Oracle's AI Debt Fears Haven't Stopped @DivesTech From Seeing 40% Upside. benzinga.com/markets/tech…
AI's Memory Shortage Runs Into 2028 — Goldman Stays Bullish On SanDisk, Samsung, SK Hynix. benzinga.com/markets/tech…
Citadel Securities is calling for a surprise Fed rate hike, reviving the old Kevin Warsh-Ben Bernanke tension. ParaFi’s Jeff Park (@dgt10011) called it “Bravo TV for bond nerds,” as markets still mostly expect a pause. benzinga.com/markets/econ…
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