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hace 13 días

Western Digital: More AI Storage, Less Pricing Power? #WDC #AI

Western Digital faces a future pricing test as Toshiba expands data-center storage supply. More AI demand need not mean wider margins. On October 2, Toshiba said its Philippine operation (TIP) had made its first shipment from expanded nearline HDD...

hace 2 días

Short-Term Yield Bear Case, Mind New Normal #shorts

Treasury yields have hit a "topping pattern," according to @verifiedinvesting's Gareth Soloway, but he says that doesn't mean we're going back to sub-4% levels anytime soon. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe...

hace 3 días

Stock Market in Collapsing AI Trade? Gareth Soloway on Memory Rotation, Topping Yields

Gareth Soloway of @verifiedinvesting believes Treasury yields are experiencing a near-term top and will move back down to 5% or just above it. However, he argues the AI trade is "collapsing" as investors rotate out of AI memory...