SanDisk warns that the current memory chip supercycle may not last as long as investors anticipate, raising concerns about future demand and market stability.
Sandisk: The Supercycle Won’t Last As Long As Investors Hope
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Economics
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AVUS: This All-American Fund Is Quietly Outperforming Its Peers
The AVUS fund is quietly outperforming its peer funds, raising questions about its strategy and future prospects amid market fluctuations.
Trump trusts Fed Chair Kevin Warsh. It matters for more than interest rates
President Trump has expressed trust in Kevin Warsh, the new Fed chair, which could influence interest rate decisions and Fed independence amid ongoing economic concerns.
SpaceX’s massive $2.1 trillion valuation may soon become its own worst enemy
SpaceX’s $2.1 trillion valuation may soon decline, posing risks to its financial stability. The development could impact investor confidence and future funding.
SpaceX IPO leaves retail investors with too few shares and a tough hold-or-sell decision
Retail investors received far fewer SpaceX shares than requested during the IPO, leading to mixed reactions and a challenging hold-or-sell decision.
The Club’s top 10 things to watch in the stock market Monday
CNBC’s Investing Club highlights the top 10 key developments to watch in the stock market this Monday, based on real-time trends and market indicators.
Baron Funds Got Boost From Updated Value of Their SpaceX Stock
Baron Funds’ recent financial update shows an increase in the valuation of their SpaceX holdings, impacting their overall portfolio value.
Billionaire Investor Ron Baron Has Already Made at Least a 1,312% Return on His Fund’s Investment in SpaceX. Here’s What He Thinks the Stock Will Be Worth in 10 to 15 Years
Billionaire investor Ron Baron has reportedly gained at least 1,312% from his SpaceX stake since investing in 2017, highlighting significant long-term gains.
Ten Reasons Oil Is Still Below $100 a Barrel
Despite expectations of a surge, oil prices stay below $100 due to multiple factors, including market softness and geopolitical dynamics. Here’s why.
The Stanford AI Index 2026 Audit: Reading the Field’s Annual Report Card With a Critic’s Pen
A detailed analysis of the Stanford AI Index 2026, highlighting its strengths, limitations, and implications for AI policy and research.
