The US Is Still A Decade Away From Breaking China’s Rare Earth Hold The U.S. is still at least a decade away from meaningfully reducing its dependence on China for the most critical rare earth minerals, despite billions of dollars in new investment and political pledges to move faster, according to a new report from Bloomberg . While Washington has pushed to build domestic mining, refining, and ma...
The US Is Still A Decade Away From Breaking China’s Rare Earth Hold The U.S. is still at least a decade away from meaningfully reducing its dependence on China for the most critical rare earth minerals, despite billions of dollars in new investment and political pledges to move faster, according to a new report from Bloomberg . While Washington has pushed to build domestic mining, refining, and manufacturing capacity, analysts say China is likely to retain its dominance over heavy rare earths—particularly dysprosium and terbium—until at least the mid-2030s. Those minerals are essential for the high-performance magnets used in fighter jets, submarines, missiles, electric vehicles, wind turbines, and other advanced technologies. Forecasts from McKinsey & Company, CRU Group, and Benchmark Mineral Intelligence suggest producers outside China will meet less than 20% of global demand for dysprosium and terbium by 2035. The U.S. and its allies may make faster progress in reducing reliance on China for more abundant light rare earths, but the heavier materials remain far harder to replace. The challenge is not simply digging more minerals out of the ground. Rare earth production involves mining ore, separating it into oxides, and then converting those materials into metals and magnets...a supply chain China dominates at nearly every step. Heavy rare earths are especially difficult because they are less abundant and far more complex to refine. Producing ultra-pure material can require more than 1,000 chemical separation stages, and even small mistakes can affect magnet performance. Over decades, China built a deep advantage through refining infrastructure, technical expertise, and government-backed industrial policy. It also restricted exports of certain processing technologies, making it harder for competitors to catch up. The U.S., by comparison, has only a small pool of specialists with experience in rare earth separation and processing. Bloomberg writes that Washington h...
Shorting a giant: Who is betting against Google, and what do they see in the technicals, that most miss? # - - - - - Fundmentals: Global Trend: Definitely Bullish 1. One of the world's top cash-generating machines, making it highly attractive to investors and using its cash capacity for share buybacks. 2. Technology dominance and competitive power in a wide range of digital markets (search, data, ...
Shorting a giant: Who is betting against Google, and what do they see in the technicals, that most miss? # - - - - - Fundmentals: Global Trend: Definitely Bullish 1. One of the world's top cash-generating machines, making it highly attractive to investors and using its cash capacity for share buybacks. 2. Technology dominance and competitive power in a wide range of digital markets (search, data, AI, content, etc.) due to acquiring the elite tech talent working and creating for the company. 3. A dirty but wealthy market player, meaning the company either buys competitors with better technologies or destroys them with lawsuits. Local Trend: Slightly Bearish 1. Due to increased energy costs for DCs (data centers, which the media attributes to AI) and current global energy demand, expenses might rise; consequently, the company will burn its cash and will have less power for buybacks. 2. There are still some powerful competitors in some markets where Google participates which are wealthy enough to fight back and steal customers from Google. 3. The most important point: big capital is rational and it sells on highs in order to buy on lows. And we are still not that far from the highs. This also happens because of difficult market sentiment, leading investors to make decisions quickly. # - - - - - Technicals: 1. The space above the recent high is empty so in case the price finds the bullish momentum, the upper bound will be unpredictable. BUT 2. An unclosed liquidity pocket and 1D Imbalances are directly below the low of the current 1W candle followed by the recent accumulation zone. A number of liquidity pockets follow down to 189.0 with another 1D Imbalance zone 3. The 2 zones which the price might see as targets for retest are the and the more important zone. This can be seen by the volumes traded during the recent consolidation of the price in the aforementioned zones. 4. The yellow lines at 259.0 and 200.0 are the first spots where the price will be protected by bull...
China confirms it will buy 200 Boeing jets after Trump-Xi summit The two sides will also work towards an extension to the tariffs truce they agreed in October, China's Commerce Ministry said.
