Europe And Russia Flirt With Nuclear War

Ozempic Slims America... And It's Lightening Truckers' Loads! Via Freightwaves.com, The freight market is no stranger to disruptive forces - tariffs, recessions, weather, economic fluctuations, and capacity crunches have all reshaped freight demand over the years. But a new contender is emerging from an unexpected corner: the widespread adoption of GLP-1 medications (think Ozempic, Wegovy, Mounjaro, and similar GLP-1 receptor agonists). These drugs, originally developed for diabetes management and now massively popular for weight loss, suppress appetite and reduce overall caloric intake. Early estimates suggest that even at current penetration levels — roughly 12%...

New DRAM Demand Source Could Surge 20-Fold By 2030 Last month, Jason Chen, chairman and CEO of Taiwanese PC maker Acer, offered some relief from the memory shortage, saying chip prices could begin falling in the second half of next year. That outlook challenges the memory cartel, pardon, the Big Three's claims that prices will keep rising well beyond 2027. Meanwhile, Chinese memory-chip manufacturer ChangXin Memory Technologies, better known as CXMT, recently said it had begun mass production of advanced memory chips. Goldman analysts are now looking to Samsung's Oct....

"A Good Idea": SpaceX Jumps On Blowout Quarter, Musk Confirms Committees Discussing Tesla Merger Update (1730ET): The earnings call has seen SPCX shares extend their after-hours gains amid a tsunami of attention-grabbing comments from Elon Musk and CFO Bret Johnsen. Perhaps the most shocking was Musk saying that he sees between $500 billion and $1 trillion of annual recurring revenue by the end of 2027. Then he stepped it up further: Musk says there’s a small opportunity for SpaceX to have 20 gigawatts of AI compute online next year. Musk says he’s been spending a...