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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
The AI Boom Is Eating Its Own Margins

The AI Boom Is Eating Its Own Margins

Nvidia, Broadcom, NetApp, and Cisco are all experiencing gross margin compression due to surging memory costs driven by AI buildout. These companies are aggressively pre-buying memory, signaling expectations of prolonged scarcity and higher input costs, not just transitory supply chain noise.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Critical Metals: Tanbreez Is A Strategic Bottleneck, Not A Rare-Earth Price Bet

Critical Metals: Tanbreez Is A Strategic Bottleneck, Not A Rare-Earth Price Bet

Critical Metals offers unique exposure to heavy rare earths via the Tanbreez project, emphasizing strategic scarcity outside China over near-term price recovery. CRML has consolidated 92.5% ownership of Tanbreez, secured a 15-year offtake with REalloys, and initiated a 10,000-meter drilling program to advance resource definition. Tanbreez's competitive edge lies in its scale, heavy rare-earth content, low radioactivity, established licenses, and Atlantic shipping access, not immediate production or grade leadership.

Source: Seeking Alpha
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Source: Seeking Alpha News Agency
3 weeks ago
General Medium Importance
Calamos Convertible & High Income Fund Q2 2026 Commentary

Calamos Convertible & High Income Fund Q2 2026 Commentary

For the quarter ending June 30, 2026, Calamos Convertible & High Income Fund rose 24.62% on NAV and 28.01% on market price. The fund benefited from security selection and an average overweight allocation in information technology, as holdings in technology hardware, storage & peripherals and semiconductor materials & equipment added to returns. Relative to the comparator index, security selection within the real estate sector dampened relative performance, as holdings in data center REITs and real estate services lost ground.

Source: Seeking Alpha
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Source: Reuters News Agency
3 weeks ago
General Medium Importance
Trump's bid to shield chip supply chain could backfire in Tennessee

Trump's bid to shield chip supply chain could backfire in Tennessee

A Tennessee factory that Washington had hoped to protect as part of a push to safeguard the ‌U.S. semiconductor supply chain is at risk of closure after the Trump administration's new trade measures drove away its two remaining customers, according to sources familiar with the matter.

Source: Reuters
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Source: Invezz News Agency
3 weeks ago
General Medium Importance
Nasdaq futures rise 135 points: 5 things to know before Wall Street opens

Nasdaq futures rise 135 points: 5 things to know before Wall Street opens

US stock futures were mixed on Friday, with Nasdaq 100 contracts outperforming as investors waited for the August jobs report to test Wall Street's latest rebound. Nasdaq 100 futures rose about 135 points 0.4%, S&P 500 contracts edged up 0.1% and Dow futures were little changed in early trading.

Source: Invezz
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