China confirms it will buy 200 Boeing jets after Trump-Xi summit The two sides will also work towards an extension to the tariffs truce they agreed in October, China's Commerce Ministry said.
On May 12, 2026, Micron Technology, Inc. said it had begun sampling 256GB DDR5 RDIMM server modules using its 1-gamma DRAM, which support speeds up to 9,200 MT/s and more than 40% lower operating power versus pairing two 128GB modules. By combining 3D-stacked dies, through-silicon vias and high-density capacity in a single DIMM, Micron is directly targeting AI data centers’ need to boost memory pe...
On May 12, 2026, Micron Technology, Inc. said it had begun sampling 256GB DDR5 RDIMM server modules using its 1-gamma DRAM, which support speeds up to 9,200 MT/s and more than 40% lower operating power versus pairing two 128GB modules. By combining 3D-stacked dies, through-silicon vias and high-density capacity in a single DIMM, Micron is directly targeting AI data centers’ need to boost memory per socket without breaching tight power and thermal limits. We’ll now examine how Micron’s ultra-dense 256GB DDR5 module, tailored for power‑efficient AI data centers, influences its investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. Micron Technology Investment Narrative Recap To own Micron today, you generally need to believe that AI data centers will keep rewarding higher density, higher bandwidth and better power efficiency in memory. The new 256GB 1 gamma DDR5 RDIMM fits that thesis by pushing capacity and power savings at the module level, but it does not change the key near term swing factors: how tight the AI DRAM / HBM supply balance remains, and whether heavy capex eventually weighs on returns. The May 12 sampling announcement matters most alongside Micron’s March guidance for record Q3 2026 revenue of US$33.5 billion and strong margins. Together, they tie the story back to AI infrastructure: Micron is not just talking about AI memory demand, it is shipping and sampling concrete products such as HBM, SOCAMM2 and now ultra dense DDR5, which all sit directly in the critical path of AI servers and reinforce the current earnings and cash flow outlook. Yet against that optimism, investors should be aware that rising capital intensity and the risk of a future oversupply driven by aggressive DRAM expansion plan...
On May 12, 2026, Micron Technology, Inc. said it had begun sampling 256GB DDR5 RDIMM server modules using its 1-gamma DRAM, which support speeds up to 9,200 MT/s and more than 40% lower operating power versus pairing two 128GB modules. By combining 3D-stacked dies, through-silicon vias and high-density capacity in a single DIMM, Micron is directly targeting AI data centers’ need to boost memory pe...
On May 12, 2026, Micron Technology, Inc. said it had begun sampling 256GB DDR5 RDIMM server modules using its 1-gamma DRAM, which support speeds up to 9,200 MT/s and more than 40% lower operating power versus pairing two 128GB modules. By combining 3D-stacked dies, through-silicon vias and high-density capacity in a single DIMM, Micron is directly targeting AI data centers’ need to boost memory per socket without breaching tight power and thermal limits. We’ll now examine how Micron’s ultra-dense 256GB DDR5 module, tailored for power‑efficient AI data centers, influences its investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 14 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement. Micron Technology Investment Narrative Recap To own Micron today, you generally need to believe that AI data centers will keep rewarding higher density, higher bandwidth and better power efficiency in memory. The new 256GB 1 gamma DDR5 RDIMM fits that thesis by pushing capacity and power savings at the module level, but it does not change the key near term swing factors: how tight the AI DRAM / HBM supply balance remains, and whether heavy capex eventually weighs on returns. The May 12 sampling announcement matters most alongside Micron’s March guidance for record Q3 2026 revenue of US$33.5 billion and strong margins. Together, they tie the story back to AI infrastructure: Micron is not just talking about AI memory demand, it is shipping and sampling concrete products such as HBM, SOCAMM2 and now ultra dense DDR5, which all sit directly in the critical path of AI servers and reinforce the current earnings and cash flow outlook. Yet against that optimism, investors should be aware that rising capital intensity and the risk of a future oversupply driven by aggressive DRAM expansion plan...