CXMT’s 466% debut hit Micron and SK Hynix — its…
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…
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…
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm payrolls fell…
Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company has ever done, and the…
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…
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…
CoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The company guided second-quarter revenue to…
Nebius is not being valued on the quarter it reports on Wednesday. It is being valued on a promise it has to keep by December,…
Apparent deescalation in the Gulf and lower expectations for the Fed to hike twice have been negative for the US dollar. The dollar declined in…
The market did not punish Honeywell Aerospace for missing a quarter. It punished the company for admitting that the bottleneck is not going away, and…
Micron trades at roughly 6.4x forward earnings, and almost everyone reads that number backwards. A single-digit multiple on a $1 trillion company looks like the…
Updated 6 August 2026 — AMD (NASDAQ: AMD) closed at $482.05 on Wednesday 5 August 2026, down 7.04% (−$36.53), per StockAnalysis. Market capitalisation is $786.93…
Every Rocket Lab (RKLB) price prediction hinges on the same event: the first launch of the Neutron rocket, penciled in for the fourth quarter of…