US Firm Takes Control Of One Of The "World's Largest" Cobalt Producers

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...

Israel continues to escalate the attack on Lebanon today, with the first strikes against the country’s north being reported, and additional strikes against the Beirut suburb of Dahiyeh, which came with new rounds of evacuation orders. The Israeli military ordered tens of thousands of civilians out of Dahiyeh, and Finance Minister Bezalel Smotrich issued a […]