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Forget the reflex that says memory chips are dumb commodities doomed to boom and bust. The single most important number in Micron Technology’s (NASDAQ: …

The lazy take on Taiwan Semiconductor Manufacturing Company (TSMC) is that it is just another expensive artificial-intelligence (AI) trade. It is not. TSMC is …

Stellar (XLM) has staged a powerful market breakout, decoupling from the broader crypto sector …

EURGBP cryptocurrency can be expected to rise to the next round resistance level 80000.00 …

Middle East tensions, driven by US-Iran conflict, trigger energy-related inflation fears, central bank hawkishness, …

Surging US yields bolster the dollar, while Middle East oil shocks trigger inflation fears, …

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The standard framing of BitMine Immersion Technologies (BMNR) is that it is a leveraged bet on Ethereum. That description …

Most Marvell Technology (MRVL) coverage frames the debate as a question about AI demand. The analyst distribution says the …

The week of July 14–18 was notable due a first disinflationary CPI print for the long time. Kevin Warsh’s …

The comforting story about SpaceX stock is that Thursday’s aborted Starship launch was just an engineering hiccup and the …