From One Battle to Another to Marty Supreme, supermarket magnates, professors and special agents have been stealing scenes on screen Striving for realism, Timothée Chalamet knew what the scene required. “I’m really getting in the guy’s face and I’m really trying to get him angry with me,” the lead actor recalled recently about the making of Josh Safdie’s Marty Supreme. “I was saying to Josh, ‘He’s...
From One Battle to Another to Marty Supreme, supermarket magnates, professors and special agents have been stealing scenes on screen Striving for realism, Timothée Chalamet knew what the scene required. “I’m really getting in the guy’s face and I’m really trying to get him angry with me,” the lead actor recalled recently about the making of Josh Safdie’s Marty Supreme. “I was saying to Josh, ‘He’s not getting angry with me, he’s not getting angry with me.’” But it turned out the unnamed extra had been paying attention. Chalamet added: “I did another take, and then the guy said, ‘I was just in jail for 30 years. You really don’t want to fuck with me. You don’t want to see me angry.’ I said to Josh, ‘Holy shit, who do you have me opposite, man?’” Continue reading...
Nestea06/iStock via Getty Images Introduction Micron Technology, Inc. ( MU ) is the American memory leader and one of the big three memory companies, alongside Samsung and SK hynix. It has been on a huge run, up 311% in the past year, but I think it is still a no-brainer buy. The memory industry has changed quite dramatically in the last few decades, and these major changes lead me to believe that...
Nestea06/iStock via Getty Images Introduction Micron Technology, Inc. ( MU ) is the American memory leader and one of the big three memory companies, alongside Samsung and SK hynix. It has been on a huge run, up 311% in the past year, but I think it is still a no-brainer buy. The memory industry has changed quite dramatically in the last few decades, and these major changes lead me to believe that the traditional boom-bust cycle in memory will no longer happen, making Micron no longer cyclical. I believe a re-rating to a much higher multiple is appropriate, and thus, I am bullish on MU. Explosive Data Center Memory Demand Starting on the demand side of the equation, the huge demand and subsequent memory price increases are directly related to the data center buildout driven by AI. AI workloads are extremely memory intensive, so as hyperscalers rapidly deploy large GPU clusters, each new data center demands more memory, especially powerful HBM, than previous generators. This demand is met by the big three memory companies shifting production toward higher-margin HBM production; however, producing HBM directly reduces DRAM production since HBM takes on average 3 times more wafer capacity . As HBM advances in future generations, this wafer trade-off ratio will only grow. Scaling is Harder Than Ever Looking at history, every memory cycle ended the same way. High prices that led to poor capital discipline and rapid capacity expansion, which caused oversupply and price collapses. Part of the reason this was possible was because of the fast pace of DRAM scaling, which allowed the numerous suppliers to quickly and cheaply add significant levels of new bit supply. This historical cyclicality can be clearly seen in Micron's revenue charts over the past decade. Micron: Revenue (Top) and Revenue Growth (Bottom) ( Macrotrends ) In prior cycles DRAM density could improve by about 100 times a decade, but in the last decade DRAM density has only increased by 2 times. Suppliers coul...
Nestea06/iStock via Getty Images Introduction Micron Technology, Inc. ( MU ) is the American memory leader and one of the big three memory companies, alongside Samsung and SK hynix. It has been on a huge run, up 311% in the past year, but I think it is still a no-brainer buy. The memory industry has changed quite dramatically in the last few decades, and these major changes lead me to believe that...
Nestea06/iStock via Getty Images Introduction Micron Technology, Inc. ( MU ) is the American memory leader and one of the big three memory companies, alongside Samsung and SK hynix. It has been on a huge run, up 311% in the past year, but I think it is still a no-brainer buy. The memory industry has changed quite dramatically in the last few decades, and these major changes lead me to believe that the traditional boom-bust cycle in memory will no longer happen, making Micron no longer cyclical. I believe a re-rating to a much higher multiple is appropriate, and thus, I am bullish on MU. Explosive Data Center Memory Demand Starting on the demand side of the equation, the huge demand and subsequent memory price increases are directly related to the data center buildout driven by AI. AI workloads are extremely memory intensive, so as hyperscalers rapidly deploy large GPU clusters, each new data center demands more memory, especially powerful HBM, than previous generators. This demand is met by the big three memory companies shifting production toward higher-margin HBM production; however, producing HBM directly reduces DRAM production since HBM takes on average 3 times more wafer capacity . As HBM advances in future generations, this wafer trade-off ratio will only grow. Scaling is Harder Than Ever Looking at history, every memory cycle ended the same way. High prices that led to poor capital discipline and rapid capacity expansion, which caused oversupply and price collapses. Part of the reason this was possible was because of the fast pace of DRAM scaling, which allowed the numerous suppliers to quickly and cheaply add significant levels of new bit supply. This historical cyclicality can be clearly seen in Micron's revenue charts over the past decade. Micron: Revenue (Top) and Revenue Growth (Bottom) ( Macrotrends ) In prior cycles DRAM density could improve by about 100 times a decade, but in the last decade DRAM density has only increased by 2 times. Suppliers coul...
