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Top jubakpicks.com News

Global Investors Hit 'Hyper-Bull' as Hedging Collapses, Says BofA Survey

Global Investors Hit 'Hyper-Bull' as Hedging Collapses, Says BofA Survey

67% Center coverage: 3 sources

MILAN, Jan 20 (Reuters) – Global fund managers are the most bullish since July 2021, January’s Bank of ‍America survey showed on Tuesday, with growth optimism jumping and cash levels sinking to a record low 3.2%. BofA’s Bull & Bear Indicator surged to a “hyper‑bull” 9.4, as investors ‌held the least equity-correction protection ‌since January 2018, according to the survey of 96 participants with $575 billion in assets under management. A net 38%…See the Story

Taiwan, US Eye High-Tech Supply Chain

Artificial Intelligence · Taiwan

Taiwan, US Eye High-Tech Supply Chain

100% Left coverage: 1 sources

Bringing Taiwan to the World and the World to Taiwan See the Story

Data centers will consume 70 percent of memory chips made in 2026...

Data centers will consume 70 percent of memory chips made in 2026...

100% Left coverage: 1 sources

The shortages are driven by explosive AI demand, and the latest report says that up to 70 percent of the memory produced worldwide in 2026 will be consumed by data centers. However, those specific topics have yet to be part of the global zeitgeist. That's quickly changing, as evidenced by a Wall Street Journal article (WSJ) describing just how dire the situation is, and how the fallout from the RAM shortage is set to irradiate several markets…See the Story

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