TradingKey - According to a report by South Korean media outlet THE ELEC on Monday, Micron Technology ( MU )'s sixth-generation High Bandwidth Memory, HBM4, production ramp-up is twice as fast as its 12-layer HBM3 products, with yield rates improving simultaneously. Meanwhile, Micron is outsourcing the base die for its next-generation HBM4E to TSMC, with mass production planned for 2027. Market ex...
TradingKey - According to a report by South Korean media outlet THE ELEC on Monday, Micron Technology ( MU )'s sixth-generation High Bandwidth Memory, HBM4, production ramp-up is twice as fast as its 12-layer HBM3 products, with yield rates improving simultaneously. Meanwhile, Micron is outsourcing the base die for its next-generation HBM4E to TSMC, with mass production planned for 2027. Market expectations for Micron have shifted from three months ago, when it was "excluded from NVIDIA's ( NVDA) supply chain," to now becoming a "key supplier." The market's focus is on whether this reversal can propel Micron's stock price past $1,000? HBM4 First-Year Orders Once Faced "Zeroing Out" Crisis On February 9, 2026, industry analysis firm SemiAnalysis released a report slashing its forecast for Micron's first-year HBM4 order share on NVIDIA's Vera Rubin platform to "zero," estimating that SK Hynix will capture approximately 70% while Samsung secures 30%. Micron insisted on designing and manufacturing HBM4 base dies in-house without utilizing external advanced nodes, causing its samples to lag behind in key performance metrics such as pin speed. The root of Micron's crisis lies in its strategic choices: in the HBM sector, characterized by rapid iterations and deep integration with logic processes, the company underestimated customers' reliance on advanced foundry services at the time. Q1 Mass Production Announced; HBM4 Returns to Supply Chain On March 17, Micron announced that its 12-high stacked 36GB HBM4, designed specifically for NVIDIA's Vera Rubin platform, began mass production and shipping in the first quarter of 2026. The product features a pin speed of 11.2 Gb/s and a bandwidth of 2.8 TB/s, with power efficiency improved by 23% compared to HBM3E. Manish Bhatia, Micron's Vice President of Global Operations, confirmed that Micron has become one of the key suppliers for the Vera Rubin platform, directly debunking market projections of "zero market share." Although Cou...
Last year was a history-maker in several respects for America's leading retirement program, Social Security. We witnessed the average monthly retired-worker benefit surpass $2,000 for the first time, celebrated the 90th anniversary of the Social Security Act being signed into law, and saw Social Security's cost-of-living adjustment (COLA) meet or exceed 2.5% for a fifth consecutive year (that last...
Last year was a history-maker in several respects for America's leading retirement program, Social Security. We witnessed the average monthly retired-worker benefit surpass $2,000 for the first time, celebrated the 90th anniversary of the Social Security Act being signed into law, and saw Social Security's cost-of-living adjustment (COLA) meet or exceed 2.5% for a fifth consecutive year (that last happened three decades ago). Arguably, no announcement is more anticipated by Social Security's more than 54 million retired-worker beneficiaries than the annual COLA reveal -- and based on the latest update, it could be historically large, courtesy of a second consecutive year with a Trump bump. What is Social Security's COLA, and why does it matter? Over time, the price we pay for goods and services rises. If Social Security benefits didn't adjust to account for the effects of inflation (rising prices), beneficiaries would see their purchasing power decline. Social Security's COLA is essentially a near-annual "raise" that attempts to offset the inflationary pressures program recipients have faced. You'll note the quotation marks around the word raise, and that's purposeful. Social Security's COLA is designed only to keep beneficiaries on par with inflation and isn't like a true raise from an employer, where an individual has an opportunity to outrun inflation. Since 1975, the Consumer Price Index for Urban Wage Earners and Clerical Workers (CPI-W) has served as the inflation yardstick for Social Security. This inflationary index has north of 200 spending categories, each with its own unique percentage weighting. These weightings are what allow the CPI-W to be whittled down to a single figure each month, providing simple year-over-year comparisons of price changes. The quirk with Social Security's COLA is that only trailing 12-month CPI-W readings ending in July, August, and September (the third quarter) factor into the calculation. If the average third-quarter CPI-W read...
