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The assumption running through every memory desk this year is that a supplier in a shortage will take every yen the market offers.

The British pound-Japanese yen (GBP/JPY) pair has come under pressure as expectations for another Bank of Japan (BoJ) rate hike strengthen demand for

A $100 increase on a flagship phone looks like the memory shortage arriving in shops. It is closer to the opposite. Mobile DRAM

Updated 9 September 2026. SpaceX’s third scheduled lock-up tranche releases up to 319.0 million Class A shares today, and a separate 59.1 million

The consensus memory trade rests on a single assumption: Chinese supply cannot arrive before the 2027 demand peak. That assumption is now carrying

Intel could reduce its workforce by another 5% to 10% as chief executive Lip-Bu Tan continues to remove management layers and withdraw resources

WTI crude oil can be expected to rise further to the next resistance level 95.00 (target price for the completion of the active

Escalating Middle East energy shocks, global central bank tightening, and a surging Japanese Yen dominate shifting financial markets. Geopolitical Tensions and Energy Shocks