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Global trade is fragmenting as more countries introduce new barriers, and that raises the stakes for investors looking at Japanese founder-led companies. When supply chains keep getting reshaped, businesses where the original builder still owns a big stake can be more willing to adjust quickly and protect long term…
Public resistance to energy hungry data centers is rising just as AI workloads consume more computing power and capital. That creates a filter moment for investors, as attention starts to shift from story stocks to businesses that already earn real money from AI and can justify new server farms, chips, and software…
Marvell Technology stock could make a big move after Oct. 6.