Nearshoring With A Global Impact
Major technology companies from the United States are shifting their focus towards Mexico for the production of artificial intelligence (AI) equipment, moving away from their previous reliance on China.
Go Deeper (2 min read)Spending Doesn't Cool Down
Despite the economic uncertainty, Americans are continuing to spend, challenging the expectations of many business leaders about consumer behavior in slower economic times.
Go Deeper (2 min read)Chipmaking In The U.S. And Japan
Achieving a remarkable milestone emblematic of its renowned industrial strategy, Japan witnessed the rapid construction of an impressive $8.6 billion semiconductor facility.
Go Deeper (2 min read)Geopolitical Semiconductors
Taiwan Semiconductor Manufacturing Co. (TSMC) recently announced its decision to expand its footprint in southern Japan with the addition of a second semiconductor factory, signaling a significant escalation in its investment strategy that now exceeds $20 billion.
Go Deeper (3 min read)Microsoft Leads The Way
In the recent quarter ending in December, Microsoft experienced its most significant profit surge in over two years, largely due to the rising interest in artificial intelligence which has significantly boosted the demand for its cloud services
Go Deeper (3 min read)More from Business
The State Of Venture Capital
The landscape of venture capital (VC) has undergone significant changes in the past year. According to Kroll, the US currently has $300 billion of uninvested capital in VC funds.
Go Deeper (2 min read)
Salaries Are Freezing
The most esteemed consulting firms in the world have decided to freeze their starting salaries for new graduates in the United States, as the fierce competition for jobs replaces the earlier trend of salary increases following the pandemic.
Go Deeper (2 min read)
Investing Idea #4
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)
Softbank Is Getting Out Of China
SoftBank is taking steps to reduce its remaining stake in Alibaba, limiting its exposure to the Chinese market and raising funds due to the declining value of its technology investments amidst the market downturn.
Go Deeper (3 min read)
Seniors Are Making The Economy Stronger
Consumer spending has remained remarkably resilient despite the Federal Reserve's efforts to raise interest rates. An often overlooked but significant factor contributing to this resilience is the aging population.
Go Deeper (3 min read)
Investing Idea #3
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)
