligence Supply Chain
Tickers ARW NVDA
Exposures Artificial Intelligence Supply Chain
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Why Is SunOpta (STKL) Stock Soaring Today
Via StockStory
Topics Artificial Intelligence Supply Chain
Tickers KO MSFT STKL
Exposures Artificial Intelligence Supply Chain
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Why Is AMD (AMD) Stock Rocketing Higher Today
Via StockStory
Topics Artificial Intelligence Supply Chain
Tickers AMD MSFT
Exposures Artificial Intelligence Supply Chain
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Why Envista (NVST) Stock Is Trading Up Today
Via StockStory
Topics Artificial Intelligence Supply Chain
Tickers NVDA NVST
Exposures Artificial Intelligence Supply Chain
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Why Amtech (ASYS) Stock Is Down Today
Via StockStory
Topics Artificial Intelligence Earnings Economy
Tickers ASYS NVDA
Exposures Artificial Intelligence Financial Supply Chain
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