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NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand redirected supply toward enterprise storage, according to TrendForce’s second-quarter memory…
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud order intake…
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14, 2026, up 7.39% on a session…
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the rare earth miner the way it bought a stake in…
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core, on 12 August was as expected, generating relatively little volatility…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on…
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed for bitcoin mining into $9.1 billion of…
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public support for Federal Reserve Chair Kevin Warsh form a pattern that investors should take…
Gold can be expected to rise further to the next resistance level 4400.00 (former top of wave iv from the start of June and the target for the completion of…
