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How AI started turning memory into a structural bottleneck

The semiconductor market in early 2026 is experiencing a dramatic reversal that has caught many investors off guard. While Nvidia and other GPU makers trade sideways, memory stocks like SanDisk, Micron, and Western Digi…

Finance

Memory chip shortage: How crazy could it get?

Prices of memory are going crazy. SemiAnalysis has been calling this out for over a year since late 2024. The scariest thing is that we aren't even close to the peak. We go through fab by fab production and expansion ve…

Finance

S&P Global Ratings upgrades Nvidia to AA on explosive AI demand

Korean companies are experiencing a broad-based decline in credit ratings, with more downgrades than upgrades recorded in the first half of this year, according to credit rating agencies and market analysts Tuesday.

Finance

The road to SpaceX’s juggernaut IPO

On Monday morning, the AI juggernaut announced it had turned in its first IPO proposal to the U.S. Securities and Exchange Commission. It's a major step in the rush toward a public listing, as Anthropic and rival OpenAI…

Finance

What Are the Major Emerging Market Currency Pairs - FXCM Markets

USDJPY: Major ResistanceUSDJPY is positioned on a bullish momentum. the pair have been scaling up effortlessly for a few weeks now, in respect of the structure. Buyers seems to be getting exhausted, as price currently a…