sector-analysis News
Cannabis Stocks Rally on Tilray Earnings, Rescheduling Hopes
Tilray's record revenue and renewed optimism for the DEA's Schedule III review are fueling broad-based gains across the cannabis sector.
China's Retaliatory Port Fees Cast Shadow on US Shipping Sector
New levies on American vessels escalate trade tensions, raising concerns over profitability and operational costs for logistics firms.
China's New Rare Earth Controls Rattle US Tech and Defense
Expanded export licensing rules threaten to disrupt critical supply chains for semiconductors, EVs, and military hardware.
China Blacklists TechInsights, Escalating Global Chip War
Move seen as retaliation for the Canadian firm's reports on Huawei's advanced chip technology, reducing supply chain transparency.
US Automakers Scale Back EV Incentives Amid Political Headwinds
Ford and General Motors have abandoned plans to extend a key $7,500 tax credit, raising concerns over future electric vehicle demand.
Semiconductor Stocks Slump as US Curbs AI Chip Exports to China
New Senate legislation targeting Nvidia and AMD's China sales sparks concerns over the sector's growth and escalates tech tensions with Beijing.
Semiconductor Stocks Rally on AI Chip Demand, AMD-OpenAI Deal
AMD's landmark partnership with OpenAI to deploy 6 gigawatts of GPUs sends shockwaves through the semiconductor industry, boosting sector-wide confidence.
Copper Market Bullish as Supply Deficit Forecasts Emerge
Citigroup analysts upgrade major producer Freeport-McMoRan to 'Buy', forecasting copper prices could surge to $12,000 per ton by 2026.