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.

The classic 60/40 portfolio once delivered steady growth and balance, but today’s markets tell a different story. Inflation, volatility, and shifting correlations have left many investors asking if 60/40 is dead. This article breaks down why the old model is under pressure and how modern portfolio construction can help investors build strategies that actually work.

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