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US Dollar Index (DXY) Breaks Above 100

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The US Dollar Index (DXY) has climbed past the 100 mark today, marking a first in 2026. The move is underpinned by a tense...

TrendForce Forecast NAND Prices Up 70–75% in Q2, With…

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NAND Flash contract prices were forecast to rise 70% to 75% quarter over quarter in Q2 2026 as AI-server demand redirected supply toward enterprise...

Palo Alto CEO has urgent warning for anyone using AI

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One crazy thing I have learned from technology companies is that the first narrative is rarely the final one. Cybersecurity has proved that. When...

Bill Ackman’s playbook outpaced the S&P for two decades

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Over the past two years, AI stocks and memory chipmakers delivered gains that have made diversified portfolios look sluggish. The temptation to abandon a...

Bessent doubles down on short-term debt as rates turn

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Anyone who has carried a balance on a credit card knows the part of debt that actually hurts. It is not the number you...