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Geopolitics

USA Rare Earth (USAR) Stock Skyrockets on Major UK Acquisition and White House Talks

Rare Earth Gold Rush: USA Rare Earth (USAR) Stock Skyrockets on White House Buzz and China Tensions

Company Background & Operations USA Rare Earth, Inc. is a U.S.-based critical minerals company focused on establishing a fully domestic rare-earth supply chain – from mining raw ore to producing finished rare-earth magnets. Its flagship asset is the Round Top Mountain deposit in Texas, which
TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

TSMC Stock Soars on AI Boom: Record Highs, Big Ambitions & Geopolitical Risks (Oct 2025 Update)

Overview: TSMC’s Business and Recent Performance Taiwan Semiconductor Manufacturing Co. (TSMC) is the world’s largest contract chipmaker (pure-play foundry), producing advanced semiconductors for clients like Apple, NVIDIA, AMD, and many others taiwannews.com.tw ts2.tech. Rather than selling its own branded chips, TSMC
Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads
Trump’s High‑Wire Act: NATO Shockwaves, Middle‑East Firestorm, and a Congress on Edge—What the June 24, 2025 Frenzy Really Means for America and the World

Trump’s High‑Wire Act: NATO Shockwaves, Middle‑East Firestorm, and a Congress on Edge—What the June 24, 2025 Frenzy Really Means for America and the World

On June 24, 2025, President Donald Trump arrived in The Hague demanding all 32 NATO allies commit 5% of their GDP to defense. Spain and Slovakia sought carve-outs, exposing cracks despite a one-page summit communiqué praised by NATO Secretary-General Mark
24 June 2025
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