Investors in Brinker International, Inc. (Symbol: EAT) saw new options become available today, for the December 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 270 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would...
Investors in Brinker International, Inc. (Symbol: EAT) saw new options become available today, for the December 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 270 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the EAT options chain for the new December 18th contracts and identified one put and one call contract of particular interest. The put contract at the $145.00 strike price has a current bid of $20.70. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $145.00, but will also collect the premium, putting the cost basis of the shares at $124.30 (before broker commissions). To an investor already interested in purchasing shares of EAT, that could represent an attractive alternative to paying $148.84/share today. Because the $145.00 strike represents an approximate 3% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 64%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 14.28% return on the cash commitment, or 19.30% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Brinker International, Inc., and highlighting in green where the $145.00 strike is located relative to that histo...
Name: Cherry blossom. Age: Ornamental cherry trees belonging to the Prunus subgenus Cerasus generally flower in March and April, in the northern hemisphere at least. So recently then? Correct. Like, right now. Appearance: Ranging in colour from pure white to dark pink, delicate and gently scented. Think nature’s confetti. I will, thank you. Very popular in Japan, isn’t it? Extremely – sakura, as c...
Name: Cherry blossom. Age: Ornamental cherry trees belonging to the Prunus subgenus Cerasus generally flower in March and April, in the northern hemisphere at least. So recently then? Correct. Like, right now. Appearance: Ranging in colour from pure white to dark pink, delicate and gently scented. Think nature’s confetti. I will, thank you. Very popular in Japan, isn’t it? Extremely – sakura, as cherry blossom is known there, is culturally significant. Communities come together for hanami (which means “flower viewing”), a festival where families and friends gather in parks and have picnics under the blooming trees. It’s a time to reflect on nature, the seasons, the passing of time. And to massively cash in on tourism? Yes, though that has become contentious. One town, Fujiyoshida, actually cancelled its blossom festival this year, because of the stress that 10,000 snap-happy daily visitors was putting on its residents. To be honest, I couldn’t afford the flight anyway. Anywhere nearer to home to catch a bit of sakura? Certain salubrious areas of west London are good, such as Notting Hill. Excellent, I’m a big fan of the movie. I’ve got my selfie stick – so I’m off. But you won’t be alone, and you might not be welcome … Go on … In recent years, hordes of influencers have been descending on the area, even queueing up in prime spots to get that floral backdrop. And what do local people think of that? One anonymous resident described it as a “plague” to the Telegraph. Influencers and Instagrammers come with suitcases of clothes to change into. “It’s all just consumed – these trees and the environment, the buildings, are just consumed. It’s a sort of wanton feasting.” That doesn’t sound much like reflecting on nature, the seasons, the passing of time. And on the sought-after street of Stanley Crescent, residents have hired a private security guard this year to control the crowds, and to stop them climbing on to walls and into gardens. Guess who else isn’t happy about it?...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Wednesday, Eagle Point Credit Company's, Daniel W. Ko, made a $200,078 buy of ECC, purchasing 57,165 shares at a cost of $3.50 a piece. Ko was up about 5.1% on the purchase at the high point of today's t...
As the saying goes, there are many possible reasons for an insider to sell a stock, but only one reason to buy -- they expect to make money. So let's look at two noteworthy recent insider buys. On Wednesday, Eagle Point Credit Company's, Daniel W. Ko, made a $200,078 buy of ECC, purchasing 57,165 shares at a cost of $3.50 a piece. Ko was up about 5.1% on the purchase at the high point of today's trading session, with ECC trading as high as $3.68 in trading on Monday. Eagle Point Credit Company is trading down about 1.8% on the day Monday. And also on Wednesday, Director Rolf Stangl purchased $99,084 worth of Reynolds Consumer Products, purchasing 4,705 shares at a cost of $21.06 a piece. Before this latest buy, Stangl purchased REYN on 4 other occasions during the past year, for a total investment of $308,155 at an average of $22.01 per share. Reynolds Consumer Products Inc is trading up about 1.8% on the day Monday. VIDEO: Monday 3/23 Insider Buying Report: ECC, REYN The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
iiievgeniy/iStock via Getty Images Hensoldt AG ( HAGHY , HNSDF ) has lost 15% since my last report . I do believe that as a specialist in optronics Hensoldt is positioned well to benefit from increased demand for defense equipment. However, we are also seeing some sentiment shifts as investors become aware of the realities of the increase in defense spending. In this report, I discuss the company’...
