The memory stock cycle of boom-bust-repeat is over, executives say
Shares of Micron have skyrocketed 370% over the past year, while Sandisk is up more than 1100%.
Iran war: Trump says he’ll tap Strategic Petroleum Reserve to cut energy costs
The U.S. currently has 415 million barrels of oil in its strategic reserve, about 58% of the authorized capacity of 714 million barrels.
Private credit could be the next crisis on Wall Street. How worried should investors be?
Goldman Sachs said roughly 80% of the direct lending market is held in vehicles that typically don’t allow investors to redeem capital on demand.
Trump will decide whether U.S. participates in IEA release of oil reserves, Interior Secretary says
The IEA is group of 32 advanced economies primarily in Europe, North America and northeast Asia. The U.S. is a member of the organization.
Microsoft plans to ship prototype of next Xbox console to developers in 2027
The next generation of Microsoft’s video game hardware will first land in the hands of developers next year.
Oracle’s TikTok stake sits at just over $2 billion, filing shows
Oracle bought 15% of TikTok’s U.S. operations in January after China’s ByteDance was forced by U.S. law to divest.
A tech patent licensor could be setting up to make another push higher, charts show
InterDigital collects royalties from device makers without making any physical products itself.
This AI server stock is set for a 50% rally, according to Bernstein
Bernstein believes that Dell’s AI server revenue could reach $50 billion by fiscal year 2027.
Food prices could rise as Iran conflict disrupts fertilizer supply chain
The Iran conflict is disrupting fertilizer shipments through the Strait of Hormuz, raising supply concerns and potentially increasing global food inflation.
U.S. deficit tops $1 trillion through February but runs below year-ago pace
For the fiscal year to date, the deficit totaled $1.004 trillion, about 12% lower than the comparable period in 2025.