Briefing

The economic relationship between the United States and Israel has long been one of deep integration, shaped by shared technological ambitions, strong political alignment, and decades of trade and investment flows. Yet beneath the surface of this strategic partnership lies a trade balance that continues to tilt toward Israel. For much of the past decade, the United States has … [Read more...] about The U.S.–Israel Trade Balance: Deficits, Shifts, and Strategic Realignment

Marvell Technology’s second-quarter earnings had all the makings of a strong report on paper—record revenue of $2.01 billion, up 58% year over year, and adjusted earnings per share of $0.67 that landed squarely in line with analyst forecasts. In most contexts, those numbers would have been enough to spark enthusiasm. Instead, Marvell’s shares tumbled as much as 11% in … [Read more...] about Marvell’s Post-Earnings Slide: When Expectations Outrun Delivery

Nvidia’s latest earnings did little to silence market jitters, but CEO Jensen Huang’s vision stretches far beyond a single quarter. His forecast that AI infrastructure spending could reach US$3 to $4 trillion by 2030 reframes the conversation from near-term guidance misses to a generational opportunity. Investors who fret over quarterly deceleration risk missing the larger … [Read more...] about AI’s Investment Super-Cycle Is Only Beginning

Nvidia’s latest quarterly report arrived with all the spectacle that markets have come to expect from the company powering much of today’s artificial intelligence revolution. The chipmaker delivered record revenue of nearly $47 billion, a staggering 56% increase year-on-year, along with adjusted earnings per share that easily cleared Wall Street forecasts. A $60 billion buyback … [Read more...] about Nvidia Earnings: Investor Jitters but AI Growth Story Remains Intact