Africa's largest conglomerate secures a strategic gas supply agreement with Nigeria's state oil firm, a key move supporting national ambitions to leverage vast gas reserves for industrial growth and investment.
Digital Realty Trust makes a strategic entry into Malaysia with the acquisition of the TelcoHub 1 data center and secures a critical $373 million supply agreement with Schneider Electric, positioning itself to capture surging demand for AI-ready infrastructure in the region.
The White House announces a major public-private initiative to stockpile rare earths and critical minerals, aiming to insulate U.S. defense and tech sectors from foreign supply shocks and geopolitical leverage.
A new bilateral trade agreement between the United States and Guatemala aims to eliminate tariffs and streamline preferential treatment for textiles and apparel, a move hailed by U.S. industry leaders as a strategic step to reinforce regional manufacturing networks and counter Asian dominance.
A landmark agreement between the U.S. Department of Commerce and the Cameco-Westinghouse joint venture aims to catalyze over $80 billion in new nuclear reactor construction by 2030, bolstering Western energy security and reducing reliance on Russian nuclear fuel.
As global demand for copper surges—driven by AI data centers, electrification, and green energy—a severe supply crunch looms. Mining magnate Robert Friedland warns of a looming 'train wreck,' putting companies like Southern Copper and Freeport-McMoRan in the spotlight for investors.
As the aviation industry gathers in Singapore, leaders confront persistent supply chain disruptions and shifting trade winds, even as they chart a course for sustainable growth in the world's fastest-growing travel market.
Crude oil futures surrendered early gains to close lower Friday, as de-escalating rhetoric from Washington over Iran and a stronger dollar offset ongoing geopolitical tensions and supply constraints.
Apple shares edged higher following a robust Q1 earnings report headlined by record iPhone revenue, yet the muted gains reflect Wall Street's growing focus on looming supply constraints and the company's strategic pivot to artificial intelligence.
As a surge in data center demand strains the PJM Interconnection grid, planners unveil a strategy to fast-track connections while wrestling with supply chain delays that threaten to outpace new power generation. Experts warn of a looming mismatch between market promises and construction realities.
Tractor Supply Company reported fourth-quarter revenue and profit below analyst forecasts, citing a lack of severe winter weather and softer consumer demand for discretionary goods. The rural lifestyle retailer remains focused on long-term strategic investments amid an uncertain economic backdrop.
Crude oil and gasoline prices advanced on Friday, supported by persistent geopolitical risks in the Middle East and ongoing supply constraints, though gains were tempered by a stronger dollar and diplomatic signals.
Apple's Q1 earnings showcased blockbuster iPhone revenue of $85.3 billion, yet investor caution prevails amid persistent supply chain constraints and mounting cost pressures that threaten near-term profitability.
Intel's latest earnings reveal persistent supply challenges in the AI chip race, while Nvidia's strategic control over production capacity cements its long-term dominance, analysts say.
CNBC's Jim Cramer highlights supply constraints as the primary force behind Western Digital's stock surge, even as analysts raise price targets. The commentary links the storage maker's fortunes to broader semiconductor and AI trends.
KLA Corporation reports robust fiscal 2025 results driven by AI demand, but warns of supply constraints and geopolitical factors tempering near-term growth, with a significant acceleration projected for late 2026 and 2027.
Apple's fiscal first-quarter earnings shattered expectations with $143.8 billion in revenue, fueled by unprecedented demand for the iPhone 17 in Greater China. While services hit new highs, the company flags memory cost pressures and supply constraints for the coming quarter.
A new lawsuit alleging wrongful termination and safety cover-ups, coupled with ongoing supply shortages, challenges the coffee giant's operational resilience and brand trust as its new CEO executes a critical recovery plan.
Brent crude surged above $70 a barrel for the first time since mid-2025, driven by escalating Middle East tensions and shifting supply dynamics, as analysts signal a fading bearish outlook for the oil market.
Broadcom secures a pivotal, multi-year agreement to supply custom AI chips to OpenAI, cementing its role as a key silicon partner for tech giants. However, the semiconductor leader must simultaneously navigate customer churn from its VMware unit and heightened regulatory scrutiny, presenting a complex risk-reward profile for investors.