iiievgeniy/iStock via Getty Images Hensoldt AG ( HAGHY , HNSDF ) has lost 15% since my last report . I do believe that as a specialist in optronics Hensoldt is positioned well to benefit from increased demand for defense equipment. However, we are also seeing some sentiment shifts as investors become aware of the realities of the increase in defense spending. In this report, I discuss the company’s recent stock price action, the earnings for 2025 in combination with the outlook for 2026 and I update my price target in support of my buy rating. Momentum For Aerospace And Defense Stocks Stalls Seeking Alpha Hensoldt stock has been more or less flat year-to-date, but down from the highs in January. I don’t believe that this is driven by a sudden change in earnings expectations but rather by investors rethinking valuation multiples for aerospace and defense stocks. The rather easy investment thesis that many investors have followed is that expanding defense budgets will benefit aerospace and defense companies and particularly the ones in Europe as a push for security autonomy is ongoing . In the meantime, the situation in the Middle East escalated. All of that seem to be extremely bullish items and in some way they are. However, I do believe that the escalation also triggered a realization for investors and that realization is that additional conflict zones are in the worst case supporting current budget levels and in the best case expanding them. However, the issue for the entire industry is not the defense budget levels. The current issue is that aerospace and defense are currently not sized to handle increased demand and it takes time for additional budget strength to translate to sales opportunities. So, what this means is that additional conflict zones are not substantially adding near-term opportunities. Furthermore, aerospace and defense companies have to invest in product and capacity to grow meaning that operating leverage benefits may also be limited in the ne...
Investors in SPDR Gold Trust (Symbol: GLD) saw new options begin trading today, for the April 6th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the GLD options chain for the new April 6th contracts and identified one put and one call contract of particular interest. The put contract at the $405.00 strike price has a current bid of $9.90. If an investor was to...
Investors in SPDR Gold Trust (Symbol: GLD) saw new options begin trading today, for the April 6th expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the GLD options chain for the new April 6th contracts and identified one put and one call contract of particular interest. The put contract at the $405.00 strike price has a current bid of $9.90. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $405.00, but will also collect the premium, putting the cost basis of the shares at $395.10 (before broker commissions). To an investor already interested in purchasing shares of GLD, that could represent an attractive alternative to paying $411.60/share today. Because the $405.00 strike represents an approximate 2% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 56%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 2.44% return on the cash commitment, or 63.73% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for SPDR Gold Trust, and highlighting in green where the $405.00 strike is located relative to that history: Turning to the calls side of the option chain, the call contract at the $416.00 strike price has a current bid of $7.10. If an investor was to purchase shares of GLD stock at the current price level of $411.60/share, and then sell-to-open that call contract as a "covered call," they are committing to sell the stock at $416.00. Considering the call seller will ...
Investors in Jacobs Solutions Inc (Symbol: J) saw new options become available today, for the December 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 270 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be avail...
Investors in Jacobs Solutions Inc (Symbol: J) saw new options become available today, for the December 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 270 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the J options chain for the new December 18th contracts and identified one put and one call contract of particular interest. The put contract at the $120.00 strike price has a current bid of $7.50. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $120.00, but will also collect the premium, putting the cost basis of the shares at $112.50 (before broker commissions). To an investor already interested in purchasing shares of J, that could represent an attractive alternative to paying $129.91/share today. Because the $120.00 strike represents an approximate 8% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 69%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 6.25% return on the cash commitment, or 8.45% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for Jacobs Solutions Inc, and highlighting in green where the $120.00 strike is located relative to that history: Turning to the call...
Investors in UiPath Inc (Symbol: PATH) saw new options become available today, for the June 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 87 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the...
Investors in UiPath Inc (Symbol: PATH) saw new options become available today, for the June 18th expiration. One of the key data points that goes into the price an option buyer is willing to pay, is the time value, so with 87 days until expiration the newly available contracts represent a potential opportunity for sellers of puts or calls to achieve a higher premium than would be available for the contracts with a closer expiration. At Stock Options Channel , our YieldBoost formula has looked up and down the PATH options chain for the new June 18th contracts and identified one put and one call contract of particular interest. The put contract at the $12.00 strike price has a current bid of $1.38. If an investor was to sell-to-open that put contract, they are committing to purchase the stock at $12.00, but will also collect the premium, putting the cost basis of the shares at $10.62 (before broker commissions). To an investor already interested in purchasing shares of PATH, that could represent an attractive alternative to paying $12.15/share today. Because the $12.00 strike represents an approximate 1% discount to the current trading price of the stock (in other words it is out-of-the-money by that percentage), there is also the possibility that the put contract would expire worthless. The current analytical data (including greeks and implied greeks) suggest the current odds of that happening are 59%. Stock Options Channel will track those odds over time to see how they change, publishing a chart of those numbers on our website under the contract detail page for this contract. Should the contract expire worthless, the premium would represent a 11.50% return on the cash commitment, or 48.25% annualized — at Stock Options Channel we call this the YieldBoost. Below is a chart showing the trailing twelve month trading history for UiPath Inc, and highlighting in green where the $12.00 strike is located relative to that history: Turning to the calls side of the option cha...
