Category: Markets and Macro

President Donald Trump’s 25% tariffs on imported automobiles and parts have pushed some new-vehicle sticker prices up by as much as $4,000, even as the share of domestically produced cars sold in the United States has climbed to roughly 55%. The price increases and the domestic-content shift are two sides of the same policy coin:…

Nvidia has placed a major bet on silicon photonics and co-packaged optics, a networking approach that uses light carried through silicon photonics to move data between switches and systems more efficiently than traditional electrical signal paths and pluggable optics. The company announced Spectrum-X Photonics and Quantum-X Photonics, two new networking switch platforms built on co-packaged…

Broadcom delivered a blockbuster fiscal fourth-quarter earnings report powered by surging AI chip demand, but a warning about near-term margin pressure triggered a sharp selloff in its shares and sent tremors across the broader tech sector. The results forced Wall Street analysts to revisit their models, with Bank of America among those reassessing its outlook…

Greg Beard took charge of the U.S. Department of Energy’s Office of Energy Dominance Financing on January 29, 2026, becoming the new director of what the agency calls the largest energy lender in the world. According to the department, the office now oversees more than $289 billion in available loan authority, positioning it as a…

Anthropic CEO Dario Amodei told the New York Times that office jobs across the United States face serious disruption from artificial intelligence agents, a warning that lands as federal labor data already shows automation eating into clerical employment. His remarks, published on February 12, 2026, align with a growing body of academic research mapping exactly…

Nvidia is making an aggressive bid to reassert itself as the central processing intelligence inside personal computers, combining new Blackwell-based GeForce RTX 50 Series hardware with a software layer designed to turn every CUDA-equipped GPU into an AI engine. The strategy goes beyond faster frame rates in games. By pairing raw silicon power with standardized…

Treasury Secretary Scott Bessent has accused the Federal Reserve of running annual losses of more than $100 billion and of operating under a statutory framework that limits independent audits of key monetary policy decisions. The criticism surfaced in mid-2025 coverage and resurfaced in reporting on his Feb. 4, 2026, congressional testimony, as he clashed with…

Precious metals surged on February 20, 2026, after the Supreme Court struck down tariffs imposed under the International Emergency Economic Powers Act and President Trump responded by announcing a 15% global import surcharge under a different legal authority. Silver posted a roughly 9% gain while gold rose, as investors reacted to the tariff ruling, the…

Nobel Prize-winning economist Joseph Stiglitz has warned that President Trump’s trade policies are turning the United States into a “scary place to invest,” increasing the risk of stagflation as GDP growth has already slowed. The warning comes ahead of a new 10% import surcharge scheduled to take effect on February 24, 2026, layering fresh costs…

The Supreme Court struck down President Trump’s sweeping tariffs imposed under the International Emergency Economic Powers Act, or IEEPA, and the ruling has set off a corporate scramble for refunds on billions of dollars in collected duties. For collectors of luxury Swiss watches and other high-end imports that carried steep tariff surcharges, the decision could…