’s Nasdaq listing can not only reset the AI memory trade but also accelerate it. The company is weaponizing Wall Street to ensure it retains its leadership position in the hottest market since the AI boom started booming. With control of approximately 60% of the high-bandwidth memory (HBM) market, which is critical for advanced computing, ...
The Middle East ceasefire breaks down… Luke Lango says corrections are a feature, not a bug… his gameplan for where to buy… a contrarian 14% Bitcoin play from Jonathan Rose… As I write on Wednesday, the ceasefire between the U.S. and Iran is over. At least, that’s how President Trump described it. Overnight, three commercial ...
Shares of were up more than 40% in the month ending July 6, after the company announced positive results from its late-stage (Phase 3) trial of its lead candidate, Obefazimod, which is being designed as a long-term maintenance treatment for ulcerative colitis (UC). The rally pushed ABVX nearly to its all-time high of $146.41, set ...
American Bitcoin Corp (NASDAQ:) co-founder Eric Trump celebrated on X on July 7, 2026, as the company’s treasury surpassed 8,000 BTC, valued at around $504M. The Bitcoin price is trading for around $62,000 at the time of writing. He congratulated the ABTC team despite the company’s shares dropping by -23.2% to close at $6.52 that same ...
Credo Technology (CRDO) is evolving into a vertically integrated leader, moving away from a focus on copper interconnects toward the integration of new silicon photonics technologies. Explosive growth in revenue and operating profit confirms that CRDO shares are not overvalued. Using the traditional P/E ratio, the company is trading at a 47.1% discount relative to ...
The AI race is starting to look less like a software land grab and more like an arms market where both sides have suddenly realised they may be exporting too much of the ammunition. Takeaways • Beijing may be preparing to restrict access to its most advanced AI models, turning China’s low-cost model advantage from ...
The issue is not that demand for AI is evaporating. It is that the price of intelligence is beginning to fall faster than many investors expected. Takeaways Token demand is not the same thing as token pricing power. AI usage can keep compounding while realised spend per token falls under free credits, aggressive discounting, smarter ...
Listen to the audio version of this article (generated by AI). Today’s AI wobble, explained… great results from Samsung, and yet the Kospi tanks… long-term perspective for short-term fears… how one trading system created 920% gains Another day, another wobble in the AI trade… As I write on Tuesday, South Korea’s Kospi just closed down ...
is not known to shy away from controversial topics. However, as it relates to the frontier large language models (e.g., , ), Palantir had been pulling its punches. That changed in a recent interview that Palantir co-founder and CEO Alex Karp gave to CNBC. In the interview, Karp said what the company’s business model has ...
Jonathan Rose found all of them in 14 major stocks. Here’s what to avoid – and where the money is going instead. Listen to the audio version of this article (generated by AI). Editor’s Note: One thing I’ve learned over the years is that markets often give you clues before a big change takes place. ...
