2025-04-05
Bloomberg
Analysis: tech companies have pledged at least $1.4T in US spending since Trump was elected, although many of the plans aren't new and not all will be fulfilled
But if history is any guide, not all of it will materialize Scott Lincicome / @scottlincicome : There are more automotive factories in the US today than in 2015: — www.bloomberg.com/news/feature... ...
2022-12-12
Bloomberg
Even after recent declines, FAANG stocks account for 10%+ of the S&P 500 weighting, meaning subpar performance in the coming years will be a drag on the market
Kit Rees / Bloomberg : Tweets: @markets , @andres_leal7 , and @scottlincicome Tweets: @markets : For some investors, this year's rout in high-flying tech stocks marks the end of an era for giant comp...
2022-06-27
Wall Street Journal
Taiwan-based GlobalWafers announces plans to build a $5B silicon wafer factory in Sherman, Texas, aiming to reach 1.2M wafers per month, covering all US demand
Yuka Hayashi / Wall Street Journal : Tweets: @scottlincicome , @emiliesimons46 , @wenyee_lee , @chrismeagher46 , and @rm_patterson Tweets: Scott Lincicome / @scottlincicome : Yet another US semicondu...
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