Apple's Record $114.5 Billion Quarter Gets a Tariff Boost
Apple posted record fiscal Q4 revenue of $114.5 billion, up 12%, with EPS of $2.10 — but five cents of earnings and a point of margin came from tariff refunds.
Amara Okafor7 min read
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40 results for “supply chain”
US-Canada Trade Deal Nears as Tariff Thaw Meets Midterms
A US Canada trade deal is close, Trump says after his Nov 1 call with Carney. Steel and auto tariff relief and a $20 billion overhang hang on the midterms.
James Whitfield8 min read
Fed Meets This Week: Why a November Rate Hold Looks Likely
The Fed rate decision for November 2026 lands Wednesday: a third straight hold at 3.75%-4.00% looks likely. Here is what could change the outcome.
Amara Okafor8 min read
EnergyAnalysis
Solar Panel Price Outlook for Late 2026: Oversupply Opens a Buyer's Window
Solar panel prices keep falling in late 2026 as factory capacity outstrips demand. For buyers and installers, the oversupply is a rare window — with a few catches.
Amara Okafor7 min read
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.
James Whitfield8 min read
Saudi Arabia Drives a September Surge in OPEC+ Output
Saudi Arabia's oil production jumped by over 2 million barrels per day in September, pushing OPEC+ output higher despite geopolitical disruptions.
James Whitfield8 min read
Intel's Cash-Burn Warning Deepens the Foundry Dilemma
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.
Amara Okafor8 min read
Trump Ends Tariffs on Some Canadian Goods as the Counter-Tariff Standoff Thaws
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.
James Whitfield8 min read
US Inflation Re-Accelerates to 3.7% as Energy Costs Climb
The latest CPI data shows inflation picking up again, complicating the Fed's path and squeezing household budgets.
James Whitfield8 min read
BYD Misses Earnings Estimates as China's EV Price War Squeezes Margins
BYD's earnings missed estimates, per OilPrice, as China's EV price war compresses margins across the sector. What the miss reveals about margin math, export pressure and the battery supply chain's ripple effects.
James Whitfield12 min read