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DARK SECRETS: 7 | Vintage Vibes

Global Market Update | Hedge funds record decade-high weekly buying in Korea, Japan, Taiwan equities, says Morgan Stanley

Global hedge funds have heavily invested in Asian stocks, particularly in South Korea, Japan, and Taiwan. This buying spree, the largest in a decade, focuses on technology firms. Investors are seeking exposure to artificial intelligence beneficiaries. Major chipmakers in these countries are driving this trend. Asia's tech supply chain is…

The Economic Times

The missing link in America’s critical minerals push isn’t mining – it’s processing expertise

The United States is spending billions of dollars to secure access to critical minerals – minerals and metals that are essential to modern technology, from electric vehicles to smartphones and military systems.

The Conversation

Brazil's Embraer names Bharat Forge as supplier for forged raw materials

Brazilian aerospace giant Embraer has signed its first forged raw material supply contract with Indian firm Bharat Forge Limited. This agreement marks a significant step in Embraer's supply chain diversification strategy, aiming to enhance resilience and competitiveness while fostering the Indian aerospace industry's growth.

The Economic Times

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Google seriously considering manufacturing AI servers in India: Minister Ashwini Vaishnaw

Google is seriously considering manufacturing AI servers in India, according to IT Minister Ashwini Vaishnaw, who noted HP has already begun production. This move aligns with Google's broader strategy of diversifying its global supply chain and follows its significant $15 billion investment in an AI hub in Visakhapatnam, Andhra Pradesh.

The Economic Times

‘Degree of complacency’: are supply chains prepared for impact of ongoing Iran war?

The economic warnings are bleak, but full extent of shortages are still not felt for many European countries

The Guardian - UK

Fed Officials Voice Growing Concern Over Inflation And Supply Chain Pressure From Iran War

Officials at the Federal Reserve are increasingly concerned over the economic fallout from the US-Israeli war with Iran, with several of them warning that inflation risks are becoming harder to contain as the conflict drags on.

International Business Times

How to Invest in AMZN Stock as Amazon Launches AWS 2.0 — Amazon Supply Chain Services

Amazon announced its new unit, Amazon Supply Chain Services, in a plan to disrupt logistics akin to how it disrupted cloud computing.

Barchart

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AlcoBev seeks costlier booze as costs spike

Alcoholic beverage makers are urging state governments for price increases. Rising costs for cans and bottles are impacting production. Supply chain disruptions, particularly from the West Asia crisis, have led to significant price surges for glass, paper, and other materials. Manufacturers face potential shutdowns.

The Economic Times

Singapore Airlines delays premium seat upgrade rollout to 2027

Singapore Airlines has pushed back the debut of its upgraded First and Business Class seats on the A350-900 fleet to early 2027. This delay, attributed to global supply chain and certification issues, impacts a S$1.1 billion cabin overhaul. The new interiors, part of a fleet-wide upgrade, will also feature on…

The Economic Times

The entire AI revolution is being held hostage by party balloon gas — and it is not funny

AI's trillion-dollar supply chain breaks at the documentation layer.

TechRadar

The Iran war's oil shock causes a plastic shortage in Asia, squeezing industries and prompting a 'Middle East plus one' rethink of supply chains

South Korea is probing firms suspected of hoarding syringes, which, alongside products like needles and gloves, are produced from petrochemicals.

Fortune

As Ukraine seeks to edge China out of its drone supply chain, Taiwan emerges as a quiet player

Taiwan’s reputation for tech excellence means it is a favoured alternative source for Ukrainian drone-makers

The Guardian - AU

Over the past 15 years, NZ moved its fuel safety net offshore – now it’s being exposed

Amid a worsening global energy crisis, New Zealand and Singapore’s freshly struck deal to keep fuel and other essential goods flowing is being touted as a boost to supply chain resilience.

The Conversation

Federal regulator to ban all Chinese labs from vetting US-bound devices over national security concerns – major supply chain shakeup will affect 75 percent of devices sold in the US

Chinese labs are set to lose their FCC testing accreditation after a unanimous commission vote.

TechRadar

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MarketBeat

The Great Chip Divide: AI Chip War Pivots from Hype to Execution

Intel's strategic M&A and leadership changes signal a fundamental turnaround as AMD continues to secure significant enterprise AI and cloud deployments.

Grocery Coupon Guide

7 Grocery Items Getting More Expensive And What It Means for Your Weekly Bill

While some sections of the supermarket are seeing price drops, other aisles are experiencing severe inflation. Global weather events and complicated supply chain disruptions are pushing the cost of specific ingredients to historic highs. Families relying on these popular pantry staples are facing a painful reality check at the checkout…

Barchart

What to Know as Amazon Announcement Sends UPS Stock Down

UPS stock sank as Amazon announced the launch of Amazon Supply Chain Services. Here’s what the new service means for AMZN and UPS shares.

Barchart

As Amazon Launches Supply Chain Services, Here's How Barchart Data Says You Should Play AMZN Stock

Amazon Supply Chain Services launch sent AMZN stock higher on Monday. But Barchart data suggests Amazon shares will rip higher from here as the year unfolds.

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MarketBeat

Amazon Weaponizes Logistics, Triggering Sector-Wide Selloff

Amazon is leveraging its global supply chain to directly challenge legacy carriers, a strategic pivot that unlocks a significant and disruptive new revenue stream.

TechRadar

Amazon takes on FedEx and UPS by letting other companies use its global warehousing and delivery network

Amazon Supply Chain Services (ASCS) is Amazon's answer to FedEx, UPS – shipping is now open to all.

Tom’s Hardware

Apple considering Intel and Samsung for US chip production, report claims — consumer electronics giant looks to diversify supply chain amid chip shortages

Apple is reportedly in early talks with Intel and Samsung to secure more production for its advanced chips, as the company is constrained by the limited availability of advanced nodes that its SoCs are produced on.

Tom’s Hardware

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Digital Camera World

A US drone company is expanding amid the DJI drone ban. But as an American drone pilot, I’m not getting my hopes up yet

Skydio is investing $3.5 billion in the US drone market, including building up the supply chain, but the company hasn't announced a return to consumer drones

The Times of India

UK food prices set to rise 50 per cent by November as cost-of-living pressures persist

As the clock ticks toward November, UK families are bracing for an alarming 50% hike in food prices, a stark reminder of the ongoing cost-of-living crisis. Factors such as climate change, disrupted supply chains, and erratic energy prices are driving this inflationary tide, hitting essentials like pasta and olive oil…

Euronews

Child labour, exploitation and deforestation: Is this the true taste of chocolate?

“Let's compete at shelf but let's collaborate in the supply chain,” the CEO of Tony’s Chocolonely told Euronews.

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