Over 90% of Nvidia’s chips are made at TSMC in Taiwan. This includes Blackwell. Much of Taiwan’s energy is powered by natural gas (about 90%). According to the Atlantic Council, “Taiwan relied on imports…
It would be about double what oil prices are today. And the damage to the global economy would be unimaginable. The Trump Administration has admitted to itself that a game plan for this price…
There are many regions worldwide where cars can be sold. However, without success in China, the EU, and the US, global automotive companies get painted into a corner. Ford’s (NYSE: F) US sales often…
What if Tesla (NASDAQ: TSLA | TSLA Price Prediction) is primarily a car company? After months of being beaten down in Europe, Tesla’s sales are making a comeback, where both competition and Elon Musk’s…
On paper, high gas prices should help EV companies. As gas moves above $5, this should happen, on paper. There are several reasons this won’t work for Tesla (NASDAQ: TSLA | TSLA Price Prediction),…
This is how the IEA put it. The world needs “Immediate actions to reduce demand.” The global energy landscape has shifted following the mid-March and April 2026 escalations, including the attacks on Iran’s South…
The announcement of a robotaxi partnership between Uber (NASDAQ: UBER | UBER Price Prediction) and Rivian (NASDAQ: RIVN) has many holes. The headline of their press release was “Uber and Rivian Partner to Deploy…
The headlines won’t stop. The most recent is that Amazon’s (NASDAQ: AMZN | AMZN Price Prediction) Jeff Bezos plans to raise $100 billion for a new AI Manufacturing Fund to buy manufacturing facilities and…
OK, Moody’s actually put the odds of a recession at 49%. The yardstick is within the next year. That is one of their highest figures in the last several years. The trigger that sent…
For years, the cost of retirement fund payments has hung around the U.S. Postal Service like an albatross. According to Brookings, “As of September 30, 2024, the US Postal Service (USPS) FERS retirement fund…
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) was allowed to sell its “second-best” H20 AI chip in China. Then it was, and then it wasn’t. Now it is. However, it may have to pay…
It is generally accepted that Microsoft’s (NASDAQ: MSFT | MSFT Price Prediction) Asus ProArt PX13 AI product has fallen behind Google’s Gemini, OpenAI’s GPT-5.4, and Anthropic’s Claude Opus 4.6. (Each makes different products for…
A recession is defined by two consecutive quarters of decline in GDP, but the current macroeconomic reality is far more complex. While early estimates suggested a deep contraction, Q1 GDP actually expanded between 1.6%…
No matter how smart the ideas may have been, or how many top managers Peloton (NASDAQ: PTON) has hired, the company has been ruined, and the events that destroyed it have finally dragged it…
Even amid the recent sell-off that dented the market, Palantir’s (NASDAQ: PLTR | PLTR Price Prediction) stock has outperformed the S&P by a remarkably large margin. Shares are up 550% in the last few…
Apple’s (NASDAQ: AAPL) stock is up 108% in the last five years. The S&P is 69% over the same period. It should surprise most people that Amazon (NASDAQ: AMZN | AMZN Price Prediction) is…
After a trivial deal between two companies about AI content, Barron’s wrote a headline that read, “Netflix Rival Strikes Deal With Google in Battle for AI Content.” The deal in question was for the…
McDonald’s (NYSE MCD | MCD Price Prediction) will offer a $3 meal, according to an exclusive report in The Wall Street Journal. In 2024, McDonald’s started its discount program with a $5 meal. McDonald’s…
One of the big questions about the future of tariffs is whether the recent Supreme Court’s decision to end the use of several executive orders to levy them means that those who paid under…
The war in Iran could be over in a week or drag on for months. Old tankers may start to make their way through the Strait of Hormuz next week. Or, they could be…