michelangeloop/iStock via Getty Images Thesis AleAnna, Inc. ( ANNA ) is an energy company that works, coincidentally, in a country that has recently become my adopted home: Italy. Technically, even though the company itself is based in the U.S. (Texas), their whole focus is Italian natural gas . Italy imports a large amount of its natural gas. It's everywhere here, and it's very rare to find a hom...
michelangeloop/iStock via Getty Images Thesis AleAnna, Inc. ( ANNA ) is an energy company that works, coincidentally, in a country that has recently become my adopted home: Italy. Technically, even though the company itself is based in the U.S. (Texas), their whole focus is Italian natural gas . Italy imports a large amount of its natural gas. It's everywhere here, and it's very rare to find a home kitchen or restaurant stove that isn't hooked up to it. AleAnna's big asset is a gas field in northern Italy called Longanesi Gas Field, in the stunning Emilia-Romagna region, just north of Florence. If that field produces as expected, the company earns money simply by pumping gas and selling it into the grid. They're also starting to work with renewable natural gas, which is often called biomethane. Instead of drilling underground for gas, they use waste materials (plenty of that everywhere here), such as agricultural waste, manure, or food scraps. These materials go through a process that produces methane gas. The gas is then cleaned and put into the same pipelines used for regular natural gas. Chemically, it’s basically the same as natural gas. Why is that valuable? Because Europe, and especially here in Italy, dishes out government incentives and subsidies left and right for renewable energy. So AleAnna can make money from selling the biomethane itself and receiving renewable energy credits or incentives from the government. Seeking Alpha ANNA has been somewhat of a two-fold sleeper. First, at the time of my analysis, it had zero coverage here on Seeking Alpha. Second, in terms of performance, that flat-liner portion of the chart is deceiving, up until the beginning of 2025, when it suddenly came to life with lots of volatility and dizzying, dramatic price swings, with a peak last spring (thanks to a SPAC merger with Swiftmerge Acquisition Corp.) followed by a gradual unwinding in share value, which tells me that this was more a "trade" than anything else. Now, most r...
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) announced on Monday that it and Emerald AI are collaborating with several major US energy companies to develop a new class of “AI factories” designed to operate as flexible assets on the power grid while accelerating the deployment of large-scale computing...
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) announced on Monday that it and Emerald AI are collaborating with several major US energy companies to develop a new class of “AI factories” designed to operate as flexible assets on the power grid while accelerating the deployment of large-scale computing...
Super Micro Computer SMCI is rapidly expanding its AI portfolio with NVIDIA’s latest chips integrated into its products. SMCI recently launched multiple advanced computing systems for AI factories, enterprise data centers and edge AI with NVIDIA RTX PRO Blackwell GPUs. SMCI is enabling AI adoption in AI factories with high-density 4U/5U systems with up to eight GPUs per node. In enterprise scale a...
