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Matt Phillips
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Samsung’s massive Q1 fails to lift Sandisk, other data center plays
Most memory stocks were down Tuesday, as the surge in oil prices and ongoing war with Iran muted much of the AI data center trade…
Intel rises on news it will join Elon Musk’s Terafab project
Could this be the long-sought solution for the company’s floundering foundry division?
Iran war winners Dow, LyondellBasell downgraded by Bank of America
BofA analysts think this year’s war-related surge for petrochemical prices likely won’t last.
Space stocks rip during a topsy-turvy day for the equity market
The overall market is seeing a lot of volatility.
The Iran war oil shock gave the markets ’70s stagflation vibes
These trades suggest the market is pricing in some chance we’ll enter a high-inflation, low-growth economy.
Energy stocks tumble after massive March
March madness for energy stocks appears to be over.
Data center trade reboots amid Iran relief rally
The data center trade is getting a big, broad reboot Wednesday.
Memory stocks bounce as Bernstein analyst calls TurboQuant fears “overdone”
Today’s rally stands in stark contrast to the pummeling these shares have endured over the last week.
Constellation tumbles after posting underwhelming guidance, failing to announce new data center deals
“We’re not ready to announce anything today,” Constellation’s CEO said.
British government weighs removing Palantir from NHS data systems
Amid the Iran war, the company’s close identification with US military and intelligence activity has generated pushback in some other business lines.
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