The flow of inventories moving out of warehouses into stores or directly to consumers because of e-commerce is a forward-looking indicator of retail category performance as well as a barometer on the state of transports and consumer spending. In the latest CNBC supply chain survey, 63% of respondents said they were moving more holiday related freight this year compared to last year. This is a key indicator for transport stocks because revenues are made or lost on volumes.Respondents said freight volumes hav ...

Supplies of everything from fuel and drugs to bags of saline, syringe needles and gauze are scarce or non-existent. There are no MRI machines in northern Gaza. Newborns in critical condition have to share incubators https://t.co/10s34UzXUb ...

The challenge, especially within my supply chain, is now how do you have enough productivity initiatives to offset the the increased cost of of all the products for the industry as a whole. You have more than 80% dependence on China as a sourcing market for some of the bigger players. That exposure is less and they have more nimble, more flexible supply chains to navigate this disruption For the medium sized and smaller players, this has been very, very disruptive.Can you just move your supply chain out of ...

Joining us right now first on CNBC is Medline CEO Jim Bole. Good morning to you. >> Good morning.>> Congratulations. This been this has been a quite a road for you to get to to this point. Uh why go public now.What's the what's what's the thinking in terms of where you came from and where you are right now. >> And as you know, we've been a private company for 58 years. Um with 58 years of consecutive growth, uh we just feel like this is the right time for us to kind of expand our voice.Historically, we've d ...

Tariffs, [music] I think, are probably the first time in my career I've had to deal with like a fundamental change in government [music] policy in terms of how we think about how markets work. >> The challenge, especially within my supply chain, is now how do you have enough productivity initiatives to offset the the increased cost of of all the product. >> Can you just move your >> supply chain out of China and into the US or out of Mexico and up to Canada.Is it that easy. It's not that easy, but we do hav ...

There's a good chance that the Suez Canal and the Red Sea will reopen to shipping next year, easing supply chain tensions, writes @JavierBlas (via @opinion) https://t.co/q7RAiIoZCW ...

Perhaps obvious, but a chosen specialization for a city (like hair dryers) is very different from a given specialization (like a coal mine).The former is manufacturing, the latter is mining. You can’t choose the distribution of natural resources, but you can make the best of what you have.Original video:International Cyber Digest (@IntCyberDigest):China’s industry is a different beast 🤯Every product and its supply chain are tied to one huge city the size of a nation, Eric explains.This is why other nations ...

AI Development & Competition - The US is currently far ahead of China in AI, exemplified by Nvidia's dominance, with approximately 80% of the most advanced chips being purchased in the US [1] - Major US companies like Google, META, and Microsoft are driving AI development significantly [2] - Europe is currently a consumer of AI technology, lagging behind the US and China in AI ecosystem development [2] - The debate is whether the US or China will win the AI race, but Europe is clearly losing, also evident in the semiconductor sector [3] - Europe's semiconductor consumption is low because companies developing AI chips are not based there [4] - Europe needs to create conditions to attract the AI ecosystem back to the region to catch up [4] - If Europe loses the AI race, it will primarily become a consumer of the technology, with limited knowledge creation within the region [6] Semiconductor Industry & Supply Chain - Shipments of systems to Europe account for only 1-2% of total business, a trend that has persisted for the last ten years, indicating a lack of semiconductor manufacturing build-up in Europe [3] - The interdependencies between China and the US are constantly highlighted, emphasizing the need to ensure open markets [9] - China will not accept being cut off from technology and will strive to advance, given its large population of 14 billion [11] - The West could choose to provide China with older generation technology, such as the fourth or fifth generation, while currently shipping products that are eight generations behind [12] - Products shipped to China are over ten years behind those shipped to Western customers in 2013-2014, slowing down China's technological progress [12] - Frustrating China too much could lead them to develop their own technology and potentially compete in the market [14]

Joining us now is Virginia Governor Glenn Yncan. Governor Yncan, it's great to have you. Welcome.>> Great. Sarah, thank you for being with me. And this was a big announcement today because it it directly uh attacks a supply chain failure in America, which is for rare earth magnets.The the entire rare earth element supply chains dominated by China. And this announcement with one of our great allies in South Korea, LS Cable and System will in fact meet that need here in Virginia. But we've had a big week, Sar ...

The US Navy is turning to Palantir as part of its years-long effort to speed up submarine production, in a bet that the company’s analytics capabilities can better expose supply-chain problems https://t.co/EM0ymfnltO ...