Here to break down the chart in crude is Renaissance Macros's Jeff Degraphth. It's good to see you. Welcome back.Thanks, Scott. I mean, a remarkable trade when you consider what people were worried about and then in a couple of days how the reversal has taken place. It's pretty stunning.Yeah, it certainly is. Um, look, you had an overbought condition. Um, that overbought condition was driven by obviously fear and sentiment, but that was taking place in the whole context of a downtrend. And that downtrend's ...

Tutti noi indossiamo una maschera. Ogni mattina ne cambiamo una. Io sono miope, non porto le lenti e quindi scelgo di togliermi gli occhiali.Noi utilizziamo delle maschere perché vogliamo essere accettati, vogliamo essere amati e percepiti nello stesso modo che noi immaginiamo di apparire. Ma non tutte le maschere servono per proteggere. Alcune servono proprio per ingannare.Questo perché accade. Perché dietro certi amori, in realtà e dietro certe maschere c'è un veleno mortale. Alessandro Impagnatiello e Fi ...

[Música] Cuando mi madre era niña, mis abuelos compraron una casa medio construir en comas. Conforme su familia iba creciendo, la casa crecía un piso más. En una ocasión, cuando la casa tenía tres pisos, mi abuelo construyó una columna de concreto en el primer piso para soportar todo el peso de lo que venía construyéndose más arriba.Recuerdo que con este peso, la puerta del primer piso, la puerta de la entrada se atascaba porque el techo se estaba hundiendo. Mi abuelo, maestro de obra y también maestro de e ...

Uttam is a growth-oriented investment analyst whose equity research primarily focuses on the technology sector. Semiconductors, Artificial Intelligence and Cloud software are some of the key sectors that are regularly researched and published by him. His research also focuses on other areas such as MedTech, Defense Tech, and Renewable Energy. In addition, Uttam also authors The Pragmatic Optimist Newsletter along with his wife, Amrita Roy, who is also an author on the newsletter as well as on this platform. ...

Launching New Pinnacle VLN and Moist Snuff Products in More Than 1,700 Stores Across 27 States MOCKSVILLE, N.C., June 24, 2025 (GLOBE NEWSWIRE) -- 22nd Century Group, Inc. (Nasdaq: XXII), the only tobacco products company that is leading the fight against nicotine by offering smokers a choice about their nicotine consumption, today announced major updates to its Pinnacle product manufacturing and marketing agreement with its top-5 c-store chain customer, including the launch of four new Pinnacle SKUs, inclu ...

S/D model update on silicon wafer, SiC substrate, GaN. China capacity and implications to global players As a global team, we review and refresh our S/D model across (1) silicon wafers, (2) SiC substrate, (3) GaN devices, and (4) IGBT (Exhibits 8, 10, 12, 32). Key conclusions: (1) Chinese in China: Local coverage (local production/ local demand) of 12-inch silicon wafer/ 6-inch SiC substrate to grow from 41%/ 80% in 2024 to 54%/ 87% in 2027E. (2) Pricing: 8-inch silicon wafer ASP to decline 10% CAGR in 2024 ...

东方证券表示，政策不确定性风险持续，有望促使供应链各环节继续推进国产化，利好半导体设备、材 料、EDA等领域公司。国内晶圆制造厂和存储器厂商为保障供应链安全与产能建设节奏，将更有动力 并加大力度采购国产化产品。这不仅体现在成熟制程产能的持续扩张上，更将逐步向先进制程的关键环 节渗透。对设备厂商而言，关键半导体制造环节的国产验证与导入机会将显著增多。 兴业证券表示，AI板块的投资价值在当前科技创新密集活跃的背景下尤为凸显。与此同时，鸿蒙智能 体、Agentic AI等创新应用集中爆发，亚马逊云科技预计智能体技术已处于爆发前夜，华为首批50+鸿 蒙智能体即将上线，推动交互方式从指令驱动转向意图驱动。Meta、谷歌等巨头加速布局ASIC芯片， 2025年预计出货量超百万颗，算力成本两年下降280倍，为AI规模化部署创造条件。这些进展共同表 明，AI技术已进入商业化落地加速期，从教育硬件到云计算基础设施的产业链各环节均呈现强劲增长 动能，为投资者提供了从技术突破到业绩兑现的完整价值链条。 （本文机构观点来自持牌证券机构，不构成任何投资建议，亦不代表平台观点，请投资人独立判断和决 策。） （文章来源：21世纪经济报道） ...

If I want to hire, let's say, the next chief product officer at Get Your Guide, it's almost impossible to do that in Europe. I need to go to Silicon Valley because the density of people who have done that scale, have served tens of millions of customers a year, build a business that's 10 billion plus valuation that just doesn't exist to build the structures and the processes and everything to do That. ...

Dublin, June 23, 2025 (GLOBE NEWSWIRE) -- The "Sulfolane Global Market Insights 2025, Analysis and Forecast to 2030, by Manufacturers, Regions, Technology, Application" report has been added to ResearchAndMarkets.com's offering.Sulfolane is a polar organic solvent known for its high thermal stability, chemical inertness, and excellent solvency, widely used in semiconductor cleaning, electrolyte formulations, and aromatic hydrocarbon extraction. The industry is characterized by its focus on high-purity solv ...

[Musica] La mia stagione preferita è l'autunno. È una stagione che mi ha cambiata sia umanamente che professionalmente. Chi di voi in autunno si è mai fermato un attimo a guardare le foglie cadere? È uno spettacolo che riempie l'anima, ma in realtà riempie anche la mente, perché dietro quel lasciare andare, quel quell'errare di ogni singola foglia c'è un insegnamento enorme. Nel mio essere pedagogista ho spesso osservato, visto un'enorme distanza tra quello che la natura ha voluto nell'apprendimento per i b ...