Who Owns the Bus?

The White House is expected to ask Congress for an extra $50 billion in military spending to replenish stockpiles of weapons used in the Iran war and other recent Middle East conflicts, Reuters has reported. Sources told Reuters that Deputy Secretary of War Steve Feinberg has been leading the Pentagon effort to draft a supplemental […]

Iran escalation, fragile debt markets, and gold flashing warning signs. Mark Thornton explains why this bubble won’t end gently.

SK Chairman Warns Global Memory Crunch May Last Until 2030 SK Group Chairman Chey Tae-won warned that the global high-bandwidth memory crunch, driven by AI data center buildouts, will last until the end of the decade. Chey told reporters on the sidelines of Nvidia's annual developer conference, 'GTC 2026,' at the San Jose Convention Center in California on Monday that the memory chip shortage could last another four to five years, with supply unlikely to catch up to demand until 2030. He explained, "The supply shortage problem stems from a wafer shortage,...