SK Hynix Explores First US Memory Chip Production With Intel

Global Gas Crunch Makes Europe's Remaining Coal Plants Profitable By Michael Kern of OilPrice.com The global LNG supply crunch has made Europe’s last-standing coal-fired power plants profitable this year as gas supply costs soar while the need for conventional generation to stabilize grids remains. In Germany and Poland, which host most of the remaining operational or back-up-ready coal power capacity in Europe, coal-fired generation is profitable again as winter approaches, LNG supply is barely moving out of the Strait of Hormuz, and gas prices are at their highest level since the 2022-2023...

AI Is Repricing Capital Before It Reprices The Economy Authored by Cory Frank via RealClearMarkets, Earlier this month, the Federal Reserve raised the target range for the federal funds rate by 25 basis points, to 3.75 to 4 percent. Inflation remains elevated even as economic activity continues to expand, productivity is strong and capital investment remains robust. At Jackson Hole a few weeks earlier, Fed Chairman Kevin Warsh highlighted another unusual feature of the economy. Business capital spending is rising rapidly, and he estimated that more than half of its growth this...