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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 / Kyle Anzalone
Anti-US Protesters Outside US Embassies, At Least 9 Killed in Pakistan
People have rallied and rioted outside American embassies across the globe. 22 people were killed in Pakistan. Several people attempted to storm the consulate in Karachi on Sunday morning. At least ten people were killed by gunfire while attempting to breach the diplomatic building. It is unclear if Pakistani security forces or American troops opened […]
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Mar 4, 2026
Pentagon Tells Congress No Sign That Iran Was Going to Attack US First
"Trump administration officials acknowledged in closed-door briefings with congressional staff on Sunday that there was no intelligence suggesting Iran planned to attack U.S. forces."
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Feb 25, 2026 / Tyler Durden
Diageo Shares Plunge Most In Two Years On Weaker Guidance, Dividend Cut
Diageo Shares Plunge Most In Two Years On Weaker Guidance, Dividend Cut
Shares of Diageo Plc fell the most in 2 years after the maker of Guinness beer and Johnnie Walker whiskey cut its guidance for the second time this fiscal year amid soft demand in the US and China markets. The move marks an early challenge for new CEO Dave Lewis.
The British distiller now expects organic net sales to decline by 2% to 3% this fiscal year, down from previous guidance of flat to slightly down, and said it...
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