The United States is leading the global AI race not just in innovation but in economic payoff. Evidence is rapidly mounting that artificial intelligence is no longer a speculative investment with uncertain returns—it is delivering measurable productivity gains and reshaping the trajectory of U.S. growth. From trillion-dollar infrastructure bets by tech giants to small-scale … [Read more...] about How AI Spending Is Already Delivering Real Productivity Gains in the U.S. Economy
Silicon Blackmail: Why Trump’s TSMC–Intel Scheme May Be the Only Explanation for Semiconductor Tariffs
The recent Trumps's announcement of upcoming tariffs on semiconductor imports by President Donald Trump shocked analysts and industry leaders alike. For a president who has declared American technological supremacy a central pillar of economic policy, this move appears, at first glance, to undercut everything his administration claims to support. After all, the entire U.S. … [Read more...] about Silicon Blackmail: Why Trump’s TSMC–Intel Scheme May Be the Only Explanation for Semiconductor Tariffs
AMD Delivers Record Q2 Revenue Despite Export Headwinds, Signals Strong AI and Server Momentum Ahead
Advanced Micro Devices, Inc. (NASDAQ: AMD) has once again demonstrated its resilience and strategic depth, reporting record revenue of $7.7 billion in the second quarter of 2025, up 32% year-over-year. While the headline GAAP results include an operating loss of $134 million—largely due to an $800 million inventory write-down tied to U.S. export restrictions on its MI308 data … [Read more...] about AMD Delivers Record Q2 Revenue Despite Export Headwinds, Signals Strong AI and Server Momentum Ahead
Tariffing the Future: How Trump’s Semiconductor Crackdown Could Unravel the Stock Market
President Trump's renewed push for aggressive semiconductor tariffs is shaking the foundation of the very market sector that has powered America’s economic engine in recent years. By targeting chips—the irreplaceable brains of everything from smartphones to AI data centers—his administration isn’t just starting another trade skirmish. It’s potentially detonating the core of the … [Read more...] about Tariffing the Future: How Trump’s Semiconductor Crackdown Could Unravel the Stock Market
Broadcom Powers Distributed AI Infrastructure With Jericho4: A Strategic Advantage for AVGO Stock
Broadcom Inc. (NASDAQ: AVGO) is reinforcing its leadership position at the convergence of AI and high-performance networking with the launch and shipment of the Jericho4 ethernet fabric router — a highly specialized solution aimed at unlocking the full potential of distributed AI infrastructure. This isn't just another incremental improvement in networking gear; Jericho4 marks … [Read more...] about Broadcom Powers Distributed AI Infrastructure With Jericho4: A Strategic Advantage for AVGO Stock