Briefing

For decades, Intel stood as the undisputed giant of microprocessors, its “Intel Inside” label etched into the memory of every consumer who owned a PC. But today, the company is a shadow of its former self, bleeding cash in its bid to reclaim semiconductor leadership, relying on government handouts to stay afloat, and struggling to win customers for its next-generation process … [Read more...] about Why Letting Intel Die May Be the Best Outcome for Technology and Markets

When Donald Trump greenlit the sale of downgraded U.S. AI chips to China in exchange for a 15 percent revenue share, it was pitched domestically as a shrewd, transactional win — America would cash in while keeping its most advanced technology under lock and key. But across the Pacific, the reaction was sharper, more political, and rooted in a sense of national dignity. In … [Read more...] about The 15% Humiliation Tax: Why Trump’s AI Chip Deal Struck a Nerve in Beijing

The online discovery economy, once dominated by SEO, premium domains, and website clickthrough optimization, is entering terminal decline. For over two decades, the formula was simple: rank high on Google, own memorable digital real estate, attract traffic, monetize through ads, leads, or conversions. It was a competitive landscape defined by keyword density, backlink networks, … [Read more...] about AI’s Quiet Coup: Why the Old Web Economy Is Collapsing

The July Producer Price Index is poised to show a modest but notable rebound in wholesale inflation, with economists expecting a 0.2 percent month-on-month gain after June’s flat reading. On a year-over-year basis, headline PPI could tick up to around 2.5 percent, while core PPI, which excludes food and energy, is forecast to rise 2.9 percent. Some analysts, including RSM US’s … [Read more...] about July PPI Rebound: What It Means for Stocks and Interest Rate Cuts

With trade tariffs largely defined and already priced into equities, the market finds itself in a rare position where a major source of uncertainty has been neutralized. The outlines of U.S. trade policy are no longer a moving target, allowing institutional money to recalibrate risk models and redeploy capital into risk assets. Even more striking is President Trump’s direct … [Read more...] about Floodgates Open: Why the Market’s Next Leg Higher May Be Relentless