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Micron Technology signed a long-term supply agreement with Ford Motor on Monday, July 6, locking in memory-chip output for Ford’s next generation of vehicles. The deal comes as global memory prices climb at their fastest pace in years, driven largely by AI data centers. Automakers that once treated memory as a commodity input are now […]

Transcript: Caroline Woods:My next guest says the market is rotating, not topping out. Victoria Fernandez is chief market strategist at Smart Global Investments and joins us now. Victoria, so good to have you. Great to have you back. Victoria Fernandez:Pleasure to be here. Caroline Woods:So Victoria, what tells you this is a healthy rotation and

War trades follow a script. A supply shock hits, prices go vertical, and money that never cared about the underlying market suddenly cares about nothing else. The entry is the easy part. The hard part is knowing when the story that made you money stops being true. For three months, one industrial metal owned that

Panic is a lousy appraiser. When fear sweeps through a sector, the selling rarely distinguishes between businesses that deserve the beating and businesses that simply got caught in the crowd. That gap between price and quality is where professional investors build careers, and it tends to open widest in commodities, where the underlying asset can

I covered Wells Fargo’s AMD upgrade at the start of July, making a specific case that the server CPU story was being underappreciated relative to the GPU narrative. On July 5, 57-year-old Goldman Sachs also made the same argument louder and with a bigger number. Goldman Sachs analyst James Schneider raised the firm’s 12-month price

The AI power trade had plenty of winners over the past two years, and Constellation Energy was one of the biggest.  However, that changed this month.  On July 1, 2026, Constellation Energy (CEG) fell nearly 5% to a fresh 52-week low of $228.63. That is the stock’s steepest single-day drop in about a month. The

Years ago I could have gone to one store and bought groceries and other home necessities for a week or two. Over the years, as my family grew and inflation tightened our wallets, I became a deal hunter, going from store to store and comparing prices online.  I am not alone in these survival tactics.

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission. Why we love this deal We talk a lot about indoor storage — shelves, under-furniture drawers, hanging units for your closet, and other storage containers that make keeping the interior of

Shares of CoreWeave took a hard hit after news broke that Meta Platforms is building a cloud business to sell spare AI computing power.  The tech stock fell sharply over two trading sessions last week, and is currently valued at a market cap of $64.4 billion. Notably, Meta (META) is one of CoreWeave’s (CRWV) biggest

On July 6, a research report landed and immediately started moving stocks. Japan’s Ibiden dropped as much as 10%. Kingboard Laminates fell 18% in Hong Kong. Samsung Electro-Mechanics slid 11% in Seoul. All three count Nvidia as a major client. The report alleged manufacturing delays had pushed Nvidia’s next-generation AI rack systems back by more