• What Did The OCC Approve? World Liberty Financial moved closer to operating a federally chartered national trust bank after the Office of the Comptroller of the Currency granted conditional approval to World Liberty Trust Company, National Association. The preliminary approval allows the proposed bank to......

  • The received wisdom about SanDisk is that it got lucky on a commodity. NAND flash went short, spot prices ripped, and a spun-out memory business rode the cycle from a $29.62 low in April 2025 to $1,641.11 at the close on 14 August 2026. Tidy......

  • Almost everyone reading Micron’s chart draws the wrong lesson from it. The stock went up roughly 8.4 times from its 52-week closing low of $115.79 to $971.66, so the instinct is to call it a bubble, or to say the move is over. Check the......

  • Nokia’s 30% collapse in July looked like the market calling time on a hype cycle. It was not. Read the quarter and the opposite happened: AI & Cloud order intake nearly tripled to €2.8bn, Optical Networks grew 20% and IP Networks 16%. Demand accelerated. What......