The U.S. economy is still strong and solid. The economic recovery became apparent as U.S. GDP was confirmed at 3.8% in the second quarter, but the market reacted to it as a burden on valuation. That’s because we’ve seen the solid economy as a weakening expectation for a rate cut. The upside catalyst for the…

🚨 Chairman Powell’s unusual warning of market overheating… The serious reason is margin debt? 📈 Current U.S. stock market conditions The S&P 500 is up more than 2% for 107 days, its longest record since July 2024. Unprofitable non-profit tech companies, in particular, have surged 21% since late July, revealing full expectations for the resumption…

Tesla News Recap Steady Higher Even With Crisis

Morgan Stanley: “Memory Supercycle” 2) NAND Market Continues to Grow in ’26 3) HBM Base Die: Additional Growth Drivers For Foundry And ASIC Services Companies REPORT

AI researchers have made another breakthrough. The study, published in the journal Nature Computational Science, suggests a new way of computation that enables large language models (LLMs) to run 100 times faster and 10,000 times more energy-efficiently than they are today. The point is simple. Existing GPUs have to constantly exchange data between the calculator…