Rambus reported record annual revenue and earnings for fiscal 2025, fueled by strong DDR5 adoption and AI-driven data center growth. While a one-time supply chain issue is expected to pressure Q1 2026 product revenue, management expressed confidence in a swift recovery and sustained long-term momentum.
General Motors CEO Mary Barra attended a White House event where President Trump unveiled 'Project Vault,' a $12 billion initiative to create a strategic reserve of critical minerals aimed at securing U.S. industrial supply chains.
In an exclusive interview, PepsiCo SVP Darcy Arata highlights how formal mentorship programs and leadership commitment to inclusivity are transforming career pathways in the evolving supply chain sector.
Ahead of the Singapore Airshow, GE Aerospace executives are contending with persistent supply chain disruptions and geopolitical headwinds that threaten to squeeze the flow of critical engine parts, testing the operational resilience behind the company's robust share price.
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.
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.
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.
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.
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.
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.
Walmart stock jumped over 4% Monday as a new trade agreement between the U.S. and India promises lower tariffs and increased market access, bolstering the retail giant's strategic pivot toward Indian manufacturing and e-commerce.
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.
Despite posting quarterly results that beat analyst expectations, KLA Corporation's stock plunged Friday as investors focused on management warnings about component shortages, tariff impacts, and operational constraints.
A second major winter storm in as many weeks has crippled logistics across the Southeast, leading to massive service suspensions, a deadly 100-car pileup, and worsening a freight backlog that saw volumes plummet over 55%.
The United States is establishing a $12 billion national stockpile of critical minerals, including rare earths and key battery metals, in a decisive move to secure supply chains and reduce immediate strategic dependence on China.
Aerospace giant Boeing is joining a major U.S. public-private initiative to build a national stockpile of critical minerals, a strategic move aimed at reducing dependence on foreign sources and bolstering domestic manufacturing resilience for defense and commercial programs.
Apple's acquisition of Israeli AI audio startup Q.ai signals a deeper push into biometric wearables, as the tech giant reportedly reshuffles its 2026 roadmap to prioritize premium iPhones—including a long-rumored foldable model—while navigating ongoing component shortages.
FreightTech innovator GenLogs has closed a $60 million Series B round led by Battery Ventures. The startup, founded by a former CIA officer, leverages a vast sensor network and AI to bring unprecedented visibility and security to the fragmented trucking industry.
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.
In a major strategic shift, uranium-focused Energy Fuels announces a deal to acquire Australian Strategic Materials, aiming to create a vertically integrated rare earths producer outside China. The move comes as the company's stock, already on a meteoric rise, faces new questions about its growth trajectory and valuation.
