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The Latest Breaking News from Supply chain

Unusual Machines Seen As Key Winner From America's Push To Cut China Out Of Drone Supply Chain

Unusual Machines (NASDAQ:UMAC) is emerging as a key U.S. supplier in the reshoring drive for drone components, with defense demand and government-backed investment in unmanned aerial systems expected to fuel a sharp revenue ramp over the next two years.

Benzinga

Tariffs Are Now 'Immaterial' For Palo Alto Networks Following Its US Manufacturing Shift—The 'Only Pure-Play Cybersecurity Firm' To Do So

Cybersecurity giant Palo Alto Networks Inc. (NASDAQ:PANW) says that tariffs are no longer a meaningful risk to its hardware business after shifting a bulk of its supply chain and production to the United States.

Benzinga

AI Takes Apple's Edge? Foxconn's Pivot Could Spark ETF Shift

Foxconn’s (OTC:HNHPF) recent earnings indicate a revolutionary shift in the global technology supply chain, one that could resonate across the ETF universe. A company that was once as familiar as Apple Inc’s (NASDAQ:AAPL) iPhone assembler is now bringing in more revenue building AI servers than consumer electronics — a first…

Benzinga

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What’s Causing the Rise in Unlabeled Meat Packaging?

Shoppers across the country have reported an unsettling trend in the meat department of their local grocery stores. They are seeing an increase in meat products sold in generic, unlabeled, or poorly labeled packaging. This can range from a simple, butcher-paper-wrapped package with a handwritten sticker to a vacuum-sealed tray…

Grocery Coupon Guide

Apple Expects $1.1 Billion Tariff Hit in 4th Quarter After $800 Million Q3 Hit; CEO Tim Cook Warns ‘Many Factors That Could Change’

Tim Cook warns tariffs cost Apple $800M in June, projects $1.1B in September; cites volatile trade policies, potential margin pressure, and supply chain geopolitical risks.

Barchart

Why Some Grocery Items Vanish Every Summer

Every year, as temperatures rise, shoppers notice certain staples missing from store shelves. It’s not your imagination—summer truly does make some grocery items harder to find. Grocers often point to the heat as the main culprit. High temperatures speed up spoilage, disrupt supply chains, and send demand soaring for seasonal…

Grocery Coupon Guide

Tariffs, Producer Prices, And Small-Cap ETFs: A Pressure Test For Margins

The July Producer Price Index (PPI) jumped 0.9% month-over-month, the largest increase since June 2022 and far above expectations, as President Donald Trump's tariff hikes rippled through the supply chain. On a yearly basis, headline PPI surged from 2.4% in June to 3.3%, while core PPI (excluding food and energy)…

Benzinga

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Nvidia and AMD’s ‘special treatment’ from Trump shakes up an already tangled global chip supply chain

“If Nvidia and AMD are given special treatment…why shouldn't other companies be doing the same?” says one expert.

Fortune

This American Knife Maker Backed Trump. Now, His Tariffs Are Cutting Into Profits

A national tariff strategy is sound in theory. The government imposes hefty taxes on imports; foreign goods become more expensive; and thus consumers and businesses are nudged toward “buying American."

Benzinga

T1 Energy Strikes Corning Partnership, Targets 6,000 US Jobs In Solar Push

T1 Energy (NYSE:TE) stock jumped on Friday after the company and Corning (NYSE:GLW) announced a strategic commercial agreement to strengthen the U.S. solar supply chain and scale advanced manufacturing of affordable, fast-to-deploy energy solutions.

Benzinga

Which Car Features Are Disappearing Due to “Silent Recalls”?

If you’ve noticed your car is suddenly missing a feature you loved, you might have been caught in the wave of silent recalls. Unlike traditional recalls, these changes happen without public announcements or trips to the dealership. Instead, manufacturers quietly remove or disable features through software updates, supply chain decisions,…

Clever Dude

9 Store Brands Outsourcing to Risky Suppliers

We trust our favorite grocery chains to ensure the safety and quality of their store-brand products. However, most retailers are not manufacturers. They outsource the production of their private-label items to a complex and often anonymous network of third-party suppliers, many of which are located overseas. This reliance on outsourcing…

Grocery Coupon Guide

What parts does Australia supply for the F-35s striking Gaza – and should shipments be halted?

The Greens have urged Labor to stop supplying F-35 parts to a global supply chain accessed by Israel – while the government has criticised ‘misinformation’

The Guardian - AU

Producer Inflation Explodes In July As Trump Tariffs Feed Through (UPDATED)

Editor's Note: This article has been updated to include additional context.

Benzinga

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Benzinga

DOE Unveils Fresh $1 Billion Funding To Boost US Critical Minerals

The U.S. Department of Energy (DOE) has announced plans to issue nearly $1 billion in funding opportunities to scale mining, processing, and manufacturing technologies for critical minerals and materials. This plan follows President Donald Trump’s Unleashing American Energy executive order, aiming to strengthen domestic supply chains essential for energy, defense,…

Benzinga

First Trust Debuts ETF Aligned With Shifting Global Trade Dynamics

First Trust Advisors has introduced a new thematic fund targeting opportunities as global supply chains tighten and specific aspects of production migrate closer to the U.S.

Fortune

How deals with Apple and Trump’s Pentagon turned rare earth miner MP Materials into a red-hot stock

MP Materials aims to build a U.S. rare earths and magnets supply chain that can eventually compete with China.

International Business Times

The Right Place, The Right Time: GreenfieldAnalysis.ai Redefines Facility Placement

Whether a distribution center, warehouse, or manufacturing site, its location impacts everything, from transportation efficiency to customer satisfaction and sustainability goals.

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Caixin Global

Commentary: Trump’s Flood of Tariffs Will Create a Tsunami in Asia’s Supply Chains

Chinese companies now need to double down on Asia, both as a market and a production base

TechRadar

I am a robotic expert and here are 5 things you should do about autonomous mobile robots

How Autonomous Mobile Robots (AMRs) fill labor gaps, cut costs, and speed up fulfilment.

Benzinga

The Trade Desk Q2 FY2025 Earnings Call Transcript

The Trade Desk, Inc. (NASDAQ:TTD) reported its second-quarter financial results after Thursday’s closing bell.

Benzinga

YETI Holdings Q2 FY2025 Earnings Call Transcript

YETI Holdings, Inc. (NYSE:YETI) reported its second-quarter 2025 financial results ahead of the opening bell on Thursday. Below are the transcripts from the Q2 earnings call. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. OPERATOR Good morning ladies…

Grocery Coupon Guide

7 Reasons Your Produce Is Rotting Faster Than It Used To

You just got back from the grocery store, excited to eat healthier—only to find your lettuce slimy and your berries fuzzy two days later. If it feels like your fruits and veggies are spoiling faster than they used to, you’re not alone. More shoppers are complaining about rotting produce just…

Grocery Coupon Guide

Why Are Some Retailers Limiting How Much You Can Buy of Certain Items?

You walk into your favorite store to pick up everyday essentials—only to find signs that say, “Limit 2 per customer.” From toilet paper to baby formula, retailers are once again placing restrictions on how much you can buy. While it might feel frustrating or even unnecessary, there’s usually more behind…

Benzinga

Trump Tariffs Challenge SMCI's AI Business, But Global Supply Chain Eases Blow After Weak Q4

Super Micro Computer Inc. (NASDAQ:SMCI) reported a challenging fourth quarter for fiscal year 2025, with management attributing a decline in earnings per share primarily to the impact of tariffs imposed by President Donald Trump.

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