Super Micro Computer SMCI is rapidly expanding its AI portfolio with NVIDIA’s latest chips integrated into its products. SMCI recently launched multiple advanced computing systems for AI factories, enterprise data centers and edge AI with NVIDIA RTX PRO Blackwell GPUs. SMCI is enabling AI adoption in AI factories with high-density 4U/5U systems with up to eight GPUs per node. In enterprise scale and Edge AI scale, it is implementing 1U/2U servers with six GPUs and four GPUs, respectively. SMCI is also addressing AI inferencing with NVIDIA’s BlueField-4 STX architecture for storage systems. The company has also integrated NVIDIA Vera Rubin NVL72 and HGX Rubin NVL8 systems in its data center building block systems. Earlier, the company had become the first to market with the latest AI servers, including systems built on NVIDIA’s B200 and GB200 platforms, making it well-positioned to benefit from the growing demand for AI infrastructure. Due to these factors, Super Micro Computer’s high-performance and energy-efficient servers are gaining traction among AI data centers, HPC and hyperscalers. However, the company has faced challenges related to reports of potential export-control scrutiny by U.S. authorities. Despite these near-term challenges, SMCI is well-positioned to reach a $40 billion revenue goal in fiscal 2026, given its edge in the AI server and storage market. How Competitors Fare Against SMCI The AI data center market is likely to witness a CAGR of 27.5% from 2026 to 2032, reaching a market size of $2,023 billion, per a report by MarketsAndMarkets. Big players like Hewlett Packard Enterprise HPE and Dell Technologies DELL are competing with SMCI in this space. Hewlett Packard Enterprise offers a range of servers, including HPE ProLiant, HPE Synergy, HPE BladeSystem and HPE Moonshot servers. Dell Technologies has built the Dell AI Factory in collaboration with NVIDIA. Dell also collaborated with Red Hat Enterprise Linux AI for Dell PowerEdge servers. SMCI’s Pr...
格隆汇3月23日｜CBOT芝加哥小麦期货下跌，此前美国总统特朗普表示，在与伊朗进行了他所称的“富有成效”的会谈后，决定将针对伊朗能源设施的打击行动推迟五天。 在特朗普于其社交媒体平台发布上述消息后，最活跃合约周一下跌一度2.2%。 农业食品咨询公司Arete的大宗商品分析师Carlotta De Pasquale表示，受特朗普表态影响，市场价格有所回落，原油价格的下跌“缓解了谷物和油籽行业的压力”...
格隆汇3月23日｜CBOT芝加哥小麦期货下跌，此前美国总统特朗普表示，在与伊朗进行了他所称的“富有成效”的会谈后，决定将针对伊朗能源设施的打击行动推迟五天。 在特朗普于其社交媒体平台发布上述消息后，最活跃合约周一下跌一度2.2%。 农业食品咨询公司Arete的大宗商品分析师Carlotta De Pasquale表示，受特朗普表态影响，市场价格有所回落，原油价格的下跌“缓解了谷物和油籽行业的压力”。 截至芝加哥时间07:48，小麦价格下跌1.6%，至每蒲式耳5.8525美元；玉米下跌0.9%，大豆价格基本持平。
Non-local students could pay up to HK$350,000 (US$44,680) per year to study in Hong Kong semi-private schools after these institutions were allowed to admit them by offering additional places, with the sector offering scholarships to cover some expenses. But an education consultant specialising in expatriate placements for Hong Kong schools said the charges were uncompetitive, saying the cost exce...
Non-local students could pay up to HK$350,000 (US$44,680) per year to study in Hong Kong semi-private schools after these institutions were allowed to admit them by offering additional places, with the sector offering scholarships to cover some expenses. But an education consultant specialising in expatriate placements for Hong Kong schools said the charges were uncompetitive, saying the cost exceeded those of a premium British boarding school in Malaysia and Thailand. The Hong Kong Direct Subsidy Scheme (DSS) Schools Council said on Monday that a four-day trip to Bangkok in Thailand and Kuala Lumpur in Malaysia was being organised for the coming Friday to promote DSS schools. Advertisement The promotional event followed the government’s approval of 48 DSS schools to add classes or places for non-local students on a self-financing basis – one of the initiatives announced by Chief Executive John Lee Ka-chiu’s policy address last year to pave the way for these candidates to study in Hong Kong universities. “We will be able to directly contact parents and students there to introduce our schools. The trip is only our first promotion tour,” said Dion Chen, the vice-chairman of the DSS Schools Council. Advertisement “After summarising the experience in the first trip, we will continue to hold other tours to engage more schools to go to different places.”
Intuitive Machines (LUNR +9.48%) stock got hit hard last week after reporting a big loss for Q4 2024. Shares of the space company lost nearly 6% Friday. Today, however, they're winning back all those losses and more -- up 10.2% through 10:30 a.m. ET. You can thank investment banker Stifel for that. Stifel loves Intuitive Machines Intuitive Machines was expected to lose only $0.06 per share last qu...
