Wall Street
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Are delay risks starting to weigh on Nvidia’s valuation narrative?
Recent reports of delays in Nvidia’s next-generation AI infrastructure, including systems based on the Vera Rubin platform, are causing a…
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Michael Burry is shorting Micron – Is this the end of the semiconductor bubble?
Michael Burry, the investor known for his successful bet against the U.S. housing market ahead of the 2008 crisis, is…
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Independence Day: chip stocks and the yen recover
There is a positive tone to markets to end the week. A mixture of relief post the payrolls data, a…
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AeroVironment jumps 13% on $500M U.S. Army counter-drone contract
AeroVironment shares (AVAV.US) are gaining around 15% after the company announced a $500 million contract with the U.S. Army to…
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AMS OSRAM – Is it the next Micron?
Ams OSRAM may be associated by most investors with selling light bulbs. However, recent events and changes at the company…
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Huge SK Hynix sell-off. Has the AI bubble just burst? A bargain or a return to reality?
The rise in stock prices on the exchanges, driven by artificial intelligence, resembled an uncompromising, hands-off ride on the world’s…
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Today Markets – NFP Preview
NFP preview: Will there be a World Cup boost? The June payrolls report is released today at 1330 BST, a…
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Memory as the Foundation of Modern Cars. Micron and General Motors Sign Strategic Agreement
Micron and General Motors have entered into a long-term agreement for the supply of semiconductor memory used in the American…
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The defense industry is recouping losses – is this a trend change?
European and U.S. defense companies are reporting further orders that point to sustained demand for military equipment. After many months…
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Nike Slides After Earnings – Shares Hit a 12-Year Low
Key takeaways Nike warns of a longer turnaround as weak China demand overshadows earnings beat The company reported revenue of…
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