ON Semiconductor Corporation
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The Defense Execution Trap: Pricing the Procurement Bottleneck
Jul 21, 2026
This week’s headlines show two forces colliding: Washington is making it harder to waive foreign-sourcing rules for weapons production (no more 'we tried nothing and we're out of options' waivers for
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The Freight Utility Race: Pricing the Capacity Constraint
Jul 16, 2026
The Port of Los Angeles quietly hit a June cargo record this week, and the U.S. industrial construction pipeline just spiked 18% year-over-year in the second quarter. This isn't a repeat of the pandem
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The Two-Front Procurement War Splitting Aerospace
Jul 7, 2026
On Monday, headlines captured a perfect snapshot of aerospace's existential divide: a commercial drone manufacturer declared an autonomous "arms race" just as legacy prime Sikorsky confirmed it would
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