Intuitive Machines (LUNR +9.48%) stock got hit hard last week after reporting a big loss for Q4 2024. Shares of the space company lost nearly 6% Friday. Today, however, they're winning back all those losses and more -- up 10.2% through 10:30 a.m. ET. You can thank investment banker Stifel for that. Stifel loves Intuitive Machines Intuitive Machines was expected to lose only $0.06 per share last quarter, but lost $0.33 instead, as revenue slumped 18%. Free cash flow for all of 2025 was negative $56 million. But no matter, says Stifel analyst Jonathan Siegmann. This stock is going to $22 within a year. Why? Intuitive Machines' revenue stream is subject to project timing and government delays, says Siegmann, which can make revenues lumpy. Investors should anticipate big sales misses at the space company -- but also big sales beats from time to time. Expand NASDAQ : LUNR Intuitive Machines Today's Change ( 9.48 %) $ 1.69 Current Price $ 19.52 Key Data Points Market Cap $2.5B Day's Range $ 18.32 - $ 20.34 52wk Range $ 6.13 - $ 23.32 Volume 5.7M Avg Vol 11M Gross Margin 2.57 % How to invest in Intuitive Machines stock Rather than focus on quarterly results, Siegman suggests it's better to focus on the big picture with Intuitive Machines -- and 2026 is shaping up to be a good year, with management forecasting a big jump in revenue to $900 million or even $1 billion. At the midpoint, this implies revenue much better than the $907 million analysts were expecting. Is the number realistic? Well, a lot depends on progress with the big $4.8 billion Near Space Network contract that NASA awarded Intuitive Machines back in 2024. It's unclear how much of that revenue Intuitive Machines has collected already -- and how much more remains to be won. What we do know is that the contract runs through 2034 and is on top of any revenue Intuitive might gain from sending landers to the moon. Opportunities abound, but expect lumpiness to continue.
Say the word "inflation" in a crowded room these days, and you're apt to get a host of colorful responses. The unfortunate reality is that stubborn inflation has been battering consumers for years. But as problematic as inflation can be across the board, it tends to hit retirees especially hard. When you're no longer earning an income, inflation isn't just an annoyance. Rather, it can be a huge so...
Say the word "inflation" in a crowded room these days, and you're apt to get a host of colorful responses. The unfortunate reality is that stubborn inflation has been battering consumers for years. But as problematic as inflation can be across the board, it tends to hit retirees especially hard. When you're no longer earning an income, inflation isn't just an annoyance. Rather, it can be a huge source of financial stress. The good news is that there are steps you can take to stay ahead of inflation in retirement. Here are a few strategies to consider. 1. Delay Social Security Social Security is designed to keep up with inflation. Each year, benefits are eligible for a cost-of-living adjustment, or COLA. Unfortunately, those COLAs tend to fall flat, namely because they're not based on senior-specific inflation, but rather, broad inflation. That said, if you delay your Social Security claim past full retirement age, you can boost your checks by 8% per year you wait, up until age 70. If you start off with larger guaranteed benefits, it'll put that much less pressure on your portfolio. And also, each COLA that comes through should be worth more if you're starting off with a larger baseline. 2. Don't get too conservative with your investments It's natural to want to unload some risk in your portfolio once you retire. But if you invest too conservatively, your portfolio may not manage to keep up with inflation. While it's generally not the best idea to have 90% of your assets or more in stocks as a retiree, it may be a good idea to have, say, 60% of your portfolio in the stock market, or 50%. That way, you're not completely exposed to volatility, but a good portion of your assets may be set up to generate strong returns that help you maintain your buying power. 3. Be flexible with your spending and withdrawal strategy A lot of people decide they're going to withdraw the same amount of money from their savings, regardless of market performance. If you stick to that approac...
Brighton Corn Exchange The fantastically confident standup is a blast from the start with her takes on menopause, parenting and her upbringing Model, actor, journalist, comedian: no doubting Michelle De Swarte is a jack of all trades, but is she a master of this one? On the evidence of her funny and mouthy touring show, it’s a yes. The set may not tread novel ground for comedy – far from it – nor ...
Brighton Corn Exchange The fantastically confident standup is a blast from the start with her takes on menopause, parenting and her upbringing Model, actor, journalist, comedian: no doubting Michelle De Swarte is a jack of all trades, but is she a master of this one? On the evidence of her funny and mouthy touring show, it’s a yes. The set may not tread novel ground for comedy – far from it – nor cohere around any particular theme. But The Afters is distinguished by a fantastically confident and cavalier standup voice, as the south Londoner fires off hot and heedless takes on the menopause, parenting and her unconventional upbringing. You feel in safe hands from the get-go when De Swarte turns what you assume to be some off-the-peg, flatter-the-locals crowd work into a fine set piece about cultural appropriation and Norfolk seafarers. She follows up with a number about a “poor-off” contest she had with a citizen of Bradford, whose salty tang of truth adds up to something far funnier than the usual comedy of class cliches. Then comes our host’s menopause material, distinguished from comparable routines by the pose of stroppy denial De Swarte strikes that such a fate might ever befall her. Touring until 30 May Continue reading...
