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Capital

AI Capital Drives Memory Pricing Across Technology Supply Chains

Apple's Mac price increases reflect more than higher manufacturing costs.

Louie Molina - June 28, 2026

Capital

USMCA 2026 Review: Capital Implications for North America Trade

The USMCA review is injecting policy uncertainty into North American capital allocation.

Louie Molina - June 28, 2026

Capital

Trump’s Shipbuilding Revival Depends on Finnish Icebreakers

Trump’s push to revive U.S. shipbuilding is increasingly reliant on Finnish icebreaker technology, shipyard capacity, and propulsion systems, underscoring America’s limited ability to build these vessels at home.

Louie Molina - June 27, 2026

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