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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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Jul 13, 2026 / Tyler Durden
The Absurdity Of The Hunter Biden Defamation Case
The Absurdity Of The Hunter Biden Defamation Case
Authored by Jonathan Turley,
I have taught torts, including defamation for over 30 years, but I have never seen the like of the Hunter Biden defamation case.
The defendant made defamatory statements and then just refused to appear. That led to an equally bizarre $1.7 million award by U.S. District Judge Stephen Wilson of the Central District of California to Biden, consisting of just $1 in nominal damages and the rest in punitive damages.
Here is the most interesting line of the opinion: “the damage...
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Jun 30, 2026 / Tyler Durden
xAI Rolls Out Data Center Dividend For Residents Around Memphis Colossus
xAI Rolls Out Data Center Dividend For Residents Around Memphis Colossus
xAI Memphis, Elon Musk's supercomputing and data center complex in the Memphis metro area - better known as Colossus - appears to be testing a version of the "data center dividend" for residents in the surrounding community.
The offer of Starlink service with no upfront hardware costs and a substantial monthly discount appears to be an attempt by xAI to turn local goodwill into political insulation, as AI data centers face growing scrutiny over soaring power demand, grid strain, and...
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Jun 15, 2026 / Tyler Durden
So, What Do We Know?
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