Aluminum is trading as if the Gulf shock can be managed Aluminum has been hit by one of the largest supply disruptions in years, but the benchmark price is no longer acting like it. London Metal Exchange three-month aluminum surged
vidia is securing the memory behind the AI boom Nvidia is moving to lock down one of the most important inputs in artificial intelligence: high-bandwidth memory. The company said it has secured AI memory supply from South Korea’s SK Hynix
Japan’s seabed rare earth push is becoming more serious Japan has taken another step toward building a domestic rare earths supply chain after government-backed testing found that medium and heavy rare earth elements made up about 54% of the rare
Open-source AI became the latest tech market fault line Tech stocks moved lower in early trading Friday as investors weighed a new debate over open-source AI models, fresh tariff concerns and the latest round of semiconductor earnings. The discussion moved
Gold’s safe-haven bid ran into the rate trade Gold and silver fell sharply Thursday as a new escalation in the Middle East pushed oil prices toward $100 a barrel and strengthened expectations that the Federal Reserve may resume raising interest
IBM’s recovery now depends on mainframe demand coming back IBM is trying to rebuild investor confidence after a sharp second-quarter warning raised questions about demand, spending priorities and the company’s near-term growth path. The company reported second-quarter revenue of $17.2
E-waste is becoming a rare earth supply opportunity ERI and Cyclic Materials are partnering to build what they describe as one of the largest rare earth recovery ecosystems in the United States. The agreement brings together ERI’s nationwide electronics recycling
AMD is turning AI demand into long-term customer commitments Advanced Micro Devices is deepening its push into artificial intelligence infrastructure with a major deal to supply Anthropic with tens of billions of dollars’ worth of AI servers. The agreement gives
Google is trying to win on speed, cost and specialization Alphabet is rolling out three new Gemini models as Google tries to show that its AI pipeline is moving faster, getting cheaper and becoming more specialized. The launch includes Gemini
The US-Canada trade fight just escalated The US administration signed three proclamations Monday that would impose 50% tariffs on a wide range of Canadian goods, marking a major escalation in trade tensions between Washington and Ottawa. The proposed duties are
Aluminum is trading as if the Gulf shock can be managed Aluminum has been hit
vidia is securing the memory behind the AI boom Nvidia is moving to lock down
Japan’s seabed rare earth push is becoming more serious Japan has taken another step toward
Open-source AI became the latest tech market fault line Tech stocks moved lower in early
Gold’s safe-haven bid ran into the rate trade Gold and silver fell sharply Thursday as
IBM’s recovery now depends on mainframe demand coming back IBM is trying to rebuild investor
E-waste is becoming a rare earth supply opportunity ERI and Cyclic Materials are partnering to
AMD is turning AI demand into long-term customer commitments Advanced Micro Devices is deepening its
Google is trying to win on speed, cost and specialization Alphabet is rolling out three
The US-Canada trade fight just escalated The US administration signed three proclamations Monday that would
