The US is considering capping AI chip exports like Nvidia's H200 and AMD's MI325 to just 75,000 units per Chinese company. This news is pressuring stocks amid ongoing trade tensions and global market worries.
Escalating US-Israel-Iran conflict sparks market turmoil: airlines and cruises drop 5-7% on fuel fears, while defense firms like Lockheed soar amid rising geopolitical tensions. Oil jumps sharply.
The US Department of Commerce is hosting a key roundtable with American robot makers on March 10, 2026, to tackle supply chain issues and policies amid growing competition from China in robotics and humanoids.
ICE plans to spend $38.3 billion converting warehouses nationwide—including one near Hagerstown, MD—into large detention facilities for mass deportations. Companies like CoreCivic and GEO Group stand to benefit from the immigration detention boom.
The Pentagon briefly put Alibaba, Baidu, BYD, and TP-Link on a list of firms linked to China’s military, then removed it without explanation. The move caused stock drops and confusion. The companies denied any military ties and said they may take legal action.
Trucking and logistics stocks fell after new US rules limit commercial driver’s licenses for many foreign drivers. Investors fear fewer eligible drivers could lead to staff shortages, reduced transport capacity, and higher costs across the industry.
