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Meta's low prices are becoming a trap.

Meta's low prices are becoming a trap.

``` Meta's stock price looks very cheap, but this very “cheapness” may itself be a warning sign. Shares of Meta Platforms have been sluggish recently, with its price-to-earnings ratio dropping to its lowest level in nearly three years. On the surface, the company’s ad business is still growing

The situation between the US and Iran has temporarily eased, US stock index futures are rising, semiconductor stocks are strengthening, Intel is up more than 4%, and WTI oil prices are down more than 2%.

The situation between the US and Iran has temporarily eased, US stock index futures are rising, semiconductor stocks are strengthening, Intel is up more than 4%, and WTI oil prices are down more than 2%.

The Middle East situation has returned to calm, strong corporate earnings have pushed the stock market higher, U.S. stock index futures are up across the board, oil prices have fallen, and gold and silver prices have both risen. Ahead of the U.S. stock market opening on May 5,

Iraq offers the biggest discount in history: $33 off per barrel, but buyers must navigate the "dangerous route" of the Strait of Hormuz to pick up the goods.

Iraq offers the biggest discount in history: $33 off per barrel, but buyers must navigate the "dangerous route" of the Strait of Hormuz to pick up the goods.

``` Iraq is willing to offer a discount of $33 per barrel, but at a price—the buyer must pick up the goods at the edge of the war zone themselves. According to a Bloomberg report on May 5, Iraq's State Oil Marketing Organization (SOMO) sent a price notice

The wave of executive departures continues to spread, as OpenAI’s head of sales quietly leaves the company.

The wave of executive departures continues to spread, as OpenAI’s head of sales quietly leaves the company.

``` Another top executive departure at OpenAI. The world’s highest-valued AI company has lost another heavyweight sales leader. According to CNBC, OpenAI’s head of sales James Dyett announced his resignation this Monday. He will be joining venture capital firm Thrive Capital as an operating partner in residence. Dyett stated

Google TPU Dilemma: Opening the Market, but New Cloud Providers like Nebius and CoreWeave Choose to Wait and See

Google TPU Dilemma: Opening the Market, but New Cloud Providers like Nebius and CoreWeave Choose to Wait and See

``` Google is aggressively pushing TPU into the market, but has hit a wall at the most critical distribution phase. According to the latest report from The Information, in the same week that Google announced plans to sell TPU chips directly to customers, three major U.S. cloud service providers—Nebius,

SanDisk's long-term contracts continue to expand: Over one-third of shipments for fiscal year 2027 are already secured, with a target set at 50%.

SanDisk's long-term contracts continue to expand: Over one-third of shipments for fiscal year 2027 are already secured, with a target set at 50%.

SanDisk is upgrading long-term contracts from industry practice to a strategic moat. SanDisk recently disclosed during its earnings conference call that the company has signed five long-term supply agreements with customers, and these contracts are expected to cover more than one-third of its NAND shipments (bit) in the fiscal year

Hostilities flare up again in Hormuz, markets tense up, futures market predicts Brent price will break $90 by year-end.

Hostilities flare up again in Hormuz, markets tense up, futures market predicts Brent price will break $90 by year-end.

A direct conflict has erupted between Iran and the United States in the Strait of Hormuz, with both oil prices and inflation expectations hitting critical levels. The market is repricing geopolitical risks. According to Xinhua News Agency and CCTV News, on May 3 local time, U.S. President Trump announced