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A Three-Part Story: These Were The Best And Worst Performing Assets In February

A Three-Part Story: These Were The Best And Worst Performing Assets In February The Middle East continued to dominate market attention in May, as constant, daily, recurring hopes and media leaks and trial balloons for some kind of US-Iran deal meant that Brent crude oil fell -19.3%, marking its biggest monthly decline since March 2020 as the pandemic lockdowns began. Those hopes for an end to the conflict meant that fears about stagflation eased dramatically, which pushed yields lower and supported risk assets as well. Indeed, the S&P 500 was...
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Sep 17, 2026 / Tyler Durden
Huawei Pulls Its Nvidia-Killer Forward To Q1 - But There's A Catch
Huawei Pulls Its Nvidia-Killer Forward To Q1 - But There's A Catch Huawei is bringing forward the launch of its next flagship artificial intelligence chip to the first quarter of 2027, accelerating its push to displace Nvidia in China and establish a Chinese alternative in the global AI computing market. The Ascend 960DT, previously scheduled for commercial availability in late 2027, will now arrive in the first quarter, rotating chairman David Wang said Thursday at Huawei's annual conference in Shanghai, according to Bloomberg. A second variant, the Ascend 960PR, is due...
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Oct 17, 2026 / Tyler Durden
US Firms Account For 75% Of Chips Powering Russia's New Jet Drone
US Firms Account For 75% Of Chips Powering Russia's New Jet Drone Building on our earlier notes mapping out the supply chain behind the Russian one-way attack drone, a new report from a Ukrainian defense news outlet claims that a whopping "three-quarters of the Geran-4's onboard computer consists of electronic components manufactured by American companies." Militarnyi's supply-chain intelligence investigation into Russian Geran-4 drones identified 80 components from US companies among 105 cataloged parts, suggesting how heavily Russia relies on foreign technology despite severe sanctions from Western governments. An engineering unit with...
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Aug 7, 2026 / Tyler Durden
"Promises Are Fairy Tales": NATO Will Not Accept Ukraine
"Promises Are Fairy Tales": NATO Will Not Accept Ukraine Authored by Lucas Leiroz de Almeida via GlobalResearch.ca, Apparently, the prospect of Ukraine joining NATO is increasingly being dismissed as unrealistic. Even the regime’s most hardline officials seem to have lost hope regarding Kiev’s accession to the Western military alliance, considering that such a move does not serve NATO’s current strategic interests.    In a recent statement, Valery Zaluzhny – Ukraine’s current ambassador to the UK, former head of the country’s armed forces, now widely considered Zelensky’s top rival – asserted that Kiev will never join...
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