Microsoft spent $115.9bn on property and equipment in the twelve months to 30 June 2026, and the market’s opinion of that number reversed twice inside six months. On
NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand redirected supply toward enterprise storage, according to TrendForce’s
Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud
Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of $115.79 to $971.66, so
A 184% year does not make a stock cheap or expensive — it changes what the bull case has to prove. AMD closed at $514.39 on August 14,
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14, 2026, up 7.39% on
The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more interesting, and almost every write-up of the trade
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the rare earth miner the way it bought a
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core, on 12 August was as expected, generating relatively
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied – XLE gained 7.6% and