China’s new trade measures and Trump’s tariff threats have reignited global market volatility. With supply chains shifting, commodities tightening, and U.S. industrial policy in focus, investors who position strategically in energy, infrastructure, and technology can turn this geopolitical friction into long-term opportunity.

Intel and NVIDIA just shook up the semiconductor landscape with a $5B partnership. This deal goes far beyond capital - it signals a shift in strategy, competition, and U.S. industrial policy. Intel gains a new lifeline in AI and data centers, NVIDIA tightens control of its CPU-GPU stack, and the broader ecosystem from hyperscalers to equipment suppliers stands to benefit. Combined with the U.S. government’s 9.9% Intel stake, this marks a turning point for American chip leader

The U.S. government is set to buy nearly 10% of Intel in a deal worth $8.9 billion. This is not a bailout but a historic step to strengthen America’s chipmaking capacity. For investors, it means short-term dilution but long-term stability and confidence that Intel’s projects will move forward. Our full article explains what this means for Intel shareholders, the semiconductor industry, and the markets.