Tag: supply bottlenecks

Global Markets

US Manufacturing PMI Hits 53-Month High Amid Cost Pressures

US manufacturing just posted its strongest reading in over four years, yet rising costs and supply snags are creating a...

23/10/2026

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Market News

Next Leg Of AI Trade Hits Infrastructure Bottlenecks

Traders thought model breakthroughs would keep driving the AI trade higher. Then the real constraint appeared: not enough power, not...

12/10/2026

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Market News

Deutsche Bank: The AI Honeymoon Is Over in 2026

Deutsche Bank just declared the AI honeymoon officially over, predicting 2026 as the technology's toughest year with growing disillusionment, massive...

21/01/2026

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