Samsung Is Quoting $4 a Gigabit for HBM4 Memory, Triple Current Rates, Lifting European Chip Stocks
The same shortage forcing Samsung to raise phone prices mid-cycle is letting it triple what it charges for the memory...
Exchanges Add a 9pm to 4am Session From December 6, Chasing a Market Where 15 Stocks Make Up Half the Volume
Overnight trading is growing 358% a year but remains 1% of volume, dominated by foreign retail accounts trading sub-dollar Chinese...
French Yield Premium Hits Euro-Crisis Levels and Italy Spreads Widen Fastest Since March 2020 as EU Officials Warn on Borrowing
Brussels can grant fiscal flexibility but cannot make investors lend, which has shifted the binding constraint from EU rules to...
UK Diesel Passes £2 a Litre With Economists Warning of 5.3% Inflation, as the G7 Releases Up to 100 Million Barrels
Demand barely responds to price, with a 10% rise cutting consumption just 1%, so a supply shock passes almost entirely...
Tesla Delivers 486,532 Vehicles, Beating Estimates, Helped by Chinese-Built Cars Entering Canada Under a 6.1% Tariff Quota
An American company is supplying the Canadian market from Chinese factories under a Carney-Xi agreement, bypassing the US-Canada trade dispute.
Peirce Leaves the SEC With Two Commissioners Remaining and a New Rule Letting the Agency Operate With One
Her final week produced a proposal letting investment advisers custody crypto, the rule that actually gates adviser allocation to digital...
Goldman Earned More From Incentive Fees on Client SpaceX Stakes Than From the $100 Million IPO Mandate
Access and performance fees out-earned execution on the same deal, and the bank is accelerating years of charitable giving to...
SEC Censures JPMorgan With No Fine After a Disqualified Trader Handled 800 Swap Transactions Over Two Years
The regulator cited self-reporting and remediation in imposing no penalty, a concrete data point on what voluntary disclosure is worth.
Trump Says Europe Will Release Diesel Immediately, Making a US Export Ban Less Likely as Crude Falls to $89.75
The announcement came via social media with no volumes, no timeline and no European confirmation quoted.
KKR and Blackstone Weigh Bids for a €3 Billion Windshield Repairer as Banks Undercut Private Credit on Financing
Lenders are competing on price to win leveraged deals, with B2-rated paper recently pricing at 350 basis points over Euribor.
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