Topics · 11 pieces
Geopolitics
Everything we've published tagged geopolitics.
The 54-Year-Old Who Built the Most Important Company on Earth
Morris Chang turned down Texas Instruments at the peak of his career to chase an idea no one else believed in. Forty years later, your phone, your laptop, and the entire AI revolution depend on what he built.
Record Highs, Peace Hopes, and a Wall of Earnings: Where the Dominoes Fall Next
The S&P 500 just hit another all-time high — but the real action is in what happens next across tech, oil, defense, and emerging markets.
Arm Holdings Just Lost $20 Billion in a Day. The Dominoes Are Still Falling.
A chip-sector rotation, a nosebleed valuation, and a CEO with two jobs — here's the map of what happens next.
Salesforce Just Had Its Worst Day in Years — and the Damage Isn't Contained
A geopolitical war, a $25 billion buyback gone wrong, and a sector-wide repricing that smart generalists need to understand.
Record Highs, Tesla Beats, and a Ceasefire That Could Unravel
Three tailwinds hit at once — but one of them is held together with tape and hope.
The Strait That Broke the Streak
How a narrow waterway between Iran and Oman just ended the Nasdaq's best run in 34 years — and what it means for oil, defense stocks, and your wallet.
The World's Most Important Shipping Lane Just Reopened. Here's What Falls Next.
Iran unclogged the Strait of Hormuz, oil crashed, and stocks hit record highs — but the second- and third-order effects are where the real money moves.
SoftBank's Trillion-Dollar Do-Over
Masayoshi Son lost billions on startups — now he wants to build America's AI backbone, and the ripple effects reach far beyond tech.
ARM: The Most Powerful Tollbooth in Tech
Every smartphone chip on earth pays ARM a fee — now it wants the same deal from every AI data center.
The $580 Billion Bottleneck: Why Every AI Chip on Earth Runs Through One Dutch Company
ASML's monopoly on the machines that print advanced chips is the most important chokepoint in tech — and earnings on Tuesday could move the entire sector.
The Most Important Company You Don't Think About Enough
TSMC just printed another monster quarter — and a naval blockade 5,000 miles away is reminding everyone why its stock still trades at a discount.