sector-analysis News
Telecom Giants Face New Threat as SpaceX Buys EchoStar Spectrum
Elon Musk's $17B deal for wireless spectrum aims to eliminate 'mobile dead zones,' intensifying competition for AT&T, Verizon, and T-Mobile.
FDA to Fast-Track Nicotine Pouch Reviews for Tobacco Giants
A new pilot program, reportedly driven by industry and political pressure, aims to slash review times from years to months.
US Tightens China Tech Curbs by Revoking TSMC Export Waiver
The move targets TSMC's Nanjing plant, escalating the U.S. strategy to limit China's access to advanced semiconductor technology.
Nvidia Warns 'America First' GPU Bill Threatens Global Competition
The proposed GAIN AI Act would force chipmakers to prioritize domestic orders, a move Nvidia calls a 'self-defeating policy' based on a non-existent problem.
Semiconductor Stocks Slump on Tariff Fears, Rising Bond Yields
Chipmakers like NVIDIA face headwinds as weak manufacturing data and pressure from the bond market weigh on the tech-heavy sector.
Bitcoin Miners Pivot to AI, Fueling Record Market Valuations
As traditional mining profitability wanes, companies are leveraging their energy infrastructure for high-performance computing, attracting a new wave of investor interest.
Uber and Best Buy Launch Same-Day Electronics Delivery
Partnership leverages Uber Eats for last-mile delivery from 800+ stores, escalating competition in the on-demand retail sector.
China EV Market Diverges: XPeng Deliveries Surge, BYD Profits Fall
A fierce domestic price war squeezes margins for industry leader BYD, even as rivals like XPeng post record-breaking sales volumes, signaling a sector shake-up.