Short-Covering Rally... Or Something More?

Why Memory Stocks Crashed Today: TurboQuant Just Changed The Game With "Google's DeepSeek Moment" With stocks closing solidly in the green despite some painful wobbles during the day, one sector was a notable laggard: the same sector that had dramatically outperformed the S&P since memory prices soared last October: memory stocks, most notably MU and SNDK. In his EOD wrap, Goldman tech specialist Peter Callahan wrote that while there wasn't that much actual "angst" out there, his clients complained of plenty of "sanity checking" on the moves today in memory (MU...

As Demand Grows, US Nuclear Energy Industry Faces Looming Crunch In Reactor Fuel Supply Authored by John Haughey via The Epoch Times, The Department of Energy (DOE) has invested billions in incentivizing domestic production of enriched uranium for the commercial development of advanced nuclear reactors, including $2.7 billion issued last month to three companies to build centrifuges and processing plants necessary to produce fuel for reactor cores. Yet, a fuel crunch that could hobble President Donald Trump’s “nuclear renaissance” initiatives looms as soon as 2028, several experts warned during the two-day U.S....

WTI Dips After Big Crude Inventory Build, US Production Slows Oil prices are down overnight but playing headline roulette with every word that comes out of any leaders' (or non-leaders') mouth as ceasefire chatter (now denied) has WTI riding a roller-coaster (but below $100 once again as we write). “Flows and actions matter more than words,” said Giovanni Staunovo, a commodity analyst at UBS Group AG. And while inventory data may not be the market-moving event in this new regime, it is useful to see signs of stockpiling or demand. DOE Crude +5.45mm (+10.3mm...