We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
High-signal headlines only — macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Deal secures advanced chipmaking equipment as AI-driven memory demand intensifies and supply competition rises
South Korean chipmaker considers ADR sale to raise 10--15 trillion won for AI infrastructure and memory capacity growth.
Asian stock markets wobbled under tech-sector pressures Thursday, after the Nasdaq closed down 1.5%
Memory chip stocks are flying high on the AI build-out.
We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s share was trading at $435.28 as of January 628h. MU’s trailing and forward P/E were 39.00 and 12.97 respectively according to Yahoo Finance. Micron Technology, Inc. […]
The Kospi index is up 25.5% year to date, a world-best performance. The iShares MSCI South Korea ETF is up more than 27%, also outperforming country-specific ETFs. The S&P 500, by comparison, has nearly erased its 2026 gains.