.Tariffs, as usual, are harming. This is esp the case when the US imports very few raw chips relative to electronics that contain chips: www.breakingviews.com/columns/big-...

Chip grants are great. But more is needed to operate them. Data from Mckinsey:

Investment in F1 teams is rising as the business has more sustainable financials and sponsorship deal values have been on the rise:

What can he do beyond pouring capital into AI startups? Read here: www.breakingviews.com/features/mas...

Masa Son also probably has $28 billion of headroom for a possible future spree, based on Breakingviews calculations using the company’s most recent reported asset values. www.breakingviews.com/features/mas...

Arm's share price surge has helped... www.breakingviews.com/features/mas...