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Tuesday, 25 August 2026

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Finance

SpaceX debut helps lift market sentiment after volatile week

U.S. stocks ended higher on June 12, 2026, with the Dow Jones Industrial Average gaining approximately 382 points, as declining oil prices, improving sentiment regarding developments in the Middle East, and strong inves…

How AI started turning memory into a structural bottleneck

The semiconductor market in early 2026 is experiencing a dramatic reversal that has caught many investors off guard. While Nvidia and other GPU makers trade sideways, memory stocks like SanDisk, Micron, and Western Digi…

Memory chip shortage: How crazy could it get?

Prices of memory are going crazy. SemiAnalysis has been calling this out for over a year since late 2024. The scariest thing is that we aren't even close to the peak. We go through fab by fab production and expansion ve…