The increasing demand and tight supply of memory for artificial intelligence infrastructure buildouts will prompt prices of some memory types to surge by more than 100%, according to Wedbush. "Not surprisingly, pricing for memory continues to lift aggressively, with DRAM and NAND likely to see 1H pricing increases well into the triple digits from CQ4'25 levels, with gains for the former likely app...
The increasing demand and tight supply of memory for artificial intelligence infrastructure buildouts will prompt prices of some memory types to surge by more than 100%, according to Wedbush. "Not surprisingly, pricing for memory continues to lift aggressively, with DRAM and NAND likely to see 1H pricing increases well into the triple digits from CQ4'25 levels, with gains for the former likely approaching 130% - 150% and the latter nearly as robust," said Wedbush analysts in a Monday investor report. This should bode well for memory makers such as Micron Technology ( MU ), Seagate Technology ( STX ), and Western Digital ( WDC ). "No one should be surprised by an improvement in memory," Wedbush said. "However, the magnitude of the spike highlights how much markets have continued to improve as Q1 has progressed and certainly fits our recent positive checks around memory and MU's robust results and guidance." "And we believe, given both this backdrop as well as further shortfalls in supply vs. demand, that HDD vendors are looking to price their future contracts more aggressively than they have previously suggested," Wedbush noted. Framed around this supply chain backdrop, Nvidia ( NVDA ) appears all set to acquire the necessary source components for its AI hardware. This was confirmed by CEO Jensen Huang's comments at GTC last week, where he guided for $1T in incoming revenue demand from its Blackwell and Rubin systems alone. "And NVDA's announcements around additional deals (including last week's AMZN collaboration), our positive checks across vendors and supply chains around 2026 and 2027 demand, and NVDA's best-in-class sourcing arrangements (at least through 2026) all validate this target," Wedbush said. The high demand has shown up in the Taiwan tech composite, which was up 4% in February. Taiwan Semiconductor Manufacturing ( TSM ) was up 3.6% during Monday morning market action. However, industry insiders have become more pessimistic on trends this year for PCs a...
Supreme Court declines to review press freedom case toggle caption Brendan Smialowski/AFP via Getty Images The Supreme Court declined Monday to hear a case testing a Texas law allowing law enforcement to arrest reporters who obtain information from government employees. Justice Sonia Sotomayor dissented from the decision not to hear the case. "This case implicates one of the most basic journalisti...
Supreme Court declines to review press freedom case toggle caption Brendan Smialowski/AFP via Getty Images The Supreme Court declined Monday to hear a case testing a Texas law allowing law enforcement to arrest reporters who obtain information from government employees. Justice Sonia Sotomayor dissented from the decision not to hear the case. "This case implicates one of the most basic journalistic practices of them all: asking sources within the government for information. Each day, countless journalists follow this practice, seeking comment, confirmation, or even 'scoops' from governmental sources," she wrote. "Reasonably so." In 2017, Laredo, Texas, journalist Priscilla Villarreal, also known as "LaGordiLoca." was arrested for publishing news stories about a border agent's public suicide and a car crash. She was arrested because she fact-checked her stories with information voluntarily provided by a police officer. Sponsor Message "This was a blatant First Amendment violation," Sotomayor wrote in her dissent. "No reasonable officer would have thought that he could have arrested Villarreal, consistent with the Constitution, for asking the questions she asked. Such an arrest is plainly inconsistent with basic First Amendment principles." The Texas law had never been enforced before Villarreal's case. The law makes it a felony to solicit from public officials information that has not previously been publicly disclosed. After a Texas court judge held that the statute was unconstitutionally vague, Villarreal sued both the prosecutors and police officers responsible for her arrest. When law enforcement officers appealed, a panel of three Fifth Circuit federal appeals court judges ruled for Villarreal, asserting that: "If the First Amendment means anything, it surely means that a citizen journalist has the right to ask a public official a question, without fear of being imprisoned. Yet that is exactly what happened here: Priscilla Villarreal was put in jail for asking a...