
Chip Selloff Widens as AI Leaders Call for a Pause
The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.
9 results for “critical minerals”

The semiconductor industry's unified optimism has fractured as AI executives publicly call for a pause, triggering a market selloff that raises questions about valuations and industry momentum.

Intel's latest warning of significant cash burn this year intensifies pressure on its foundry strategy, raising questions about its turnaround timeline and customer prospects.

The U.S. has lifted tariffs on selected Canadian imports, signaling a potential thaw in the trade standoff that began in August, though a comprehensive deal remains elusive.

The Iran war is adding $11 billion a month to Europe's oil import bill, per OilPrice, as tanker flows reroute and Europe readies a release of 42 million barrels. Inside the eurozone's growing terms-of-trade problem.

Declining logistics costs signal supply chain normalization, even as workforce challenges persist and freight costs shift across segments.

While global attention remains on major currencies, several emerging market units have demonstrated resilience against the dollar, supported by favorable economic fundamentals and regional strengths.

The global race for critical minerals is reshaping international trade relations as nations compete for resources essential to modern technology and clean energy transitions.

Latin America is quietly emerging as a strategic trade hub, leveraging nearshoring trends and regional integration to attract global investment.

The shift to renewable energy and electric vehicles is creating unprecedented demand for critical minerals, exposing a fundamental mismatch between mining development timelines and global climate targets.