Tariffs squeeze global supply chains. Policymakers and corporate boards are reacting now because rising trade frictions and new levies are colliding with heavy-yearend demand, fresh capital plans and an expensive AI buildout. In the short term, higher import costs are weighing on margins and tilting vendor choices for retailers and tech firms. Over the long term, companies are reshaping footprints, accelerating onshore or near‑shore moves and rethinking inventory models that

Nvidia faces fresh skepticism ahead of its third-quarter earnings report tomorrow (NASDAQ:NVDA). Traders are weighing a recent tech pullback, a key S&P 500 technical breach and mixed hedge-fund positioning. In the short term, the market watches whether earnings and guidance calm doubts or amplify them; over the long term, investors are balancing multiyear capacity commitments and outsized AI demand against elevated valuation metrics and geopolitical risks. The story matters in