sector-analysis News
US Chip Stocks Surge on Proposed 'Made in America' Mandate
A new White House proposal could require a 1:1 ratio of domestic-to-imported chips, boosting domestic manufacturers like Intel.
Fintech Giant Checkout.com's Valuation Slashed by 70%
The move to a $12 billion valuation from a $40 billion peak signals a broader reckoning for the once high-flying fintech sector.
Home Furnishings Sector Braces for New Trump Tariffs
New 30-50% tariffs on imported furniture, cabinets, and vanities threaten to disrupt supply chains and raise consumer prices.
Heavy Truck Sector Faces New 25% Tariff Amid Market Downturn
The import duty, effective October 1, adds significant pressure to a sector already grappling with falling sales and economic headwinds.
Semiconductor Sector Rallies on 'Trillions' in AI Investment Forecast
Micron CEO's bullish outlook on AI spending fuels positive sentiment for memory chip makers and the broader technology infrastructure market.
California Hits Brakes on EV Subsidies, Citing Budget Deficit
Governor Newsom's reversal on replacing the $7,500 federal credit redirects funds to charging infrastructure, creating headwinds for automakers.
Photonics and AI Sector Set to Advance with New Partnership
Applied Materials and GlobalFoundries have announced a strategic collaboration to accelerate the development of AI-powered photonics, with a focus on augmented reality and next-generation AI hardware.
Oil & Gas Stocks Rally as Trump Escalates Anti-Renewable Rhetoric
Former President's renewed support for fossil fuels buoys energy sector, with shares of Exxon, Chevron, and Halliburton seeing significant gains.