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United States
1080 posts
Qualcomm was known for smartphones. ByteDance may just have changed that story
Qualcomm’s reported ByteDance AI chip deal could reshape custom silicon demand. Read why the QCOM move matters now.
Why Japan’s Mitsui is chasing LNG just as artificial intelligence strains power grids
Mitsui is chasing LNG deals as AI data centres strain power supply. Read why Japan’s energy security strategy is shifting.
Brent crude retreats as ceasefire speculation challenges the Middle East war premium
Oil prices are easing on ceasefire hopes, but Hormuz risks remain. Read why crude markets may not be out of danger yet.
India-US trade deal nears final stretch as Sergio Gor says only 1 % work remains
India and the United States are almost at a trade deal. The final 1 percent now tests tariffs, supply chains and strategic trust.
Private credit promised stability. Are BDC filings now telling a different story?
Private credit losses are deepening as BDC filings expose borrower stress. Read why shadow lending’s calm image is being tested.
Iran war leaves US facing years-long missile replenishment challenge
United States firepower won attention in Iran. The harder test is whether depleted missile stocks can be rebuilt before the next crisis.
Could Cognizant’s TriZetto Unify AI agent strategy reshape prior authorization in U.S. healthcare?
Could Cognizant’s TriZetto Unify AI strategy transform prior authorization and healthcare automation? Discover what it means for investors and providers.
Global rate cuts still outnumber hikes, but BofA warns the easing cycle is losing momentum
BofA says global rate cuts still lead hikes, but the easing cycle is fading as the Fed, ECB and BoC pivot on Iran war inflation. The clean easing trade is breaking.
PDD Holdings ($PDD) posts a double miss and unveils RMB 100bn supply chain reset as Temu margins erode
PDD Holdings missed Q1 estimates and pledged RMB 100B to supply chain and brand investment, triggering a 10% drop and a wave of analyst downgrades on Temu and Pinduoduo. Read more.
Trump administration tightens asylum fraud checks as US immigration scrutiny deepens
Trump wants tougher asylum fraud checks. The test is whether United States enforcement can catch false claims without blocking real refugees.