
Ukrainian President Zelenskyy and Israeli Prime Minister meeting separately with President Trump at the White House as the wars in Iran and Ukraine become more entwined. Susquehanna’s Mehdi Hosseini says memory prices are nearing a ceiling, and that leadership in the space will come down to ‘hand-to-hand combat’ now that the ‘easy money’ has been made. Plus, Gabelli Co-CIO Chris Marangi’s under-the-radar AI trade. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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Regaining Momentum, Fed Up, and the Next Phase of the Iran War 7/30/26

Countdown to the Fed Decision 7/29/26

Big Tech’s Big Week, Time for Some A.I.R (AI regulators), and a China Chip Debut 7/27/26

Semis Suffer, Capex Concerns Crop Up, and Bullish Bets 7/24/26
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