A new US immigration policy could force many green card applicants to leave the country and apply from abroad, disrupting families, careers and long-term settlement plans for Asian migrants already facing years-long visa backlogs. US Citizenship and Immigration Services said on May 22 that it would grant “adjustment of status” only in “extraordinary circumstances”, referring to the previous proces...
A new US immigration policy could force many green card applicants to leave the country and apply from abroad, disrupting families, careers and long-term settlement plans for Asian migrants already facing years-long visa backlogs. US Citizenship and Immigration Services said on May 22 that it would grant “adjustment of status” only in “extraordinary circumstances”, referring to the previous process allowing prospective immigrants already in the US to apply for permanent residence without leaving the country. The shift would push most applicants towards consular processing overseas, meaning they may have to leave the US for interviews at embassies or consulates abroad and wait while their cases are processed. Advertisement For many immigrants, a green card, officially known as a Permanent Resident Card, is the main route to long-term economic security in the US, granting them the right to live and work in the country indefinitely, with some eventually applying for citizenship after meeting residency requirements. “The new rules, if implemented, will of course disrupt the plans of hundreds of thousands of families and individuals in the US,” said Russell A. Stamets, who specialises in offering legal advice to people who want to do business in the US and is a partner at the New Delhi-based law firm Circle of Counsels. Advertisement He said the revised rules appeared to have an immediate deterrent effect, regardless of whether the applicants could prevail in any legal challenges.
China’s Commerce Minister Wang Wentao attends the press conference following the APEC Ministers Responsible for Trade Meeting in Suzhou on Saturday. Photo: Ministry of Commerce APEC trade ministers have agreed on a range of issues in the eastern Chinese city of Suzhou, including digital trade, AI cooperation, supply-chain resilience and a new services roadmap aimed at reducing barriers to services...
China’s Commerce Minister Wang Wentao attends the press conference following the APEC Ministers Responsible for Trade Meeting in Suzhou on Saturday. Photo: Ministry of Commerce APEC trade ministers have agreed on a range of issues in the eastern Chinese city of Suzhou, including digital trade, AI cooperation, supply-chain resilience and a new services roadmap aimed at reducing barriers to services trade and supporting growth and jobs. The consensus was reached at the Asia-Pacific Economic Cooperation (APEC) Ministers Responsible for Trade Meeting, held amid rising trade restrictions and geopolitical tensions weighing on global and regional growth.
Redstone Wealth Management LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 4,000 shares of the semiconductor manufacturer's stock, valued at approximately $857,000. Advanced Micro Devices makes up 0.7% of Redstone Wealth Management LLC's portfolio, making th...
Redstone Wealth Management LLC acquired a new stake in shares of Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm acquired 4,000 shares of the semiconductor manufacturer's stock, valued at approximately $857,000. Advanced Micro Devices makes up 0.7% of Redstone Wealth Management LLC's portfolio, making the stock its 18th largest position. Several other large investors have also bought and sold shares of AMD. Joseph Group Capital Management bought a new position in Advanced Micro Devices during the 4th quarter valued at $25,000. Koesten Hirschmann & Crabtree INC. lifted its stake in Advanced Micro Devices by 61.0% during the 3rd quarter. Koesten Hirschmann & Crabtree INC. now owns 161 shares of the semiconductor manufacturer's stock valued at $26,000 after acquiring an additional 61 shares in the last quarter. Aviso Financial Inc. raised its stake in shares of Advanced Micro Devices by 400.0% during the 3rd quarter. Aviso Financial Inc. now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after purchasing an additional 160 shares during the period. Delos Wealth Advisors LLC raised its stake in shares of Advanced Micro Devices by 100.0% during the 3rd quarter. Delos Wealth Advisors LLC now owns 200 shares of the semiconductor manufacturer's stock worth $32,000 after purchasing an additional 100 shares during the period. Finally, LFA Lugano Financial Advisors SA raised its stake in shares of Advanced Micro Devices by 74.1% during the 3rd quarter. LFA Lugano Financial Advisors SA now owns 235 shares of the semiconductor manufacturer's stock worth $38,000 after purchasing an additional 100 shares during the period. 71.34% of the stock is currently owned by institutional investors. Get Advanced Micro Devices alerts: Sign Up More Advanced Micro Devices News Here are the key news stories impacting Advanced Micro Devices this week: Insider Transactions at Adva...
Glenview Trust Co lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,987 shares of the semiconductor manufacturer's stock after purchasing an additional 2,994 shares during the period. Glenview Trust Co's holdings in Adv...
