Bulls point to sold-out HBM and DRAM books through 2027, long-term agreements with price floors

Bears focus on the second derivative: sequential price gains are already decelerating and likely peak in 2Q/Q3 of 2027

The US now has just a few weeks left of SPR drains left before it will be time to panic... 

"The indicator most directly capturing the supply shock nature of the Hormuz bottleneck is our measure of seaborne ..." 

The recent reset in equities that flushed out extreme positioning and leveraging is opening opportunities for the rally to broaden...

However, Cohen is not giving up on a potential partnership with eBay. He is reportedly considering... 

“This is some of the clearest evidence yet that an AI model can run a complete cyberattack from start to finish without a human steering it...”

The regulations are related to Saver's Match, a new program introduced to make saving easier and more rewarding for the taxpayer...

Meta has positioned Glimmer against Google's Gemma4-31B and Alibaba's Qwen3.6-27B

Both aircraft were escorted out, the command said, during a weekend of VIP flight restrictions over Bedminster...

Most traders may be out on the beach soaking up the mid-summer sun, but the relentless market newsflow continues for another week...

Shocking footage. 

Iran’s additional demands include the US ending all hostilities and withdrawing its troops from the area. Iran also wants Washington to pay billions in war damages and lift sanctions on the country.

Biggest single attack on Tatarstan of the war...

One negative payrolls print has prompted calls that the jobs market is on the brink, but this neglects to factor in that labour data is notoriously noisy and heavily revised...

Archer will acquire Wisk, air-traffic software provider SkyGrid, and drone manufacturer Insitu. 

"The offering is intended to further enable Intel to pursue the growth opportunities ahead while maintaining a strong balance sheet..."