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Micron Rises After Strong Revenue Guidance Offsets Slight Margin Miss

Micron Rises After Strong Revenue Guidance Offsets Slight Margin Miss The highly anticipated Micron earnings (since memory is the one place in the sector in the market where all those massive new bond sales are funding) are finally out and they painted a solid, if slightly mixed, picture compared to buyside bogeys. As we said in our preview, what would matter today is not what the company did in Q4, but how it guided to Fiscal Q1 (ending next calendar quarter), and sure enough Q3 was solid across the board: Adjusted EPS...
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Mar 1, 2026 / Tyler Durden
AI Boom And European Bond Markets: A Deep Dive
AI Boom And European Bond Markets: A Deep Dive Submitted by Thomas Kolbe The “credit pump” could rightfully claim its place as a symbolic flag of the European Union. With virtually unlimited access to the bond market, politics magically transforms an inexhaustible credit stream into political maneuvers and ideological wizardry. Through this manipulation of money, processes and institutions are transplanted into the real world that, under normal circumstances, could never have surpassed the fantasies and limits of political ideology. Wind turbines in forests, fully electric cargo bikes in an industrial nation that...
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Jul 15, 2026 / Dave DeCamp
Trump Still Won’t Admit the US Is Responsible for the Minab School Massacre
President Trump is still refusing to acknowledge that the US was responsible for the strikes that hit an elementary school in Minab, southern Iran, on February 28, an attack that massacred over 100 school children, claiming in a Fox News interview that it’s possible no one will ever know what happened. “I don’t think anybody […]
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Jun 15, 2026 / Tyler Durden
First LNG Tanker Crosses Hormuz After Deal Announcement As Most Ship Managers Remain Cautious
First LNG Tanker Crosses Hormuz After Deal Announcement As Most Ship Managers Remain Cautious An LNG carrier successfully passed through the Strait of Hormuz early on Monday, the first tanker carrying energy products to clear the chokepoint since the U.S. and Iran announced a deal to reopen the Strait later this week, according to OilPrice.com While tanker owners and operators remain cautious about rushing to send vessels to the area or having the ones inside the Persian Gulf move quickly toward Hormuz, one LNG tanker passed through the Strait today, carrying...
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