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…
A Reuters columnist says Alphabet ($GOOGL) could buy Uber ($UBER) to strengthen Waymo in the robotaxi race. It would pair Uber’s huge ride-hailing network with Waymo’s driverless technology. benzinga.com/markets/pred…
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…
Ross Gerber Thinks Elon Musk's SpaceX, Tesla Could Create 'Berkshire Hathaway Of AI' @GerberKawasaki @elonmusk benzinga.com/markets/tech…
Michael Burry Buys the Dip in Four Tech Stocks He Sees as Bargains. benzinga.com/markets/equi…
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