The story told about Arm Holdings after 29 July is that a great quarter got sold for no reason. That is wrong, and the mistake matters if you are trying to price the stock. Arm beat its own revenue guidance, beat its own earnings guidance, and guided the next quarter above consensus — and the
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s own Form 10-Q for the quarter ended 27 June 2026 — and it is still one of the most misleading figures in large-cap technology. The loss was caused almost entirely by
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on Shanghai’s STAR Market on 27 July 2026 at 49 yuan, up 465.8% from an 8.66 yuan offer price, after raising 57.92 billion yuan — about
Treasury Secretary Scott Bessent’s intervention in the yen, a carefully altered debt-issuance sentence and his public support for Federal Reserve Chair Kevin Warsh form a pattern that investors should take seriously, according to Nigel Green, CEO of deVere Group. The pattern does show Washington’s sensitivity to a strained long end of the Treasury curve. It
Geopolitics and oil delays, shifting Federal Reserve rate expectations, and structural Japanese Yen weakness are driving global market uncertainty. Geopolitical Strains and Oil Price Pressures Ongoing uncertainty surrounding the Strait of Hormuz—driven by delayed talks, renewed geopolitical tensions, and Iran’s strict conditions for a full reopening—has kept crude oil prices elevated and fueled energy-driven inflation
Silver can be expected to rise further to the next resistance level 71.85 (former top of wave 2 from the start of June and the target for the completion of the active impulse wave C). Silver broke key resistance level 63.80 Likely to rise to resistance level 71.85 Silver recently broke above the key resistance
Applied Digital is not an AI story that needs the AI trade to keep working. That is the part the market keeps getting wrong. At $28.95 a share on 11 August 2026, Applied Digital (Nasdaq: APLD) carries a market capitalisation of roughly $8.44bn against approximately $36bn of contracted base-term lease revenue the company disclosed alongside
IREN’s revenue is going backwards. That single fact is missing from almost every bullish write-up of this stock, and it is the most important number in the file. In the quarter ended 31 March 2026, IREN Limited (Nasdaq: IREN) reported revenue of $144.8m — down from $184.7m the previous quarter — alongside a net loss
Palantir is not expensive because investors are irrational. It is expensive because it is doing something almost no software company has ever done, and the multiple is the market’s clumsy attempt to price that. At $172.52 a share on 11 August 2026, Palantir Technologies (Nasdaq: PLTR) carries a market capitalisation of roughly $414.4bn against full-year
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm payrolls fell by 23,000 in July against expectations for an 80,000 gain, reshuffling Fed rate expectations. September Fed hike odds dropped to ~44%, down from 67% a week earlier, with the Fed