UBS: TSMC's 'Surprise CapEx Hike' Reinforces Confidence In AI Supply Chain

Dry Van Spot Rates Highest Since 2022 As Spring Tightens Capacity Submitted by FreightWaves, The freight market momentum is building at a rapid clip. National dry van spot rates — tracked via the SONAR National Truckload Index, the 7-day moving average of booked rates including fuel — have broken out to a new cycle high of $2.89 per mile. This represents the strongest level since 2022 and confirms the market’s shift toward carriers is gaining real traction. Even more telling: rates jumped $0.12 per mile in the past week alone. That’s a sharp...

"Taiwan Loses Its Strategic Importance In 18 Months," Says Chamath Palihapitiya In an interview with Fox News' Bret Baier that aired Friday, President Trump said that he doesn't want "to travel 9,500 miles to fight a war" over Taiwan. "I'm not looking to have somebody to go independent and, you know, we're supposed to travel 9,500 miles to fight a war," Trump told Baier. "I'm not looking for that. I want them to cool down. I want China to cool down." Taiwan has been a major point of friction between Washington and...

GameStop CEO Prepares Takeover Bid For eBay Update: GameStop - the meme stonk that also happens to sell video games, is making an unsolicited offer to buy Ebay for around $56 billion, and already has a commitment letter from TD Bank to provide $20 billion in debt financing to help make it happen, the Wall Street Journal reports.  Late last month, eBay reported strong first-quarter results. Anna Webber/Getty Images for Teen Vogue According to Cohen, GameStop has built up a 5% stake in Ebay and is offering $125/share in cash and stock - which makes for a roughly 20% premium...