Stolz received his gold for winning the men's 1,000 meters at the Milan Cortina Games in an Olympic-record time thanks to a blistering closing stretch. Now Stolz will hope to add to his collection of trophies. (Image credit: Ben Curtis)
Stolz received his gold for winning the men's 1,000 meters at the Milan Cortina Games in an Olympic-record time thanks to a blistering closing stretch. Now Stolz will hope to add to his collection of trophies. (Image credit: Ben Curtis)
When you are retired, making a mistake with your required minimum distributions could have very serious financial consequences. RMDs are required for certain kinds of tax-advantaged accounts, and if you don't take them when you're supposed to, you could face very expensive penalties. Unfortunately, recent research from Vanguard showed that many retirees are making major RMD errors. In fact, so man...
When you are retired, making a mistake with your required minimum distributions could have very serious financial consequences. RMDs are required for certain kinds of tax-advantaged accounts, and if you don't take them when you're supposed to, you could face very expensive penalties. Unfortunately, recent research from Vanguard showed that many retirees are making major RMD errors. In fact, so many people are making major mistakes that collective losses total as much as $1.7 billion per year. So, what's the costly RMD mistake retirees are making? Here's what you need to know. Continue reading
European Central Bank Governing Council member Gabriel Makhlouf said policymakers’ next move could be to raise or lower borrowing costs. “I’m not ruling out further reductions, I’m not ruling out actually the possibility that interest rates could also go up,” the Irish central bank chief told Shannonside radio in an interview on Thursday. “What I’m saying is that at the moment it does look as if i...
European Central Bank Governing Council member Gabriel Makhlouf said policymakers’ next move could be to raise or lower borrowing costs. “I’m not ruling out further reductions, I’m not ruling out actually the possibility that interest rates could also go up,” the Irish central bank chief told Shannonside radio in an interview on Thursday. “What I’m saying is that at the moment it does look as if inflation is on track to deliver our target so we’re in a good place.” ECB officials earlier this month kept borrowing costs unchanged for a fifth meeting, with President Christine Lagarde reiterating what has become the central bank’s standard line that they see themselves in a “good place.” Investors and economists expect rates to stay on hold through 2027. “Inflation itself, it went to very high levels, but it’s been coming down and it’s basically, at the moment, it’s on target,” Makhlouf said. “We are on target at the ECB to deliver on achieving 2% inflation in the medium term.” Still, given “all the uncertainty,” the ECB will continue to take a meeting-by-meeting approach, he said. “We look at the evidence, look at the data — it’s very difficult to predict precisely what’s going to happen. But we are on track as things go right now.” Asked about the prospect of another stint at the Irish central bank when his term ends later in 2026, Makhlouf said he is “enjoying my job.” “I took it on to do it for seven years,” he said. “I’m very focused on the next few months. There’s a lot to do. I’ve got a great team and we’re focused on delivering for the people of Ireland.” ECB Will Assess Impact of Euro Strength in March, Cipollone Says ECB Monitoring Euro But Rally Not Dramatic, Stournaras Says Lagarde Plays Down Impact of Euro Rally as ECB Holds Rates
Alllex Stock futures were higher Thursday premarket as investors digested Wednesday's strong U.S. jobs report while eyeing fresh corporate earnings and upcoming inflation data. Here are some of Thursday's biggest stock movers: Biggest stock gainers Fastly ( FSLY ) +34% - Shares surged after the content delivery network provider delivered a strong Q4 beat and issued guidance that significantly topp...
