Rising rates and oil costs are stalling the spring homebuilding recovery, hitting major firms like D.R. Horton and Lennar with lower margins and weak demand.
Geopolitical conflict in Iran is driving a rapid shift toward nuclear and renewable energy as nations prioritize domestic security over traditional fuel imports.
The Pentagon is negotiating with automakers to pivot factory capacity toward military production to address critical supply shortages.
Companies are using geopolitical tensions to justify price hikes, leading to permanent margin expansion and higher costs for consumers.
Semiconductor leaders TSMC and ASML report surging demand as cloud providers accelerate data center investment in AI.
