Inside the murky new AI chip economy

Chip stocks are ready for a big rally, based on this ‘truly unusual’ data point

History suggests it’s highly likely that chip stocks will outperform their software rivals over the next several months.

Business - MarketWatch - October 29

Samsung Electronics' chip profit shrinks 40% from the previous quarter

The semiconductor unit reported third-quarter operating profit of 3.86 trillion won (about $2.8 billion), down 40% from the previous quarter.

Business - CNBC - October 31

Speaker Johnson does clean up on CHIPS Act repeal question

Speaker Mike Johnson (R-La.) quickly backtracked after saying at a campaign event on Friday that he would “probably” move to try to repeal the CHIPS and Science Act, marking the second time in a ...

Politics - The Hill - November 2

Harris slams Speaker Johnson’s comments about CHIPS Act

Vice President Harris took a swipe at Speaker Mike Johnson (R-La.) Friday evening, after Johnson said on the campaign trail that he would "probably" move to try to repeal the CHIPS and Science Act. ...

Politics - The Hill - November 2

Graphene-chip implant in UK trial could transform brain tumour surgery

Cancer cell detector made of material that won its inventors Nobel prize is hailed as ‘clinical milestone’. A revolutionary device designed to transform the surgical treatment of brain tumours is ...

World - The Guardian - November 3

U.S. Chip Toolmakers Move to Cut China From Supply Chains

Applied Materials and Lam Research are telling vendors to follow new restrictions, spurred by U.S. government pressure.

Tech - The Wall Street Journal - November 4

House Speaker Johnson Walks Back Talk of Repealing CHIPS Act

In an up for grabs New York congressional district getting a Micron plant through federal grants, a comment that the GOP ‘probably will’ try to repeal the program quickly gets massaged to a desire ...

Business - Inc. - November 4

Why Trump May Drop Plans to Repeal Biden’s Chips Act

The president-elect has a record of reversing policies from prior administrations, but there are many reasons he might spare Biden’s program to boost domestic semiconductor manufacturing.

Business - Inc. - November 7

House Committee Targets Chip Technology Firms for China Ties

It requested information from a handful of firms that make chip manufacturing possible about their commercial ties to China.

Business - The New York Times - 6 days ago

Here’s How China’s Chip Industry Plans to Deal With Trump’s Term

Anticipating further combative interactions over trade, the Chinese semiconductor industry is make new friends and boosting hiring.

Business - Inc. - 3 days ago

Nvidia earnings are a test for chip stocks as software has stolen the limelight

Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.

Business - MarketWatch - Yesterday

ASML shares rise as chip-equipment maker confirms 2030 outlook

ASML Holding on Thursday reiterated its 2030 targets, a move that relieved investors after a profit warning last month.

Business - MarketWatch - 13 hours ago

It’s localization, not globalization, for the health of the US economy

The U.S. is undergoing a transformative shift away from globalization and toward localization, with initiatives such as the Inflation Reduction Act and the CHIPS and Science Act prioritizing ...

Politics - The Hill - October 17

Benjamin Button’s clues for the US economy

Conditions are reverting to a time of solid, sustainable growth

World - Financial Times - October 30

Badenoch: We will have opposite approach to Labour on economy

Speaking on her first day as leader, Badenoch gave a first glimpse of her policy priorities.

The Inflation Factor: It Wasn’t Just the Economy

How inflation and economic concerns drove voter sentiment.

Business - Inc. - November 6

Trump’s self-defeating pledges on the economy

The scenarios where America does best involve curbing his campaign promises

World - Financial Times - 6 days ago

Economic impact of growing gig economy

Winner of the FT Schools/Discover Economics Young Economist of the Year award

Business - Financial Times - 4 days ago

Inside Lebanon's only burn unit

Israel's multi-front conflict against Hamas in Gaza and Hezbollah in Lebanon has a significant civilian toll. A CBS News foreign correspondent reports on Lebanon's only burn unit. Warning: some of ...

Inside the mission to protect endangered culture

Unesco’s ‘intangible cultural heritage’ list brings local traditions to the world’s attention. How well does it protect them?

Business - Financial Times - October 26

Israel launches airstrikes inside Iran

Israel has launched deadly retaliatory airstrikes on Iran. The strikes mark the first time Israel has openly attacked inside Iran. NBC News' Raf Sanchez reports on what it means for the region.

Inside Donald Trump’s plans for the world

Also in today’s newsletter, the fallout from the former president’s closing argument and Democrats chip away at Wisconsin’s WOW counties

World - Financial Times - October 29

Inside green's final push for Harris

{beacon} Energy & Environment Energy & Environment The Big Story Climate activists make final push for Harris Climate activist groups will make calls, unleash advertisements, knock on doors and ...

Politics - The Hill - October 29

Peering inside a (fiscal) black hole

Come for the snark, stay for the Soundgarden puns

World - Financial Times - November 1

Inside Heidi Klum’s Halloween Party and E.T. Costume

The model’s annual bash in New York City drew stars including Nicole Scherzinger, Charli D’Amelio and Bethenny Frankel.

Lifestyle - The New York Times - November 1

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