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Goldman's Meeting With Top Memory Supplier Points To Higher Prices As Crunch Worsens
Goldman's Meeting With Top Memory Supplier Points To Higher Prices As Crunch Worsens
The high-bandwidth memory (HBM) shortage is already pressuring the margins of consumer electronics companies, disrupting product launches, and pushing up the prices of TVs and computers. The latest development is Valve's handheld gaming PC, which is reportedly out of stock in select regions as the memory crunch now filters into retail availability.
We have been leaning on institutional channel checks across the semis and hardware coverage universe to gain an insider's perspective on what's happening across the...
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Sep 3, 2026 / Tyler Durden
Futures Flat As Yields Ignore Oil Meltup
Futures Flat As Yields Ignore Oil Meltup
Futures are flats with Tech in line and small caps lagging even as bond yields dip 1bp across the curve, ignoring the continued rise in oil. In a quiet session ahead of tomorrow's jobs report, Japan remains the standout, with the yen strengthening on more hawkish BOJ repricing and intervention speculation, pressuring exporters. Risk is modestly bid after yesterday’s reprieve in energy and rates (although Korean memory has faded again and only buybacks prop up the Korean market with retail now puking daily). As of...
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May 18, 2026 / Kyle Anzalone
Report: ICC Prosecutor Seeking Arrest Warrant for Israeli Minister Smotrich
A prosecutor at the International Criminal Court is seeking an arrest warrant for Israeli Finance Minister Bezalel Smotrich. Middle East Eye reported speaking with officials on Monday who confirmed that the office of the prosecutor at the ICC is seeking a warrant for Smotrich for alleged war crimes and crimes against humanity committed against Palestinians […]
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Aug 17, 2026 / Tyler Durden
"Cash Crunch" Deepens? Mark Walter Explores Chelsea FC Stake Sale To Clearlake
"Cash Crunch" Deepens? Mark Walter Explores Chelsea FC Stake Sale To Clearlake
The latest developments surrounding Mark Walter's empire appear to reinforce Yahoo Sports reporter Jack Baer's warning last week of a potential "cash crunch" following the abrupt $12.5 billion sale of the Los Angeles Lakers to Josh Kushner and former Disney chief Bob Iger. The Financial Times also reported last week that the FBI seized phones belonging to Walter and Guggenheim Investments President Dina DiLorenzo last year as part of a federal investigation into entities controlled by Walter.
Bloomberg reported...
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