Reported 17 days ago
Despite ongoing tariffs and geopolitical tensions, the DHL Global Connectedness Tracker reveals that global supply chains remain robust. Data indicates no significant shift back to domestic business, with companies adapting to risks rather than disengaging internationally. The expected sharp decline in global trade due to U.S. tariffs in 2025 has not occurred, aided by strong imports and China's export diversification. While trade growth may slow to a 2.5% annual rate through 2029, a complete reversal of globalization has not been seen.
Source: YAHOO
Reported 17 days ago
Federal Reserve Chair Jerome Powell emphasized the difficulty of managing inflation while supporting job growth, acknowledging the lack of a risk-free policy during a speech on October 14, 2025. Powell pointed out the impacts of President Trump's trade policies, which have raised prices, and noted signs of a weakening labor market. Amid government data shutdowns, Powell stated that perspectives on employment and inflation remain largely unchanged since September, with Fed officials engaged in debates about the best strategies moving forward.
Source: YAHOO
Reported 17 days ago
Federal Reserve Chair Jerome Powell stated that 'downside risks to employment appear to have risen,' hinting at potential interest rate cuts in upcoming meetings. Powell emphasized that the Fed's approach remains meeting-dependent and noted that data delays due to a government shutdown could complicate decision-making. He also mentioned the possibility of halting the Fed's balance sheet runoff as liquidity conditions tighten. Despite economic challenges, Powell reiterated that the Fed will not revert to pre-pandemic balance sheet levels.
Source: YAHOO
Reported 17 days ago
Citi's CFO Mark Mason noted concerns about overvaluation in several sectors during the bank's Q3 earnings call, particularly relating to the AI industry, highlighting the significant investments being made in tech infrastructure. Despite this caution, he expressed confidence in Citi's business and its focus on AI, which has already shown substantial efficiency gains through automated processes.
Source: YAHOO
Reported 17 days ago
Source: YAHOO
Reported 17 days ago
U.S. stock markets saw a rebound on Tuesday amid ongoing trade tensions with China, with Walmart shares rising following its partnership with OpenAI for ChatGPT-based shopping. In contrast, Intel shares fell sharply after a downgrade from Bank of America, marking the largest drop on the S&P 500 and Nasdaq. Meanwhile, Domino’s Pizza exceeded earnings expectations, Wells Fargo improved its profitability outlook, and gold prices reached new highs.
Source: YAHOO
Reported 17 days ago
Source: YAHOO
Reported 17 days ago
Intel is expanding its AI data center offerings with the launch of a new GPU, codename Crescent Island, and a Gaudi 3 rack-scale reference design. The company's CEO, Lip-Bu Tan, emphasized a commitment to AI inference and full-stack AI solutions, highlighting the need to adapt to emerging AI workloads. With a focus on regaining market share and tapping into investments from major entities like Nvidia and SoftBank, Intel aims to solidify its position in the competitive AI landscape while leveraging its Xe architecture to meet customer needs.
Source: YAHOO
Reported 17 days ago
Tesla's third-quarter delivery numbers exceeded expectations, with nearly 500,000 electric vehicles sold, despite concerns about production levels and stagnant sales of non-core models. The increase in deliveries was partially driven by the expiration of the $7,500 EV tax credit, yet analysts warn that Tesla's valuation remains difficult to justify as the company struggles with the development of its autonomous technology and faces competition in the market.
Source: YAHOO
Reported 17 days ago
Source: YAHOO
Reported 17 days ago
As trade tensions between the US and China escalate, rare earth stocks like MP Materials and USA Rare Earth are seeing significant market activity. China's tightening of export restrictions on rare earth minerals, which it dominates globally, is raising concerns about a supply squeeze affecting various industries, including tech and electric vehicles. Investors are reacting to these developments as they anticipate the need for the US to bolster its own rare earth supply chain amidst the ongoing geopolitical rivalry.
Source: YAHOO
Reported 17 days ago
General Motors anticipates a $1.6 billion charge in Q3 due to falling electric vehicle (EV) demand, linked to the expiration of U.S. tax incentives. As part of a strategic realignment, GM is adjusting its EV operations and has warned of potential future charges that could impact its financial performance. This decline in demand is seen as a potential warning sign for the broader U.S. EV market.
Source: YAHOO
Reported 17 days ago
In a discussion with Yahoo Finance, IMF chief economist Pierre Olivier Gourinchas revealed the 2026 World Economic Outlook, highlighting a dim growth forecast of 3.1%, influenced significantly by tariff policies. While tariffs have contributed to a modest global growth downgrade, Gourinchas noted that factors such as declines in tariffs, private sector adaptations, and non-trade related financial conditions have mitigated the situation somewhat. However, ongoing U.S.-China trade tensions pose risks that could further impact global economic stability.
