Supply Chain Crisis

Business

Schneider National Navigates Tough Q4 as Freight Demand Falters, Eyes Supply-Driven Recovery

Schneider National's Q4 2025 earnings fell short of expectations, pressured by a sharp late-year drop in freight demand and severe weather. While acknowledging near-term challenges, executives pointed to early signs of market normalization and detailed strategic cost actions aimed at positioning the carrier for an eventual upcycle.

Jan 30, 2026

World

Private Equity and Sovereign Wealth Funds Profit from UK's Special Educational Needs Crisis

As demand for specialist education soars, private investors—from Abu Dhabi to private equity firms—are capitalizing on a strained system, drawing criticism for extracting profits from vulnerable children and cash-strapped councils.

Jan 30, 2026

Business

Mizuho Lifts SanDisk Target to $600, Citing NAND Supply Crunch and AI-Driven Demand Surge

Mizuho Securities dramatically raised its price target on SanDisk, forecasting a severe NAND flash memory shortage driven by explosive AI server demand and constrained production capacity through 2027.

Jan 30, 2026

World

U.S. and India Forge Trade Truce, Slashing Tariffs in Deal Tied to Energy and Ukraine

The United States and India have announced a significant trade agreement, dramatically reducing tariffs after months of tension. The deal, linked to India halting Russian oil purchases, aims to boost bilateral trade and supply chain diversification.

Feb 2, 2026

Business

Analyst Backing and AI Tailwinds Lift Super Micro Computer Shares

Shares of Super Micro Computer (SMCI) advanced Thursday after Rosenblatt Securities reiterated its Buy rating, with investors eyeing potential benefits from NVIDIA's next-generation AI chips and easing supply constraints.

Feb 2, 2026

Business

The 50-Year Mortgage: A Lifeline for Homebuyers or a Lifetime of Debt? New Data Reveals Limited Impact

A new analysis examines whether ultra-long home loans can solve the affordability crisis. While they offer a monthly payment reprieve in select markets, the long-term financial toll is staggering, raising questions about who truly benefits.

Feb 2, 2026

Business

Micron Soars as AI Demand Fuels Memory Chip Shortage, Prices Hit Multi-Year Highs

Micron Technology's stock surged nearly 6% Thursday, propelled by an industry-wide supply crunch for high-performance memory chips essential for artificial intelligence systems. The company's high-bandwidth memory (HBM) products are sold out through 2026.

Feb 2, 2026

Business

SanDisk Stock Soars 1,479% in Year Since Spinoff, With $1,000 Price Target in Sight

One year after its separation from Western Digital, SanDisk's shares have skyrocketed nearly 1,500%, fueled by an AI-driven memory boom. A major Wall Street upgrade now sees a path to $1,000 as supply constraints and soaring demand create a 'super-profitability' cycle.

Feb 2, 2026

Business

Beyond the Boom: How U.S. Renewable Energy Navigates a Pivotal 2026

As the U.S. renewable energy sector builds on a record-breaking 2025, it faces a critical juncture defined by supply chain pressures, extreme weather, and evolving market rules. Strategic adaptation, not just growth, will determine its sustainable trajectory.

Feb 2, 2026

Business

Leadership Shuffle Hits Major Grocery Chains: New CEOs at Lidl US, Save Mart, and Walmart's C-Suite Overhaul

The grocery sector begins 2026 with significant executive turnover, including leadership changes at Lidl US, The Save Mart Companies, and a major realignment within Walmart's top ranks ahead of its CEO transition.

Feb 2, 2026

Business

Cal-Maine Foods Weathers Price Normalization, Bets on Specialty Eggs with Strategic Acquisition

Stephens lowers price target on Cal-Maine Foods (CALM) citing near-term oversupply pressures, but the egg producer's long-term strategy remains focused on expanding its cage-free capacity through acquisition.

Feb 2, 2026

Business

Fidelity, Broadcom Reach Settlement in Critical Software Access Dispute

Fidelity Investments and Broadcom have settled a legal dispute that threatened Fidelity's access to business-critical software, averting a potential operational crisis. The agreement, reached just before a key court hearing, ensures continued service for a Fidelity subsidiary.

Feb 2, 2026

Business

Winter Storms Meet Tight Capacity: Why This Year's Trucking Turmoil Is Different

Severe winter weather is colliding with historically high tender rejection rates, creating a perfect storm in the truckload market. With carriers rejecting over 13% of shipments, spot rates are experiencing amplified volatility, signaling a fundamental shift in underlying supply and demand dynamics.

Feb 2, 2026

Business

Memory Chip Prices Set to Nearly Double in Q1, TrendForce Warns

A sharp supply crunch is driving contract prices for mainstream DRAM memory chips up by as much as 95% quarter-on-quarter in early 2025, according to a revised forecast from market analyst TrendForce.

Feb 2, 2026

Business

Ripple Executes Scheduled Billion-XRP Unlock Amid Market Downturn

Ripple has released 1 billion XRP from escrow as part of its monthly supply management plan, while the token's price continues to slide in a weak broader crypto market.

Feb 2, 2026

Business

Bitcoin's Slide Continues: Key Support at $63,000 Looms as Whales Retreat, Buyers Hesitate

Bitcoin's sharp correction from its January highs has left the market searching for a floor. Analysis of on-chain data, whale activity, and derivatives positioning suggests the $63,000 zone could be the next major test if current support fails.

Feb 2, 2026

Business

India's Budget Bets on Self-Reliance Amid Global Trade Tensions

Facing rising US tariffs and global supply chain pressures, India's latest budget prioritizes strategic sectors and export support while maintaining fiscal discipline, signaling a cautious pivot toward economic resilience.

Feb 2, 2026

World

Costa Ricans Head to the Polls Amid Security Crisis, Chaves's Protégé Leads Race

Laura Fernández, former chief of staff to President Rodrigo Chaves, holds a commanding lead and could secure an outright victory, promising to double down on the incumbent's hardline security agenda.

Feb 2, 2026

World

Trump's Tariff Threat on Cuba Oil Puts Mexico in Diplomatic Bind

Mexico faces a delicate balancing act as U.S. tariff threats targeting nations supplying oil to Cuba pressure a key trading partner to choose between economic interests and regional solidarity.

Feb 2, 2026

Business

Clorox Q4 Earnings Preview: Can the Household Goods Giant Regain Its Footing?

All eyes are on Clorox as it prepares to report fourth-quarter earnings Tuesday afternoon. Investors are looking for signs of sustained recovery after a challenging period marked by cyberattacks and supply chain pressures.

Feb 2, 2026