Samsung, SK Hynix and Micron face a new US DRAM antitrust lawsuit. Plaintiffs allege the chipmakers restricted supply to lift ...
Trump’s 2025 disclosure shows over $1.4B in crypto-linked income. CIC Digital reported $635M in royalties tied to Trump meme ...
Physical/edge AI is shifting inference from cloud to cameras/robots/industrial sensors, and AMBA is positioned as a “pure ...
Key Risk: A sudden rise in layoffs/discharges that turns “resilient” into “deteriorating” labor demand. Buy 2Y Treasury (IEF) ...
Nasdaq-100 inclusion on Jul. 7 forces passive funds/ETFs (including QQQ) to buy shares, and the article cites ~$4.3B in ...
Wells Fargo lifted server CPU revenue forecasts sharply (to $25B by 2028) and assumes AI-driven server CPU demand stays ...
The news re-centers investors on Intel’s manufacturing turnaround milestone (14A node) and foundry ambitions, and the stock ...
That supports continued earnings momentum for memory makers (Micron, Western Digital, Seagate) and keeps capital flowing into ...
Dow opens flat as Wall Street heads for a strong quarterly finish. S&P 500 and Nasdaq eye best quarter in six years. Oil, Fed ...
Buy SPY for a July “strong summer rally” setup: seasonality (best first-half July in a century), improving sentiment after ...
The AI boom tailwind is real, and PANW is the category leader. Key risk: valuation compresses fast—forward P/E ~80 and RSI ...
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