FundStrat's Newton: Why Not Replace The FOMC With AI?

Here's Why Trump's Hormuz Blockade Should Stoke 'Strait Chaos' For China The currently closed Strait of Hormuz, situated between Oman and Iran, connects the Persian Gulf to the Gulf of Oman and the Arabian Sea, and has emerged as a major flashpoint in the US-Iran war. The Bab el-Mandeb Strait, off Yemen's coast, has also remained a focal point among critical maritime chokepoints, given ongoing threats from Iran-linked Houthi rebels. While both critical chokepoints have been in sharp focus in the news cycle and among US officials, institutional research desks, intelligence...

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...

Parabolic Semiconductor Rally Is Pricing In 2028 Already Authored by Lance Roberts via RealInvestmentAdvice.com, The parabolic semiconductor rally crossed a line this week. SOXX, the iShares Semiconductor ETF, closed Friday at $509.77 after touching a fresh intraday high of $511.68. That’s a gain of roughly 244% from the April 2025 low of $148.31. Most of that move has been compressed into the last two months alone. Since mid-March, SOXX has tacked on another 58%. The chart is now textbook parabolic. And parabolic charts almost never end politely. If you wanted a real-time...