Source: YAHOO
Reported 17 days ago
Source: YOUTUBE
Reported 17 days ago
In the first two weeks of October 2025, five transportation companies have filed for Chapter 11 bankruptcy protection, indicating a notable trend in the industry. These firms range from small carriers to those operating numerous trucks, with filings recorded from states like Texas and Arkansas. One notable case includes GEC Transport Solutions, which reported significant liabilities and continues to operate despite financial struggles. Other companies like Propel Trucking and R&R Transport & Logistics also revealed varying levels of assets and debts in their bankruptcy filings.
Source: YAHOO
Reported 17 days ago
Jensen Huang, CEO of Nvidia, emphasizes the urgent need for data centers to support the rapid growth of artificial intelligence (AI), projecting market expansion from $279.2 billion to nearly $3.5 trillion by 2033. Applied Digital (APLD) is positioned to meet this demand with its next-generation digital infrastructure. The company's stock has surged 375% in the last year, driven by a significant increase in data center construction and strategic power sourcing in cooler climates. After reporting an 84% revenue increase, APLD has received strong analyst support, making it a recommended stock to buy as the demand for AI power solutions grows.
Source: YAHOO
Reported 17 days ago
Stocks showed weakness as the US and China engage in a trade back-and-forth, but experts argue that this isn't a resurgence of past tensions. Nazak Nikakhtar of Wiley Rein LLP explains that China's recent export controls on rare earth minerals align with ongoing policies established last year, rather than indicating a new conflict. The continuation of China's export restrictions is seen as a strategic response to perceived US advantages in global affairs.
Source: YAHOO
Reported 17 days ago
OpenAI has announced a partnership with Broadcom to create custom AI accelerator hardware, amounting to 10 gigawatts, which will be implemented in its data centers from 2026 to 2029. This collaboration is part of OpenAI's broader strategy to enhance its capabilities by designing its own hardware, potentially costing between $350 billion to $500 billion, as it continues to secure significant infrastructure deals with other companies like AMD and Nvidia.
Source: YAHOO
Reported 17 days ago
Flint, co-founded by Michelle Lim and supported by Sheryl Sandberg, aims to revolutionize website management by using AI to autonomously build and update web pages. After realizing that companies often struggle to keep their websites current, Lim's platform can generate websites that learn from user interactions, optimize content, and eventually automate text creation. Recently emerging from stealth with $5 million in funding, Flint targets startups and Fortune 500 companies, providing a solution to enhance their online visibility and efficiency.
Source: YAHOO
Reported 17 days ago
In 2025, global container traffic achieved a record high with 16.61 million twenty-foot equivalent units (TEUs) in August, surpassing previous months, despite a 0.5% drop in North American imports, including the U.S. During the first eight months of 2025, global volumes rose by 4.4% year-on-year. Most regions, except North America, reported significant import growth, buoyed by strong performances in Sub-Saharan Africa, the Indian subcontinent, and Europe. Additionally, the CTS Global Price Index for shipping rates continued to decline, reflecting market adjustments even with the rise in container volumes.
Source: YAHOO
Reported 17 days ago
The freight market saw a lift in September driven by truckload volumes, according to Cass Information Systems, though the overall outlook remains uncertain. The Cass multimodal shipments index rose 2.5% sequentially, indicating a bounce back from August's decline. Shippers are consolidating smaller loads into truckloads to take advantage of low rates, but ongoing tariff impacts and a projected drop in container flows from China may delay a full recovery. As demand trends fluctuate, analysts are cautious about future earnings for trucking carriers.
Source: YAHOO
Reported 17 days ago
Wall Street enjoyed one of its most profitable quarters with significant earnings reported by major banks like JPMorgan Chase, Citigroup, Wells Fargo, and Goldman Sachs, driven by high stock prices and a surge in deal-making. While consumer spending and investment banking revenues have risen sharply, bank executives expressed caution regarding potential market overvaluations and ongoing geopolitical uncertainties, despite overall resilience in the economy.
Source: YAHOO
Reported 17 days ago
BCE, Canada's telecommunications and media company, has increased its cost-saving goal to C$1.5 billion by 2028, as it focuses on operational simplification and expansion in North America. The target was revealed during the company's investor day, which marked its first in over ten years. BCE anticipates a 15% annual growth in free cash flow from 2025 to 2028 and plans to enhance its services in British Columbia and Alberta while shifting towards more efficient technologies. The company has invested significantly in its network upgrades and aims for revenue growth of 2% to 4% during the same period.
Source: YAHOO