Glenview Trust Co lifted its position in Advanced Micro Devices, Inc. (NASDAQ:AMD - Free Report) by 9.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 34,987 shares of the semiconductor manufacturer's stock after purchasing an additional 2,994 shares during the period. Glenview Trust Co's holdings in Advanced Micro Devices were worth $7,493,000 as of its most recent filing with the Securities and Exchange Commission (SEC). Several other large investors have also recently made changes to their positions in AMD. Impax Asset Management Group plc increased its holdings in Advanced Micro Devices by 326.5% in the 3rd quarter. Impax Asset Management Group plc now owns 52,068 shares of the semiconductor manufacturer's stock worth $8,424,000 after acquiring an additional 39,861 shares in the last quarter. Jefferies Financial Group Inc. increased its holdings in Advanced Micro Devices by 6,228.8% in the 4th quarter. Jefferies Financial Group Inc. now owns 308,021 shares of the semiconductor manufacturer's stock worth $65,966,000 after acquiring an additional 303,154 shares in the last quarter. Zweig DiMenna Associates LLC increased its holdings in Advanced Micro Devices by 127.6% in the 3rd quarter. Zweig DiMenna Associates LLC now owns 72,602 shares of the semiconductor manufacturer's stock worth $11,746,000 after acquiring an additional 40,708 shares in the last quarter. Wedbush Securities Inc. increased its holdings in Advanced Micro Devices by 7.8% in the 3rd quarter. Wedbush Securities Inc. now owns 84,256 shares of the semiconductor manufacturer's stock worth $13,632,000 after acquiring an additional 6,095 shares in the last quarter. Finally, WealthPlan Investment Management LLC increased its holdings in Advanced Micro Devices by 338.5% in the 4th quarter. WealthPlan Investment Management LLC now owns 6,157 shares of the semiconductor manufacturer's stock worth $1,319,000 afte...
PlayStation is not integrating XRP, and there is no partnership between Sony and Ripple in any corporate filing, press release, or regulatory disclosure reviewed for this article. The claim, which has circulated with renewed intensity across crypto social media, centers on the term ‘North Star,’ which Ripple CEO Brad Garlinghouse has used publicly to describe the company’s internal strategic direc...
PlayStation is not integrating XRP, and there is no partnership between Sony and Ripple in any corporate filing, press release, or regulatory disclosure reviewed for this article. The claim, which has circulated with renewed intensity across crypto social media, centers on the term ‘North Star,’ which Ripple CEO Brad Garlinghouse has used publicly to describe the company’s internal strategic direction, not a product code name or a consumer-brand integration roadmap. #Ripple CEO Brad Garlinghouse Reaffirms $XRP Is Key: “All Roads Lead Back to Ripple’s North Star, XRP”. Garlinghouse has again emphasized the central role of XRP to the vision and direction of the Ripple ecosystem. He reaffirmed Ripple’s north star as XRP in reaction to a… pic.twitter.com/G6L2N2C1Ov — TheCryptoBasic (@thecryptobasic) April 29, 2026 This is not simply a viral rumor. It is a structural misreading of corporate strategy language, and the misreading follows a pattern that has produced phantom Sony, Amazon, and Apple partnerships for XRP at regular intervals since at least 2021. We suspect the confusion persists because Garlinghouse’s rhetoric is genuinely expansive; ‘all roads lead back to XRP’ is a statement about ecosystem design philosophy, not a disclosure, and XRP communities have developed a reading practice that treats executive ambition as confirmatory evidence of undisclosed deals. (SOURCE: TradingView) The Ripple North Star Strategy: What the Internal Framework Actually Means and Why It Is Not a PlayStation Partnership The term functions as follows: ‘North Star’ is standard corporate strategy language for a guiding organizational objective – the fixed directional reference against which product decisions, capital allocation, and partnership activity are evaluated. Garlinghouse applied the label to XRP in early 2026 during community events and interviews, describing XRP as the anchor asset around which Ripple’s full product stack, RippleNet, On-Demand Liquidity, and RLUSD, is designe...
Morningstar Investment Management LLC lowered its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 14.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,784 shares of the enterprise software provider's stock after selling 10,189 shares during the period. Oracle makes up 0.7% ...
