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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 31, 2026 / Tyler Durden
European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks
European Inflation Jumps Most Since 2022 On Soaring Energy Prices Even As Core CPI Unexpectedly Shrinks
In an early preview of the coming inflation spike, the euro area saw its steepest jump in inflation since 2022 as the Iran war pushed energy costs sharply higher, backing expectations that the ECB will have to raise interest rates.
In March, European consumer prices rose 2.5% from a year ago in March - and up a whopping 1.9% from the previous month - to the highest since January 2025. The silver lining: the median estimate...
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Sep 27, 2026 / Kyle Anzalone
Trump Told Xi Chinese Support for Iran Is ‘Totally Unacceptable’
During their meeting last week, President Donald Trump told President Xi Jinping that Chinese support for Iran was “totally unacceptable.” US Ambassador to China David Perdue told CNBC on Friday that Trump stated to Xi that direct or indirect support for Iran was “totally unacceptable.” In separate remarks to Fox News, the diplomat explained that […]
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Sep 24, 2026 / Tyler Durden
Reports Say Tehran's Stance 'Unchanged' Amid US Talks At UN Assembly
Reports Say Tehran's Stance 'Unchanged' Amid US Talks At UN Assembly
Summary
US-Iran talks uncertain: as Iran has stuck by its conditions while engaging Kushner-Witkoff in NY at UN.
Iran threatens escalation beyond Persian Gulf: Tehran warned the conflict could spread to the Indian Ocean if attacked again.
Yemen front intensifies: Saudi Arabia said it intercepted six Houthi ballistic missiles.
Oil markets react: Renewed tensions pushed Brent crude to $106/barrel, undermining hopes for a quick deal.
US announces end of Iranian blockade by October 15, 2026?
Yes 23% · No 80%View full market & trade on Polymarket...
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