Tuesday, April 28, 2026

Salvado

Tracking how AI changes money.

175 articles

Chip Makers Pivot to Integrated Solutions as Supply Chain Pressures Mount

Technology Sector

Chip Makers Pivot to Integrated Solutions as Supply Chain Pressures Mount

Mar 31, 2026

U.S. Defense Rare Earth Ban Creates $2B Market Shift as 2027 Deadline Forces Supply Chain Realignment

Commodities & Industrial Stocks

U.S. Defense Rare Earth Ban Creates $2B Market Shift as 2027 Deadline Forces Supply Chain Realignment

Mar 31, 2026

Nvidia China Ban Creates $7B Dual-Infrastructure Cost for Global Tech Companies

Technology Stocks

Nvidia China Ban Creates $7B Dual-Infrastructure Cost for Global Tech Companies

Mar 30, 2026

Huawei's 950PR Chip Targets 750,000 Unit Shipments as Chinese Tech Giants Shift from Nvidia

Technology Stocks

Huawei's 950PR Chip Targets 750,000 Unit Shipments as Chinese Tech Giants Shift from Nvidia

Mar 30, 2026

CFOs Signal AI Infrastructure Cycle as Power Constraints Drive Strategic Positioning

Sector Analysis

CFOs Signal AI Infrastructure Cycle as Power Constraints Drive Strategic Positioning

Mar 30, 2026

US-China Chip Export Controls Split AI Semiconductor Market Into Competing Ecosystems

US-China Chip Export Controls Split AI Semiconductor Market Into Competing Ecosystems

Mar 30, 2026

Chip Design Tools Cut AI Silicon Development Time as US-China Competition Reshapes Semiconductor Supply Chains

Semiconductors & Tech Stocks

Chip Design Tools Cut AI Silicon Development Time as US-China Competition Reshapes Semiconductor Supply Chains

Mar 30, 2026

Banks Deploy Blockchain Infrastructure as Stablecoins Hit $27 Trillion Annual Volume

Banks Deploy Blockchain Infrastructure as Stablecoins Hit $27 Trillion Annual Volume

Mar 30, 2026

Active Fund Managers Cite AI as Alpha Killer as Passive Strategies Gain Ground

Trading & Market Structure

Active Fund Managers Cite AI as Alpha Killer as Passive Strategies Gain Ground

Mar 30, 2026

KKR's $129B Capital Raise Signals Private Equity Push Into AI Infrastructure

KKR's $129B Capital Raise Signals Private Equity Push Into AI Infrastructure

Mar 29, 2026

Automotive Supply Chain Reshoring Accelerates as 2027 Defense Rules Target Chinese Rare Earths

Sector Analysis

Automotive Supply Chain Reshoring Accelerates as 2027 Defense Rules Target Chinese Rare Earths

Mar 29, 2026

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Disruption Fears

Market Movements

Semiconductor Stocks Drop Up to 4.4% on Helium Supply Disruption Fears

Mar 29, 2026

Arm Holdings Targets $15B Annual Revenue from AI Data Center Chips Within Five Years

Semiconductor Sector

Arm Holdings Targets $15B Annual Revenue from AI Data Center Chips Within Five Years

Mar 29, 2026

Teleflex Divests $1.8B in Medical Device Units as AI-Focused Firms Draw Institutional Capital

Healthcare Sector

Teleflex Divests $1.8B in Medical Device Units as AI-Focused Firms Draw Institutional Capital

Mar 29, 2026

U.S. Manufacturing Capacity Expansion Accelerates on Defense Supply Chain Rules and Automotive Technology Shifts

Industrial Sector

U.S. Manufacturing Capacity Expansion Accelerates on Defense Supply Chain Rules and Automotive Technology Shifts

Mar 29, 2026

ARM Targets $15B Annual Revenue with Direct Data Center Chip Sales, Reshaping IP Licensing Model

Semiconductor Sector

ARM Targets $15B Annual Revenue with Direct Data Center Chip Sales, Reshaping IP Licensing Model

Mar 28, 2026

Cisco Price Targets Rise $5 After NVIDIA AI Infrastructure Partnership

Technology Stocks

Cisco Price Targets Rise $5 After NVIDIA AI Infrastructure Partnership

Mar 28, 2026

AI Biotech Clinical Pipelines Target 2026-2027 Commercialization as Wave Life Sciences Reports Body Composition Data

Healthcare Sector

AI Biotech Clinical Pipelines Target 2026-2027 Commercialization as Wave Life Sciences Reports Body Composition Data

Mar 28, 2026

Digital Asset Mortgages Launch as Traditional Finance Integrates Crypto Collateral

Trading Platforms

Digital Asset Mortgages Launch as Traditional Finance Integrates Crypto Collateral

Mar 28, 2026

Gold Surges as Middle East Tensions Trigger Safe-Haven Flight from Risk Assets

Gold Surges as Middle East Tensions Trigger Safe-Haven Flight from Risk Assets

Mar 26, 2026