Morningstar Investment Management LLC lowered its holdings in shares of Oracle Corporation (NYSE:ORCL - Free Report) by 14.4% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 60,784 shares of the enterprise software provider's stock after selling 10,189 shares during the period. Oracle makes up 0.7% of Morningstar Investment Management LLC's holdings, making the stock its 22nd largest position. Morningstar Investment Management LLC's holdings in Oracle were worth $11,847,000 as of its most recent SEC filing. Several other hedge funds have also recently added to or reduced their stakes in the business. SLT Holdings LLC bought a new stake in Oracle during the 4th quarter valued at $218,000. Glenview Trust Co increased its position in shares of Oracle by 0.4% during the 4th quarter. Glenview Trust Co now owns 290,762 shares of the enterprise software provider's stock valued at $56,672,000 after purchasing an additional 1,241 shares during the period. Elite Life Management LLC increased its position in shares of Oracle by 76.5% during the 4th quarter. Elite Life Management LLC now owns 2,248 shares of the enterprise software provider's stock valued at $438,000 after purchasing an additional 974 shares during the period. Allen Capital Group LLC increased its position in shares of Oracle by 24.0% during the 4th quarter. Allen Capital Group LLC now owns 4,061 shares of the enterprise software provider's stock valued at $792,000 after purchasing an additional 785 shares during the period. Finally, Wealthquest Corp acquired a new position in shares of Oracle during the 4th quarter valued at $416,000. Institutional investors own 42.44% of the company's stock. Get Oracle alerts: Sign Up Oracle Stock Performance Shares of NYSE ORCL opened at $192.13 on Monday. The company has a quick ratio of 1.35, a current ratio of 1.35 and a debt-to-equity ratio of 3.66. The stock has a market ...
Morningstar Investment Management LLC lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 61.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,337 shares of the semiconductor company's stock after selling 62,972 shares during the...
Morningstar Investment Management LLC lessened its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 61.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 39,337 shares of the semiconductor company's stock after selling 62,972 shares during the period. Taiwan Semiconductor Manufacturing comprises 0.7% of Morningstar Investment Management LLC's holdings, making the stock its 21st largest position. Morningstar Investment Management LLC's holdings in Taiwan Semiconductor Manufacturing were worth $11,954,000 as of its most recent filing with the Securities and Exchange Commission. A number of other large investors have also recently added to or reduced their stakes in the company. SLT Holdings LLC increased its holdings in Taiwan Semiconductor Manufacturing by 8.9% during the 4th quarter. SLT Holdings LLC now owns 2,449 shares of the semiconductor company's stock worth $744,000 after purchasing an additional 200 shares in the last quarter. Allen Capital Group LLC increased its holdings in Taiwan Semiconductor Manufacturing by 0.5% during the 4th quarter. Allen Capital Group LLC now owns 45,038 shares of the semiconductor company's stock worth $13,687,000 after purchasing an additional 216 shares in the last quarter. Hantz Financial Services Inc. increased its holdings in Taiwan Semiconductor Manufacturing by 23.9% during the 4th quarter. Hantz Financial Services Inc. now owns 46,101 shares of the semiconductor company's stock worth $14,010,000 after purchasing an additional 8,885 shares in the last quarter. Wealthquest Corp bought a new position in Taiwan Semiconductor Manufacturing during the 4th quarter worth about $441,000. Finally, Dilation Capital Management LP acquired a new position in shares of Taiwan Semiconductor Manufacturing during the 4th quarter worth about $10,238,000. Institutional investors own 16.51...
Main Street Research LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 218,147 shares of the semiconductor company's stock after selling 2,724 shares during the period. Taiwan Semiconductor Manufacturing makes up ap...
