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X @The Wall Street Journal
Shortages of advanced AI chips are so acute that Beijing is intervening and tech companies are resorting to workarounds https://t.co/8Rt79dt7P5 ...
'Supply constrained' are the two most important words this earnings season, says Cramer
CNBC Television· 2025-10-25 03:00
supply constrained. Those are the two most important words I've heard so far in this earning season, other than of course quantum, of course. For example, last night David Zinser, he's the excellent CFO of Intel, stressed several times that his company supply constraint for a host of products and quote, "In supply has tightened materially." Oh boy, did that work.These shortages are why Intel was able to report sharply better than expected earnings. When you're supply constrained, you have the ability to rai ...
How Trump’s tariffs could affect Christmas products
CNBC Television· 2025-08-05 16:24
This week on CNBC and we're taking a closer look at the impact of President Trump's tariffs across various industries. Uh right now here's a look at how Christmas uh products could be affected. 87% of Christmas decor comes from China and the rest comes from other Southeast Asian countries.And so there's quite a big tariff impact that's hitting this year. And so what many retailers are looking at is they're saying, "Hey, the average tariff I'm paying across these countries is going to be about 25%. And I don ...
X @The Economist
The Economist· 2025-07-04 06:40
As inflation spirals and shortages abound, Iran’s population will continue to pay the price for their security service’s misadventures https://t.co/bj5TImsxXn https://t.co/RkoIsqp9qo ...