Alllex Stock futures were higher Thursday premarket as investors digested Wednesday's strong U.S. jobs report while eyeing fresh corporate earnings and upcoming inflation data. Here are some of Thursday's biggest stock movers: Biggest stock gainers Fastly ( FSLY ) +34% - Shares surged after the content delivery network provider delivered a strong Q4 beat and issued guidance that significantly topped expectations. For Q1, Fastly expects adjusted EPS of $0.07–$0.10 vs. the $0.01 consensus, while revenue is guided at $168M–$174M, comfortably above the $159.6M estimate. Strength carried into the full-year outlook, with adjusted EPS projected at $0.23–$0.29 vs. $0.13 consensus and revenue of $700M–$720M, well ahead of the ~$668M forecast, signaling improving profitability and stronger demand momentum. Novocure ( NVCR ) +31% - Shares soared after the FDA approved Optune Pax for adults with locally advanced pancreatic cancer in combination with gemcitabine and nab-paclitaxel. Approval was backed by the Phase 3 PANOVA-3 trial, which showed a statistically significant overall survival benefit, extending median OS by ~2 months in the intent-to-treat population and over 3 months in treated patients, without added systemic toxicity. The therapy also delayed pain progression and improved quality-of-life measures, marking the first major treatment advance in decades for this patient group. Biggest stock losers QuantumScape ( QS ) -9% - Shares slid after its latest quarterly results showed no revenue from its core business and a lack of FY2026 revenue guidance or new OEM partnerships, despite a modest profit beat. The company plans to step up investment in scaling its solid-state battery via the Eagle Line, lifting 2026 capex to $40M–$60M from $36.3M in 2025, while offering only broad commercialization goals. Although a 14% cut in operating expenses narrowed the loss to $0.17 per share (slightly better than expected), investors were weighed down by the absence of near-term revenue...
Q4 2025 EPS At the High End of Guidance Range, Both Revenue and GM In-Line With Guidance Issued on November 6, 2025 Company Q1 2026 Guidance: Revenues to Decline 2.0% to 6.0% QoQ, Gross Margin is Expected to be Flat to Slightly Down. Profit per Diluted ADS to be 2.0 Cents to 4.0 Cents
Q4 2025 EPS At the High End of Guidance Range, Both Revenue and GM In-Line With Guidance Issued on November 6, 2025 Company Q1 2026 Guidance: Revenues to Decline 2.0% to 6.0% QoQ, Gross Margin is Expected to be Flat to Slightly Down. Profit per Diluted ADS to be 2.0 Cents to 4.0 Cents
Beijing has defended its travel ban on more than a dozen Philippine municipal officials that Manila said could harm ties between the two countries, after a diplomatic spat took yet another retaliatory turn. Angelica Escalona, spokeswoman for the Philippine Department of Foreign Affairs, said on Wednesday that while Beijing had the right to ban the officials from entering China, its decision to do ...
Beijing has defended its travel ban on more than a dozen Philippine municipal officials that Manila said could harm ties between the two countries, after a diplomatic spat took yet another retaliatory turn. Angelica Escalona, spokeswoman for the Philippine Department of Foreign Affairs, said on Wednesday that while Beijing had the right to ban the officials from entering China, its decision to do so was not helpful. “While preventing the entry of foreign nationals into their territory is a...
Club’s former manager says Spurs reluctant to take risks Spending and wage structure holding them back, he feels Ange Postecoglou has described “curious” Tottenham as “not a big club” after their sacking of Thomas Frank . Frank succeeded Postecoglou last summer but was unable to reverse their fortunes in the Premier League and was shown the door on Wednesday with Spurs 16th. “Having been in that p...
Club’s former manager says Spurs reluctant to take risks Spending and wage structure holding them back, he feels Ange Postecoglou has described “curious” Tottenham as “not a big club” after their sacking of Thomas Frank . Frank succeeded Postecoglou last summer but was unable to reverse their fortunes in the Premier League and was shown the door on Wednesday with Spurs 16th. “Having been in that position now twice in the last six months, it’s tough,” Postecoglou told The Overlap’s Stick to Football podcast . “You know that he can’t be the only issue at the club. It’s a curious club, Tottenham. It’s made a major pivot at the end of last year, not just with me but with [the executive chair] Daniel [Levy] leaving as well, and you’ve created this whole sort of environment of uncertainty. Continue reading...