Opinion

7

Aug 2026
SanDisk’s problem is not the quarter

A strong quarter was not enough. SanDisk now faces a bigger test: proving NAND can become a lasting AI infrastructure play.

3

Aug 2026
China’s AI Memory Ambition: The Global ‘Co-NAND-DRAM’

CXMT’s AI memory push shows China’s semiconductor ambitions, but global supply chains remain central to the industry’s future.

3

Aug 2026
Can You Bank on SoFi as a Next-Generation Market Leader?

SoFi’s latest earnings show strong growth, but investors are still weighing whether it is building a digital bank or the next fintech platform.

27

Jul 2026
The Missing Link in 1inch’s Growth Story

1inch is expanding beyond DEX aggregation, but the market remains focused on how DeFi infrastructure growth translates into token value.

27

Jul 2026
The AI Trade Is Entering Its Proof Phase

AI semiconductor stocks are entering a new phase as investors weigh strong demand against the need for earnings to justify expectations.

17

Jul 2026
SK Hynix and the AI Memory Risk Shift

SK Hynix’s AI-driven growth remains strong, but competition, leverage and market positioning are changing how traders view the stock.

16

Jul 2026
PayPal Takeover Bid Tests Its Turnaround

Stripe’s PayPal takeover bid raises a bigger question: can the company prove its turnaround is worth more?

15

Jul 2026
Crypto’s Next Chapter Is Being Written by Banks

Washington is still debating the rules while banks and crypto firms compete to shape the next generation of deposits and payments.

9

Jul 2026
RKLB Comes Back to Earth

Rocket Lab’s sharp pullback was less about a weak business update and more about timing. A scheduled insider-linked sale landed after the Iridium rally, testing sentiment around RKLB’s valuation.

3

Jul 2026
Proof of Human Meets Price of Hype: WLDUSD’s Drop Puts Traders on Alert

WLD has dropped 30% in a week as token unlocks, forced liquidations and a fading AI narrative weigh on price. The sell-off also highlights a deeper gap between World Network growth and token demand.

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