Corporate & Deals External report
US arrests Saudi employee of OpenAI for allegedly bugging its offices
AI lab discovered a recording device concealed behind a television in a conference room
Reporting and analysis
Industrial markets, manufacturing and procurement reporting.
Journal
Latest reporting
Latest reporting
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Markets Observed
The VIX rises 10.5%
The latest reading puts the VIX rose 10.5 percent to 16.87 index in October 13 to 14, 2026, from 15.27 index. Source: FRED.
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Markets Observed
The US high-yield bond spread rises 2.8% to 3.25%
The latest reading puts the US high-yield bond spread rose 2.8 percent to 3.25% in October 13 to 14, 2026, from 3.16%. Source: FRED.
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Markets Observed
The 10y-2y Treasury spread slips 11.9%
the 10y-2y Treasury spread fell 11.9 percent to 0.37% in October 13 to 14, 2026, from 0.42%. Source: FRED.
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Manufacturing External report
Amperesand Aims to Smooth AI Data Center Power Spikes
See how Amperesand’s solid-state transformers aim to tame AI data center power spikes with batteries, 800 VDC conversion, and microgrid control.
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Corporate & Deals External report
US arrests Saudi employee of OpenAI for allegedly bugging its offices
AI lab discovered a recording device concealed behind a television in a conference room
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Corporate & Deals External report
Chip stocks slide after Broadcom boss warns of ‘casino’ mentality in AI investing
Declines for Samsung and SK Hynix drag Korea’s Kospi sharply lower as investors fret over the scale of AI investment
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Corporate & Deals External report
Bank of America fined $1.2bn over money laundering failures
US bank failed to flag $5bn in suspicious transactions linked to suspected illicit finance from China and the southern US border
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Supply Chain External report
Samsara makes AI agent platform generally available, reports 7x adoption growth
Samsara has made its no-code Agent Studio platform generally available, allowing customers to build AI agents for tasks such as driver compliance monitoring, operational reporting and driver communication. …
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Supply Chain External report
Despite new record, Port of LA chief warns of tariff-driven planning risk
After the busiest month in its 118-year history, tariffs and sourcing shifts roil the trans-Pacific trade lane.
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Supply Chain External report
Saudi Arabia Strikes Houthi Targets as Red Sea War Escalates
Yemen's Iran-allied Houthis said Saudi Arabia was attacking the Yemeni capital Sanaa on Tuesday after a Saudi-led coalition warned civilians to stay away from an oil depot on …
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Supply Chain External report
25,000 Drivers Lost: US-Mexico Border Crisis Explained
Cross-border freight capacity is facing unprecedented challenges. With 25,000 Mexican driver visas revoked, and significant tender rejections at both the US-Mexico and US-Canada borders, rates are skyrocketing. Learn …
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Supply Chain External report
Canada Tariffs Are Changing Freight Strategy Fast
Canada-US trade tension is forcing fast changes in cross-border logistics. James Edge breaks down how importers, exporters and retailers are handling tariffs, shifting demand and new data requirements. …
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Supply Chain External report
Mexico truck exports soar 145% as US demand accelerates
Mexico's heavy-duty vehicle exports surged 144.6% in September, driven in part by U.S. demand ahead of new emissions requirements.
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Supply Chain External report
How National Debt Affects Freight Costs and Financing
U.S. debt topped $40 trillion and interest now exceeds $1 trillion a year. Here’s how rising borrowing costs hit truck financing, carriers and warehouses.
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Supply Chain External report
SONAR Pricing Power Index Slips to 70 as Intermodal Contract Rates Fall
The SONAR Pricing Power Index fell to 70 this week as intermodal contract rates and ocean bookings softened. Truckload rejections held near 13.9%.
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Supply Chain External report
ABS Helps Industry Put Augmented Reality to the Test
Augmented reality (AR) can help industrial crews perform tasks more efficiently and consistently, but widespread deployment will depend on demonstrating that productivity gains can be achieved without compromising …
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Supply Chain External report
CCT Auto Trans expands car haul coverage map in Livingston VTS deal
Car hauler CCT Auto Trans announced it has acquired industry peer Livingston Vehicle Transportation Services.
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Supply Chain External report
Bed Bath & Beyond parent company taps AI to unify forecasting, replenishment
Neighborhood Intelligence is using Relex Solutions to reduce supply chain complexity across its brand portfolio, which includes The Container Store and Kirkland’s.
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Supply Chain External report
Fire Forces Crew to Abandon Research Vessel Off Louisiana
A fire aboard a seismic research vessel in the Gulf of Mexico forced dozens of crew members to abandon ship Monday, with nearby offshore supply vessels helping bring …
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Supply Chain External report
Supertankers Turn From Gulf Oil Transfer Hub Amid Iran’s Attacks
A growing number of empty supertankers have been turning away from the Persian Gulf as escalating Iranian attacks threaten a critical transfer hub for wartime oil shipments.
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Supply Chain External report
Trump’s Diesel Deal Irks Allies and Is Unlikely to Reduce Prices
President Donald Trump’s deal for Russian diesel exposed the US to legal questions, opened a rift with his Republican allies and European leaders and heightened tensions with Ukraine …
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Corporate & Deals External report
White House asks US envoy to Greece Kimberly Guilfoyle to resign
Donald Trump had said he was considering firing the ambassador after reports claiming she accepted improper gifts
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Manufacturing External report
Raytheon secures 2 Pentagon contracts worth $30.7B combined
The agreements will boost production of Standard Missile-3 Block IB and Standard Missile-6 interceptors at the RTX subsidiary’s Alabama and Arizona facilities.
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Supply Chain External report
11 Missing as Drone Attacks Strike Two Ships Near NATO Waters
Eleven sailors were missing at sea on Tuesday from a ship sunk by a drone attack off the coast of Bulgaria, possibly the second deadly sinking of a …
