Articles about Supply Chain

The Wide-Bandgap Tipping Point: How GaN and SiC Are Breaking the Energy Wall for AI and EVs

Topics Artificial Intelligence Economy

Tickers AMD INTC NVDA SSNLF TXN

Exposures Artificial Intelligence Supply Chain

January 06, 2026

The HBM3E and HBM4 Memory War: How SK Hynix and Micron are racing to supply the ‘fuel’ for trillion-parameter AI models.

Topics Artificial Intelligence Economy Electric Vehicles

Tickers IFNNY NVDA NVTS ON STM TSLA

Exposures Artificial Intelligence Electric Vehicles Supply Chain

January 06, 2026

The Packaging Revolution: How Glass Substrates and 3D Stacking Shattered the AI Hardware Bottleneck

Topics Artificial Intelligence Supply Chain

Tickers MU NVDA SSNLF TSLA TSM

Exposures Artificial Intelligence Supply Chain

January 06, 2026

Topics Artificial Intelligence Economy

Tickers AMAT AMD AMZN ASML GOOGL INTC

Exposures Artificial Intelligence Economy Supply Chain

The $2,000 Vehicle: Rivian’s RAP1 AI Chip and the Era of Custom Automotive Silicon

January 06, 2026

AMD Navigates Geopolitical Tightrope: Lisa Su Pledges Commitment to China’s Digital Economy in Landmark MIIT Meeting

Topics Artificial Intelligence Economy Electric Vehicles

Tickers AAPL ARM F GM NIO NVDA

Exposures Artificial Intelligence Electric Vehicles Supply Chain

January 06, 2026

The Silicon Curtain: How ‘Silicon Sovereignty’ and the 2026 NDAA are Redrawing the Global AI Map

Topics Artificial Intelligence Economy Supply Chain

Tickers AMD BABA BIDU LNVGY NVDA TCEHY

Exposures Artificial Intelligence Economy Supply Chain

January 06, 2026

The Great Silicon Squeeze: Why Google and Microsoft are Sacrificing Billions to Break the HBM and CoWoS Bottleneck

Topics Artificial Intelligence Economy

Tickers AMD ASML INTC META MSFT NVDA

Exposures Artificial Intelligence Supply Chain

January 06, 2026

OpenAI’s Strategic Shift to Amazon Trainium: Analyzing the $10 Billion Talks and the Move Toward Custom Silicon

Topics Artificial Intelligence Economy

Tickers AVGO GOOG GOOGL INTC MRVL MSFT

Exposures Artificial Intelligence Interest Rates Supply Chain

Rare Earth Stocks Revive After China Slams Trump's Venezuela Intervention ↗

January 06, 2026

Via Investor's Business Daily

Topics Economy Government

Exposures Political Supply Chain

January 06, 2026

Topics Artificial Intelligence Economy

Tickers AAPL AMZN AVGO GOOGL MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

Here's What to Expect From Ball Corporation's Next Earnings Report

January 06, 2026

Via Barchart.com

Topics ETFs Supply Chain

Exposures Supply Chain

NVIDIA Blackwell vs. The Rise of Custom Silicon: The Battle for AI Dominance in 2026

January 06, 2026

First Phosphate Announces Initial Payment Under Long-Term Offtake Agreement for Phosphate Concentrate

Topics Artificial Intelligence Economy

Tickers AMD AMZN GOOGL META MSFT NVDA

Exposures Artificial Intelligence Economy Supply Chain

Autozi Moves To Digitize China's Auto Parts Industry With Strategic Alliance ↗

January 06, 2026

Via Benzinga

Topics Economy

Exposures Supply Chain

January 06, 2026

Via Newsfile

Topics Economy

Tickers ASX:MIN CSE:PHOS FRSPF

Exposures Supply Chain

ZYT Launches Data-Driven Mobile Intelligence Foundation on Brand Gala 2025

January 06, 2026

Via Newsfile

Topics Supply Chain

Exposures Supply Chain

AppleMango Trading Co Raises the Bar for Authentic Designer Fragrances in Online Retail Market

January 06, 2026

Topics Economy Supply Chain

Tickers SHOP

Exposures Supply Chain

Can These 2025 Stock Market Losers Turn It Around? ↗

January 05, 2026

Via The Motley Fool

Topics Supply Chain

Tickers AMD DECK GOOG GOOGL LULU NKE

Exposures Supply Chain

3 Reasons to Avoid TECH and 1 Stock to Buy Instead

January 05, 2026

Topics Stocks Supply Chain

Tickers TECH

Exposures Supply Chain US Equities

3 Reasons to Sell SLGN and 1 Stock to Buy Instead

January 05, 2026

Topics Economy Supply Chain

Tickers SLGN

Exposures Interest Rates Supply Chain

Reflecting On Hardware & Infrastructure Stocks’ Q3 Earnings: Dell (NYSE:DELL)

January 05, 2026

Spotting Winners: Ingredion (NYSE:INGR) And Ingredients, Flavors & Fragrances Stocks In Q3

Topics Artificial Intelligence Economy

Tickers DELL IONQ

Exposures Artificial Intelligence Supply Chain

January 05, 2026

A Look Back at Maintenance and Repair Distributors Stocks’ Q3 Earnings: Fastenal (NASDAQ:FAST) Vs The Rest Of The Pack

Topics Supply Chain

Tickers DAR INGR

Exposures Ethanol Supply Chain

January 05, 2026

Winners And Losers Of Q3: Bruker (NASDAQ:BRKR) Vs The Rest Of The Research Tools & Consumables Stocks

Topics Economy

Tickers FAST VSEC

Exposures COVID-19 Supply Chain

January 05, 2026

Topics Economy

Tickers BRKR

Exposures Supply Chain

Fortune Parts attended SDHI SinoTruk 2026 Partners Conference

January 05, 2026

Stellar Scientific Pumps and Vacuums: Essential Tools for Pioneering Research and Scientific Discovery

Topics Economy

Exposures Supply Chain

January 05, 2026

Ecuadorian Rainforest Meets Demand for “Natural Satiety” Ingredients with January “Metabolic Reset” Inventory Release

Topics Supply Chain

Exposures Supply Chain

Oklo Stock Had Its Best Day In A Month: What's Behind The Surge? ↗

January 05, 2026

Via Stocktwits

Topics Artificial Intelligence Energy Government

Tickers OKLO

Exposures Artificial Intelligence Coal Electricity Generation

Entirewire Inc Strengthens Local Electrical Services and Commercial Support in Wadsworth

January 05, 2026

Via Get News

Topics Supply Chain

Exposures Supply Chain

Cap City Restoration Expands Roofing Programs For Columbus Homes And Businesses

January 05, 2026

Via Get News

Topics Supply Chain

Exposures Supply Chain

January 05, 2026