Briefing

In the coming days, markets are likely to witness the end of yet another chaotic detour on the semiconductor highway—this time paved by President Donald Trump’s threat to impose tariffs on Taiwanese chip imports. The move, widely viewed as self-defeating and economically incoherent, has temporarily weighed down chip stocks, stoking investor anxiety and uncertainty around … [Read more...] about Semiconductor Shares Set for a Vengeful Rebound as Trump’s Tariff Bluster Nears Its Expiration Date

Trump’s signature style of economic diplomacy in his second term has been aggressive, performative, and relentlessly transactional—yet ultimately hollow. He brandishes tariffs like a bludgeon, issues ultimatums that draw headlines, and then declares victory as trading partners scramble to offer up what appear to be grand concessions. But beneath the spectacle lies a recurring … [Read more...] about Trump’s Phantom Victories: Tariff Diplomacy Built on Vanishing Deals

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

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

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