When Western Digital completed the separation of its flash memory business into standalone SanDisk Corporation in February 2025, the consensus view was that the separation made structural sense but that value realisation
MoreThursday’s session ended the way Wednesday’s did, with all three major indices lower and the word “stagflation” circulating more openly on trading floors than at any point since 2022. The S&P 500
MoreWhile U.S. and European equities spent much of the week under pressure, South Korea’s stock market took a sharply different direction on Wednesday. The Kospi index surged more than 5% to close
MoreAtlassian CEO Mike Cannon-Brookes sent a staff memo on March 11 announcing the elimination of approximately 1,600 positions, about 10% of the company’s global workforce of nearly 14,000 employees. The stated rationale
MoreJensen Huang used the opening keynote of Nvidia’s annual GTC conference in San Jose to dramatically raise the company’s own revenue ambitions, telling an arena packed with more than 30,000 attendees that
MoreThe numbers Micron reported Wednesday night are striking not just for their scale but for what they suggest about the structural transformation underway in the semiconductor sector. Revenue nearly tripling in twelve
MoreWednesday’s close on Wall Street was an uncomfortable one. The Dow Jones Industrial Average finished down 768 points, settling at 46,225.15 and recording a new closing low for 2026. With the month-to-date
MoreReports out of Reuters have sent Meta Platforms into an unusual position: its stock went up on news that roughly 16,000 people may lose their jobs. The social media giant is reportedly
MoreWhile the broader market spent Wednesday nursing losses, Micron Technology delivered earnings after the bell that were extraordinary even by the outsized standards of the current AI cycle. The memory chipmaker’s fiscal
MoreThe Iran war entered a dangerous new phase on Wednesday when Israeli forces, in coordination with the United States, struck the South Pars gas field, the world’s largest natural gas reserve. The
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