The tech sector won a massive Supreme Court victory overturning Trump-era tariffs. But the expected $129 billion refund is trapped in customs purgatory, and tearing down the tariff wall may doom the new US semiconductor supply chain.
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While Wall Street cheers Nvidia's record supply chain numbers, a catastrophic DRAM and NAND shortage is quietly pushing consumer tech companies toward bankruptcy - ushering in a new era of forced regression for your next laptop and smartphone.
The FDA's refusal to review Moderna's flu vaccine isn't about safety. It is about a retroactive change in math that protects incumbents and drives innovation offshore.
DRAM contract prices just surged 95% in Q1 2026. The cause isn't a supply chain glitch, it's a permanent physical reallocation of the world's silicon to AI.
Google's launch of Gemini 3.1 Pro on February 19, 2026, combines elite agentic reasoning with a 1-million token context window, structurally obsoleting the $2 billion vector database market for bounded enterprise workflows.
Enterprises now run 12 AI agents on average, and half operate in total isolation. Machine identities outnumber humans up to 80-to-1, with 44% still authenticating via static API keys. Two landmark reports published on February 5, 2026 reveal an identity governance crisis that mirrors the SaaS sprawl disaster of the 2010s, but this time the ungoverned tools can act autonomously.
Executive Order 14365 is attempting the largest federal preemption of state law in a generation. By March 11, the DOJ's AI Litigation Task Force will begin attacking California, Colorado, Texas, and Illinois laws designed to regulate algorithmic decision-making. The beneficiaries are not startups. They are the trillion-dollar incumbents.
Canada's new EV rebate rules exclude the most efficient electric cars to subsidize union-made hybrids. It's not climate policy; it's protectionism.
On February 12, the Commerce Department finalized a combined 170% duty on Chinese battery anodes. The problem? The U.S. doesn't make any yet.
Toyota, the automotive world's loudest critic of pure electric vehicles, just confirmed the 2027 Highlander will be EV-only. Here is the regulatory math behind the capitulation.
To power the world's largest AI cluster, xAI bypassed the grid with dozens of unpermitted gas turbines in a Memphis parking lot. The resulting legal battle exposes a terrifying reality: the US power grid is too slow for the AI revolution.
At the Munich Security Conference today, leaders celebrated the end of Russian gas. But a new analysis reveals Europe has simply traded one addiction for another, signing a $750 billion deal that locks its energy sovereignty to Washington for a decade.
The EPA just erased the legal foundation for all federal climate regulation. This is not deregulation. It is the systematic subordination of empirical evidence to political ideology, and history shows exactly where it leads.
The tech sector won a massive Supreme Court victory overturning Trump-era tariffs. But the expected $129 billion refund is trapped in customs purgatory, and tearing down the tariff wall may doom the new US semiconductor supply chain.
We are so distracted by the AI chip wars that we have forgotten about the buildings housing them. First-generation AI data centers built in 2023 are already becoming physically obsolete, creating a $40 billion real estate timebomb that retail investors are currently holding.
The January 2026 Consumer Price Index (CPI) reported inflation at 2.4%. But the number is a ghost. A 43-day government shutdown erased October data collection, forcing the Bureau of Labor Statistics (BLS) to use carry-forward estimates that create an artificial downward bias through April 2026. The Fed, bond markets, and mortgage rates are all calibrated to a broken gauge.
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