CXMT’s 25% HBM Yield Is the Number That Decides the…
The consensus memory trade rests on a single assumption: Chinese supply cannot arrive before the 2027 demand peak. That assumption is now carrying more weight…
The consensus memory trade rests on a single assumption: Chinese supply cannot arrive before the 2027 demand peak. That assumption is now carrying more weight…
WTI crude oil can be expected to rise further to the next resistance level 95.00 (target price for the completion of the active intermediate impulse…
Intel could reduce its workforce by another 5% to 10% as chief executive Lip-Bu Tan continues to remove management layers and withdraw resources from lower-margin…
US stock futures fell on Tuesday as oil prices surged towards $100 a barrel, reviving inflation concerns before a crucial run of US price data…
Samsung and TSMC, two of the world’s largest semiconductor manufacturers, are moving ahead with ASML’s most advanced chipmaking equipment, strengthening the case for continued growth…
Micron and SanDisk stocks rose in Tuesday premarket trading, extending the memory-stock rally as investors bet on tight supply and AI demand. The gains follow…
Fermi is not an AI stock that fell out of bed with the rest of the AI trade. That is the lazy read, and the…
The story you will read about Bloom Energy this month is that S&P 500 inclusion validates the stock. It does not. Index membership is a…
Nokia is not a broken AI trade. It is a misclassified one. The shares have doubled over twelve months — $4.60 on 4 September 2025…
Investors are turning their attention to US inflation data due later this week, with the August consumer price index report expected to play a crucial…
Vodafone share price has done well in the past few years and is now hovering around its highest level since 2018 as the turnaround strategy…
Lloyds share price has crawled back in the past few days, moving from a low of 108.25p on September 1 to the current 112.75. It…