sector-analysis News
Memory Chip Sector Enters 'Super-Cycle' on Surging AI Demand
Producers see record demand for high-bandwidth memory, with analysts forecasting double-digit price hikes as supply tightens.
Copper Hits Record High Above $11,100 on Acute Supply Fears
Persistent mine disruptions and strong demand from the energy transition are fueling a powerful rally in the industrial metal, lifting shares of major producers.
Microsoft Signals 'Capacity Shortage' Amid AI Arms Race
CFO's comments during its earnings call underscore voracious demand for AI hardware, fueling a bullish outlook for semiconductor suppliers like NVIDIA and Broadcom.
Rare Earth Stocks Tumble as US-China Trade Truce Eases Supply Fears
A provisional deal pausing Chinese export curbs has cooled the urgency for a US domestic supply chain, hitting shares of miners like MP Materials.
Defense Stocks Muted as Trump Orders Nuclear Test Resumption
Order to end 33-year moratorium on nuclear testing could signal long-term spending hikes for Northrop Grumman, Lockheed Martin, and other defense contractors.
Samsung Profit Surge Signals Broad Rally for Memory Chip Sector
Record memory sales and soaring DRAM prices from the industry giant provide a strong bullish signal for competitors like Micron and Western Digital amid an AI-driven demand boom.
US Airlines Face Headwinds as FAA Staffing Crunch Roils Hubs
A chronic shortage of air traffic controllers is leading to ground delays at major airports like Newark, threatening airline operational efficiency and adding cost pressures.
Nuclear Stocks Surge on $80B US-Private Sector Reactor Deal
Cameco and Brookfield partner with the U.S. government to deploy a new fleet of Westinghouse reactors, aiming to power the nation's growing AI infrastructure.