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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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Mar 1, 2026 / Tyler Durden
The Trump Administration Ditches Another Rogue DOJ Official
The Trump Administration Ditches Another Rogue DOJ Official Authored by Tudor Dixon via American Greatness, The second Trump administration is very different from the first. As 45th president, Donald Trump was saddled with disloyal officials who constantly undermined his agenda. The Ukraine impeachment scandal, among other events, was the result of this internal subversion. But the second term sets a new standard for loyalty. The administration will no longer tolerate rogue officials making their own policy. This was made clear last week when the administration pushed out Gail Slater, the Justice Department’s antitrust chief....
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Oct 5, 2026 / Tyler Durden
Tech Leads Strong Growth Signals From US Services Sector Surveys; But Prices Are Soaring
Tech Leads Strong Growth Signals From US Services Sector Surveys; But Prices Are Soaring After last weeks impressive moves in Manufacturing survey data (though burdened with the baggage of a surge in Prices Paid), all eyes are on the Services side of the US economy with mixed results expected (S&P up, ISM small down). S&P Global US Services September slightly better than expected (58.8 vs 58.7 exp/flash vs 56.5 prior) - strongest in five years ISM US Services slightly worse than expected (54.9 vs 55.0 exp vs 55.4 prior) Quite a divergence... “September has seen...
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Oct 14, 2026 / Tyler Durden
Russia Arrests Japanese Journalist On Espionage Charges, Tokyo Summons Ambassador
Russia Arrests Japanese Journalist On Espionage Charges, Tokyo Summons Ambassador Relations between Russian and Japan have been on a downward spiral of late, as Tokyo continues cozying up to the US military as well as NATO, and amid a long-simmering dispute over the Kuril Islands, which Japan identifies as its own Northern Territories. Russia on Tuesday arrested a Japanese journalist, which the Kremlin says is actually a spy operating on behalf of the Japanese government. AFP via GettyThe detained Japanese national has been identified as Yuki Imai, who works for Hokkaido Shimbun...
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