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Donald Trump attributed Korea Zinc's multi-billion dollar smelter project in Tennessee to his tariff policies.
U.S. President Donald Trump stated at a campaign rally in Clarksville, Tennessee, on Saturday that Korea Zinc's multi-billion dollar smelter project in Tennessee is a major victory for his tariff policies in attracting foreign investment and creating jobs. The project, named "Project Crucible," comes as Washington seeks to strengthen domestic critical mineral supply chains.
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Disclaimer: This content reflects the author's personal views only and does not constitute investment advice.
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Solidigm, a subsidiary of South Korean company SK Hynix, may list in the U.S. with a valuation of up to $150 billion.
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Goldman Sachs Strategists: Expect AI capital expenditure growth to slow in 2027, with earnings growth decelerating from 30% at that time.
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Al Jazeera Analysis: Gaza War Driving Israeli Politics Rightward, Extreme Rhetoric Increasing Ahead of Elections
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Goldman Sachs Strategists: U.S. Stock Market Breadth Narrowest Since Dot-Com Bubble, But Expect Market to Rise by Year-End
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Foreign ownership of Samsung Electronics falls to 18-year low of 46.37%, SK Hynix holdings also drop below 50%
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Goldman Sachs Strategists: The AI investment narrative is shifting from hardware to the application layer, with the market eagerly anticipating the "next AI story" such as "personal agents."
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Samsung Electronics has locked in approximately 80% of its memory chip production capacity for next year through long-term agreements, with tech giants vying for the remaining 20%.
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Goldman Sachs Analysis: US AI Hashrate Spot Rental Prices Are Double Long-Term Contracts, Far Exceeding Cloud Providers' Breakeven Thresholds
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Morgan Stanley: US AI Infrastructure Risk Financing to Reach $33.5 Billion in 2026, Doubling from 2025, as Capital Shifts from Single Components to "AI Factory" System Integration
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Morgan Stanley: Market Underestimates CATL's Resilience, Maintains "Overweight" Rating for A-shares, Target Price 500 Yuan
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