9 Min Read
Ken Griffin told investors on Friday that more than 80% of the risk in the portfolio he acquired in late July has been unwound. Roughly 100 block trades, $4 billion in market value, three weeks.
MU · Since The Event− 7.25%Read9 Min Read
AMD acquired Toronto-based Taalas, whose chips etch model weights directly into the die. The next day AMD fell 2% and Nvidia rose 4% — here is the arithmetic behind that inversion, and behind the memory wall it targets.
10 Min Read
China's largest memory chipmaker began trading in Shanghai on July 27 in a record IPO and closed its first session up 466%. Seven days later came word that it was negotiating a second plant in Beijing, and the entire memory shelf, from Micron to Seagate, sold off.
