Everything on Healthcare & Supply Chain

MedTech and hardware-heavy companies face margin compression from rising chip, energy, and logistics costs. Complex global supply chains are amplifying cost pass-through challenges.

Impact: Firms lacking pricing power or vertical integration will experience earnings downgrades, shifting capital toward suppliers with diversified networks.

— from AI CapEx Surge, Fed Uncertainty, and China's Demographic Shift · Alles auf Aktien – Die täglichen Finanzen-News· Apr 30, 2026