SK Hynix plans to list its shares in the United States as soon as August, according to two sources cited by Reuters, with the SEC expected to approve the company's American depositary receipt application during the week of June 22. The world's second-largest memory chipmaker confidentially filed in March, and the offering could raise as much as $14 billion — which would make it … [Read more...] about SK Hynix Eyes August US Listing: A $14 Billion ADR Raise Lands in the Middle of the AI Liquidity Pipeline
Supermicro’s $7B Equity Raise: A $39B Order Book the Balance Sheet Can’t Carry
Super Micro Computer wants $7 billion in fresh equity, and the market's first reaction was to mark the stock down roughly 8 percent in extended trading. That reaction is the analysis. A company announcing $39 billion in orders from more than 20 customers should not sell off on the news. It sold off because investors did the arithmetic on what filling those orders actually costs … [Read more...] about Supermicro’s $7B Equity Raise: A $39B Order Book the Balance Sheet Can’t Carry
CoreWeave Insiders Cash Out $2.3B: The Magnetar Exit Matters More Than the Founders
The headline writes itself. CoreWeave's three billionaire co-founders have sold more than $2.3 billion in stock since the company's lockup expired in August, trimming their combined stake by nearly a quarter to roughly 18 percent. Chief Strategy Officer Brian Venturo has unloaded over $1.1 billion alone, ranking second among all US insider sellers by value this year. Michael … [Read more...] about CoreWeave Insiders Cash Out $2.3B: The Magnetar Exit Matters More Than the Founders
After the 4.18% Rout: Why Next Week’s CPI Matters More Than the Selloff, and What the SpaceX IPO Does to the Recovery
Friday's 4.18% Nasdaq collapse was a verdict on the past. The question that governs the portfolio now is the future, and it resolves into three concrete tests, each with a date attached. The recovery does not depend on sentiment healing or dip-buyers finding their nerve. It depends on a single inflation print on Wednesday, a chip-demand referendum still weeks away, and a $75 … [Read more...] about After the 4.18% Rout: Why Next Week’s CPI Matters More Than the Selloff, and What the SpaceX IPO Does to the Recovery
The Nasdaq’s 4.18% Collapse: Worst Day Since the Tariff Shock, and What History Says Comes Next
On Friday, June 5, 2026, the Nasdaq Composite fell 1,121.53 points, or 4.18%, to close at 25,709.43 — its worst single session since the tariff-driven turmoil of April 2025. The Nasdaq-100 fell harder still, down 4.77%. This was not a slow bleed. The index opened at 26,536.59, touched a session high of 26,572.25 in the first minutes, then capitulated continuously through the … [Read more...] about The Nasdaq’s 4.18% Collapse: Worst Day Since the Tariff Shock, and What History Says Comes Next