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Page 465

Wall Street Is Doing to GPUs What It Did to Mortgages Before 2008

Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008. Speaking on Bloomberg Businessweek, White described what he calls “the financialization of GPUs”, a…

Omor Ibne Ehsan · 2 months ago

Why Semiconductor Equipment Suppliers Are Crushing Their Customers in 2026

Investors in the semiconductor capital equipment sector often face a structural question about where value is created in the supply chain. The largest equipment manufacturers—companies such as Applied Materials (NASDAQ:AMAT | AMAT Price Prediction)…

Dr. Robert Castellano · 2 months ago

3 Beaten-Down Stocks That Could Roar Back in June

June is shaping up as a stock-picker’s month. Spring volatility has settled, and contrarian investors are scanning the wreckage for quality names trading well off their highs with identifiable recovery catalysts. Three large-cap stories…

Joel South · 2 months ago