Andy Burnham as UK Prime Minister: What Investors Need to Know (2026)

Andy Burnham Prime Minister investors

Andy Burnham is now the United Kingdom’s Prime Minister. He replaced Sir Keir Starmer, who resigned on June 22, 2026, after a rough few months for Labour: disappointing local election results, falling poll numbers, and open frustration from Labour MPs. Burnham then won the Labour leadership contest with the backing of roughly 349 MPs — … Read more

Kevin Warsh: What Investors Need to Know About the New Fed Chair

Kevin Warsh Fed Chair

If you’ve checked the news lately and seen headlines about a new Federal Reserve Chair, you’re not imagining things. Kevin Warsh took over from Jerome Powell in 2026, and the way he’s running the Fed so far has surprised a lot of people, including some of the professional investors who thought they had him figured … Read more

SK Hynix Earnings Preview: The HBM Story Heading Into July 29

SK Hynix Q2 2026 earnings

SK Hynix is about to report one of the most closely watched earnings results in the entire semiconductor industry. On July 29, 2026, the South Korean memory chipmaker will post its second-quarter results, and almost everyone expects them to be excellent — another record quarter, powered by the same force that has turned SK Hynix … Read more

Understanding High-Bandwidth Memory (HBM) and the AI Chip Supply Chain

what is high-bandwidth memory HBM

Every headline about the AI boom seems to feature a GPU: NVIDIA’s latest chip, AMD’s newest accelerator, another data center announcement. But ask any semiconductor engineer what actually determines how many of those chips can ship in a given year, and you’ll get a different answer: High-Bandwidth Memory, or HBM. HBM is not the flashy … Read more

Is the AI Chip Rally Over? What the July 2026 Selloff Really Showed

AI chip rally selloff 2026

Short Answer: Probably Not — But the Market Has Entered a New Phase In early July 2026, semiconductor stocks suffered one of the sharpest selloffs of the year. Micron fell as much as 13% in a single session, wiping out roughly $138 billion in market value. Intel and Applied Materials each dropped about 10%. AMD … Read more