“Business is the art of seeing things as they could be”
NEWS
NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand…
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the…
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at…
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the…
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core,…
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese…
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning…
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public support for Federal Reserve…
Gold can be expected to rise further to the next resistance level 4400.00 (former top of wave iv from the…
Updated 7 August 2026, 9:15am ET. Oklo (NYSE: OKLO) traded at $44.05 in Friday pre-market, up 4.27% (RTTNews quote, 8:02am…
The artificial intelligence investment landscape experienced a massive shock as Ken Griffin’s Citadel LLC stepped in to acquire the bulk…
For most of the past two years, investors concentrated almost exclusively on the companies designing AI chips or building the…
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