US Awards GlobalFoundries $300 Million to Build Faster, More Efficient AI Chip Links
GlobalFoundries receives $300M US funding to advance silicon photonics, targeting 400Gb/s speeds and 5x energy efficiency for AI data centers.
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#Trump Trade↓
Trump Administration Taps Oklo and X-Energy to Power AI Data Centers with Advanced Nuclear Reactors
A new federal initiative brings Oklo’s Aurora and X-Energy’s Xe-100 reactors into the spotlight as solutions to AI’s surging electricity demand.
Crypto Markets Rally as CLARITY Act Nears Senate Floor Vote After White House Ethics Breakthrough
Bitcoin and Coinbase surge after Bessent signals the CLARITY Act is close to passage. White House ethics agreement removes final hurdle ahead of August recess.
Apple Commits Over $30 Billion to U.S. Manufacturing in Major Broadcom Deal
The largest investment under Apple’s American Manufacturing Program.
Trump’s Praise Triggers Second Dell Stock Rally in 2026
The president has also favorably mentioned Micron, Intel, AMD, Hewlett Packard Enterprise, and several other publicly traded companies since beginning his second term in the White House.
Solar Stocks Split as Trump Administration Prepares Chinese Inverter Import Ban
Wells Fargo sees big upside for NextPower, while Enphase and SolarEdge get "limited" benefit.