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Our Take

6/4/2025 5:28:21 PM

Trump Tariff Tracker -- June 4

By Matthew West

Almost as soon as they were vacated by the Court of International Trade (“CIT”), President Trump's reciprocal tariffs and...

6/2/2025 11:16:54 PM

By Mona Dajani

Goldman Sachs’ recent analysis by Frank Long, 1,000 homes of power in a filing cabinet - rising power density disrupts AI infrastructure...