A 184% year does not make a stock cheap or expensive — it changes what the bull case has to prove. AMD closed at $514.39 on August 14, 2026, up 6.5% on the session, having traded at $180.95 twelve months earlier (stockanalysis.com daily close, retrieved August 15, 2026). It also sits 12.0% below its 52-week
A stock that has risen 35-fold in a year cannot be analysed like a semiconductor company. SanDisk (SNDK) closed at $1,641.11 on August 14, 2026, up 7.39% on a session in which the entire memory complex moved together, having traded at $46.68 twelve months earlier — a gain of 3,415.7% (stockanalysis.com daily close, retrieved August
The United States government does not own five per cent of Lithium Americas Corp. (NYSE: LAC). It owns something more interesting, and almost every write-up of the trade has blurred the distinction by filing this under the general heading of “the government took a stake.” When the Department of Energy restructured its Thacker Pass loan,
The most repeated sentence about MP Materials is also the least accurate one: that Washington “bought a stake” in the rare earth miner the way it bought a stake in Intel. It did not. The US Department of Defense put $400m into newly created convertible preferred stock plus a warrant, at a conversion price of
Energy has been the best-performing corner of the market this month, and almost every explanation of why is wrong. The sector ETFs rallied – XLE gained 7.6% and XOP 8.1% over 30 days against the S&P’s 3.1%, per stockanalysis.com – but the four large names underneath tell four completely different stories. Cameco (CCJ) closed at
The US dollar has held around familiar areas with July’s inflation matching the consensus precisely. American inflation, headline and core, on 12 August was as expected, generating relatively little volatility as markets are seasonally less active around the middle of August. This article summarises the latest news affecting the US dollar then looks briefly at
Intel did not lose $11 billion last quarter. That number is real, it is audited, and it sits at the top of the company’s own Form 10-Q for the quarter ended 27 June 2026 — and it is still one of the most misleading figures in large-cap technology. The loss was caused almost entirely by
The market did not sell Micron because a Chinese company started making high-bandwidth memory. It sold Micron because a Chinese company listed. ChangXin Memory Technologies closed its first session on Shanghai’s STAR Market on 27 July 2026 at 49 yuan, up 465.8% from an 8.66 yuan offer price, after raising 57.92 billion yuan — about
Key facts Gold rose ~7% on the week to $4,340.70/oz — its strongest weekly showing since mid-January and a seven-week high. US nonfarm payrolls fell by 23,000 in July against expectations for an 80,000 gain, reshuffling Fed rate expectations. September Fed hike odds dropped to ~44%, down from 67% a week earlier, with the Fed
Riot Platforms has signed a 20-year lease for 191 megawatts of data-center capacity at its Rockdale campus in Texas, turning power once developed for bitcoin mining into $9.1 billion of expected contract revenue. Riot called the customer a “leading frontier AI lab” in its 10 August filing with the Securities and Exchange Commission, while Bloomberg