Trump tariffs stoke supply chain worries for US businesses

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Broadcom ships latest networking chip to speed AI

Broadcom has started shipping its new networking chip, Tomahawk 6, boasting twice the performance of its predecessor. Designed to handle AI-heavy data traffic, the chip is expected to accelerate data center capabilities amid growing AI demand. Analysts believe Tomahawk 6 could give Broadcom a competitive edge in AI infrastructure, especially as companies race to support large language models. Early customers reportedly include cloud giants who are upgrading to meet 2025 data throughput requirements. Read More >>

Trump tariffs stoke supply chain worries for US businesses

A new survey by Gallagher reveals that most U.S. business owners are concerned about renewed tariffs under President Trump, fearing disruptions in supply chains. These concerns echo prior trade tensions, where elevated costs and bottlenecks hampered operations. As global suppliers adjust to potential policy shifts, industries like manufacturing and retail brace for price volatility. This could impact profit margins, inventory strategies, and long-term supplier contracts. Read More >>

Airlines stick to net zero target despite green fuel doubts

Despite concerns over the availability of sustainable aviation fuel, global airlines reaffirmed their net-zero emissions target by 2050 at a recent summit. The industry’s commitment is challenged by supply constraints and cost hurdles. IATA, representing over 350 airlines, emphasized that hitting sustainability goals would require major advances in fuel technology and international policy support. Long-term, carriers aim to balance expansion with environmental obligations. Read More >>

FX options market positioned for further dollar weakness

The U.S. dollar steadied after a steep drop, but forex options suggest more downside ahead. Traders cite persistent trade friction, weaker economic outlook, and shifting rate expectations as factors pressuring the greenback. Many investors are hedging against further decline using long-dated options, suggesting pessimism remains high. This positioning comes as Fed signals remain unclear and global demand for alternative reserve assets grows. Read More >>

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