🗣️AI‑server demand is draining memory‑chip inventories at Samsung and SK Hynix, with supply down to less than 10‑day stock. Memory stocks long struggled with oversupply. AI‑driven capital spending has flipped the supply‑demand dynamic. This is not a guarantee of rallying

Lovkesh Yadav @LovkeshYadav5 ·

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  1. #1

    Markets are now pricing in high odds of a Fed rate hike after the hot August CPI data. Core inflation stayed sticky, which changed the game for rate expectations. The key to watch…

    Lovkesh Yadav @LovkeshYadav5 ·
  2. #2

    Nvidia is reportedly in talks to invest up to $10bn into Anthropic’s upcoming IPO. This is more than just an investment. The AI chip giant is tying itself directly to one of the t…

    Lovkesh Yadav @LovkeshYadav5 ·
  3. #3

    US August PPI came in hotter than expected. Rising producer prices reignite worries about sticky inflation. It makes Fed rate cuts less likely in the near term. Traders will keep…

    Lovkesh Yadav @LovkeshYadav5 ·
    US August PPI came in hotter than expected. Rising producer prices reignite wor…
  4. #4

    Gold ETFs saw massive inflows in August. Investors rushed into gold funds as US Treasury bond yields kept rising. Many traders view gold as a hedge against bond market volatility.…

    Lovkesh Yadav @LovkeshYadav5 ·
  5. #5

    US Treasury is ready to announce its long-term bond buyback plan this week. The program is designed to calm the recent sell-off in the bond market. A larger-than-expected purchase…

    Lovkesh Yadav @LovkeshYadav5 ·
  6. #6

    This week is make‑or‑break for Fed September policy. August CPI lands Friday, the final major inflation print before the FOMC meeting. Fed governor Waller laid out a clear thresho…

    Lovkesh Yadav @LovkeshYadav5 ·

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