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💎 Semiconductor Trade

TSMC, Export Controls, Fab Economics, Strategic Materials

Southeast Asia’s foray into nuclear power is a climate win with political risks
semafor.com·2h
🌍Climate
From Teradata to lakehouse: Lessons from a real-world data platform modernization
infoworld.com·6h
📦In-process Databases
Bessent defends stake in Intel: Chips ‘strategic necessity’
thehill.com·21h
📜Semiconductor Policy
Tariffs Turn Aluminum Maker Rio Tinto Into Buyer in US Market
bloomberg.com·3h
🚢Trade
Nvidia beat on earnings and revenue for the quarter
cnbc.com·18h
🖥GPUs
What’s a ‘Secondary Tariff’ Like the One Trump Imposed on India?
bloomberg.com·23h
🛃Tariff Economics
Emerging-Market Stocks Fall for Third Day as China Shares Drop
bloomberg.com·5h
🚢Trade
AMD details how it built a product line-up with just two RDNA 4 dies — Flexible design and asymmetric harvesting enables production of multiple models without n...
tomshardware.com·3h
🖥GPUs
Dollar General hikes forecast as shoppers flock to bargains amid tariffs
qz.com·1h
🚢Trade
Xi's Secret Letter to India, Nvidia Forecasts Decelerating Growth | The Opening Trade 8/28/2025
bloomberg.com·4h
💰Money and Power
Gulf Coast ports post mixed July results: Houston, New Orleans up, Corpus Christi down
freightwaves.com·18h
🚢Trade
Tariffs Squeeze Trump-Loving Farmers as Fertilizer Prices Soar
bloomberg.com·35m
🛃Tariff Economics
Stocks Rebound Ahead of Nvidia’s Earnings
nordot.app·23h
🏦Federal Reserve
High-performance iron catalyst for fuel cells provides platinum alternative
phys.org·23h
🌍Climate
AI giant Nvidia beats earnings expectations but shares fall
techxplore.com·6h
🖥GPUs
China's Meituan Warns of Losses From Price War | The China Show 8/28/2025
bloomberg.com·9h
🚢Trade
How hard will Trump’s 50% tariff hit India, and what is Delhi doing about it?
theguardian.com·21h
📉Trade Deficit Economics
Chinese Steelmakers Show Signs of Recovery Amid Industry Shakeup
bloomberg.com·10h
📈Economic Indicators
Polen Credit Opportunities Fund Portfolio Q2 2025 Commentary
seekingalpha.com·3h
🏦Federal Reserve
Germany losing market share as global trade balance shifts to China
nordot.app·2h
📈Economic Indicators
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