Main Street Research LLC lessened its holdings in Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 1.2% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 218,147 shares of the semiconductor company's stock after selling 2,724 shares during the period. Taiwan Semiconductor Manufacturing makes up approximately 3.7% of Main Street Research LLC's portfolio, making the stock its 9th biggest holding. Main Street Research LLC's holdings in Taiwan Semiconductor Manufacturing were worth $66,466,000 at the end of the most recent quarter. A number of other hedge funds and other institutional investors have also recently modified their holdings of TSM. Stephens Consulting LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 82.0% in the 4th quarter. Stephens Consulting LLC now owns 91 shares of the semiconductor company's stock worth $28,000 after buying an additional 41 shares during the last quarter. Ares Financial Consulting LLC purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $29,000. Resources Management Corp CT ADV purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 2nd quarter worth approximately $32,000. Maseco LLP purchased a new position in shares of Taiwan Semiconductor Manufacturing in the 4th quarter worth approximately $35,000. Finally, Cedar Wealth Management LLC boosted its stake in shares of Taiwan Semiconductor Manufacturing by 91.4% in the 3rd quarter. Cedar Wealth Management LLC now owns 134 shares of the semiconductor company's stock worth $37,000 after buying an additional 64 shares during the last quarter. Hedge funds and other institutional investors own 16.51% of the company's stock. Get TSM alerts: Sign Up Wall Street Analysts Forecast Growth A number of equities analysts have recently weighed in on TSM shares. Weiss Ratings upgraded Taiwan Se...
Pope Leo called for the “disarming” of artificial intelligence in his long-awaited manifesto on the rapidly developing technology on Monday, and warned of “new forms of slavery” behind its rise. The “just war” theory – espoused recently by the Trump administration – was “outdated”, Pope Leo XIV wrote in his first encyclical, which he presented in person at the Vatican, alongside AI experts includi...
Pope Leo called for the “disarming” of artificial intelligence in his long-awaited manifesto on the rapidly developing technology on Monday, and warned of “new forms of slavery” behind its rise. The “just war” theory – espoused recently by the Trump administration – was “outdated”, Pope Leo XIV wrote in his first encyclical, which he presented in person at the Vatican, alongside AI experts including the co-founder of US giant Anthropic. The first US pope, who has clashed with the White House over the Iran war and its use of religion to justify conflict, sounded the alarm over AI-directed weaponry, saying it was “not permissible to entrust lethal” decisions to tech. Advertisement US giant Anthropic, which has staked its position as an ethical AI company , is embroiled in a legal battle with the US military after opposing the use of its technology for lethal autonomous warfare and mass surveillance. Without naming US President Donald Trump, Leo stressed it was “important to reaffirm that the ‘just war’ theory, which has all too often been used to justify any kind of war, is now outdated”. Co-founder of US artificial intelligence (AI) company Anthropic, Christopher Olah, attends the presentation of Pope Leo’s first Encyclical Letter ‘Magnifica Humanitas’, focused on the rise of artificial intelligence, in the Vatican on Monday. Photo: AFP “No algorithm can make war morally acceptable,” he added.
Oil prices have fallen below $100 a barrel and stock markets have risen on hopes that the US and Iran are inching closer to a peace deal. Brent crude futures, the global oil benchmark, were down 5.5% to just below $98 a barrel, the lowest levels in two weeks, with hopes that an agreement to end the US-Israeli war on Iran can be struck. However, the US and Iran remain at odds over key issues such a...
Oil prices have fallen below $100 a barrel and stock markets have risen on hopes that the US and Iran are inching closer to a peace deal. Brent crude futures, the global oil benchmark, were down 5.5% to just below $98 a barrel, the lowest levels in two weeks, with hopes that an agreement to end the US-Israeli war on Iran can be struck. However, the US and Iran remain at odds over key issues such as Iran’s blockade of the strait of Hormuz. The strait’s de facto closure sent energy prices soaring after the US and Israel first launched missile strikes on Tehran on 28 February. Warren Patterson, the head of commodities strategy at ING, told Reuters: “We’ve been at this stage before, only for talks to break down. Therefore, the market will likely be more cautious about overreacting.” Japan’s Nikkei rose nearly 3% and the pan-European Stoxx 600 index was up 0.8%. Several markets were closed on Monday for a public holiday, including in the US and the UK. The dollar dipped 0.25% against a basket of major currencies on Monday. The pound gained 0.5% to $1.3492, the highest since 14 May. Stephen Innes, an independent analyst, said: “Treasury futures rallied, gold climbed and equity futures pushed higher as investors started pricing the possibility that the world’s most dangerous energy choke point may soon reopen to something resembling normal flow. “The market response made perfect sense given how much inflation fear and hawkish rate pricing had been embedded into the curve during the recent energy shock.” Inflation fears have risen around the world because of the higher cost of oil, gas and many other materials including fertiliser, which is expected to drive food prices sharply higher in the coming months. As a result, expectations of interest rate cuts from central banks prior to the Iran war quickly gave way to predictions of rate increases. Markets expect the Bank of England to raise rates twice this year.