Intel has reportedly entered into a large-scale semiconductor foundry contract with Microsoft (MS) using the 18A process classified as 2 nanometers (1.8 nanometers), and discussions are ongoing with Nvidia and Google. If this contract succeeds, it is expected to serve as a springboard for growth under the newly appointed CEO Lip-Bu Tan…

Read more

The likelihood of a comprehensive U.S.–China tariff deal in the near term appears limited, despite upcoming high-level talks. While both nations have agreed to meet in Geneva this weekend, the discussions are expected to focus on de-escalation rather than a full-scale agreement.

Why a Full Tariff Deal Is Unlikely Right Now

1. Deep-Rooted Strategic…

Read more

“The Fed, China, and a Market on the Edge”

May 7, 2025

The Federal Reserve is set to make its next interest rate decision this week, and the markets have already spoken: no change is expected. Futures pricing, bond market behavior, and equity action all reflect a consensus that the Fed will maintain its current stance amid lingering inflation…

Read more