NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand...
Read moreThe United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more...
Read moreThe most repeated sentence about MP Materials is also the least accurate one: that Washington "bought a stake" in the...
Read moreNuScale Power booked $75,000 of revenue last quarter. Not $75 million - seventy-five thousand dollars, down from $8.1 million a...
Read moreEnergy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The...
Read moreIntel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the...
Read moreThe market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese...
Read moreKey facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week...
Read moreRiot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning...
Read moreCoreWeave does not need to beat the Street on Tuesday, because CoreWeave already told the Street it would not. The...
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