MarketPulse

supply chain risk

3 articles
The Motley FoolThe Motley Fool··Keith Noonan

Supermicro Rebounds as DOJ Chip Smuggling Charges Create Uncertainty

Supermicro stock crashed 29.7% in March after DOJ charged co-founder with smuggling $2.5B in restricted Nvidia chips to China. Stock recovering in April.
NVDASMCIstock volatilitysupply chain risk
BenzingaBenzinga··Erica Kollmann

Palantir Doubles Down on Claude Despite Pentagon's Supply-Chain Warning

Palantir pursues Claude AI despite Pentagon's six-month phase-out order, while investor Michael Burry maintains 40% downside prediction citing valuation concerns.
PLTROpenAIAnthropic
GlobeNewswire Inc.GlobeNewswire Inc.··Willis Research Network And Elisabeth Braw

Corporations Face Rising Material Risk From Gray-Zone Geopolitical Tactics

Gray-zone geopolitical tactics—cyber operations, economic coercion, disinformation—increasingly threaten corporate operations. Companies must reassess insurance, elevate geopolitical risk management, and stress-test supply chain resilience.
WTWgeopolitical riskgray-zone aggression