Month: September 2026

Trump Weighs Renewed Iran Strikes Ahead of Gulf Leaders’ UN Meeting

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‼️ Trump told Axios he is nearing a decision on whether to resume attacks aimed at “annihilating” Iran’s regime, ahead of meeting Gulf leaders at next week’s UN General Assembly. JPMorgan says the war’s endgame is increasingly unpredictable, while the White House plans to sell Saudi Arabia up to 48 F-35s in a deal worth as much as $24.3 billion.

Micron’s AI Safety Selloff Fades as Memory-Cycle Thesis Holds

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Alpha Binwani Capital: “Micron’s rebound above $975 suggests Monday’s Anthropic-led selloff was a positioning-driven overreaction rather than a break in the memory-cycle thesis. Investors initially interpreted AI-safety warnings as a threat to frontier-model development and, by extension, AI data-centre demand, but calls for stronger alignment, testing and oversight are not the same as reduced spending on training clusters, servers or high-bandwidth memory. Micron’s fundamental case remains tied to the physical constraints of AI infrastructure—rising HBM and DRAM content per accelerator, supply discipline and a tightening memory market—not to a single policy debate. For the bearish view to become fundamental rather than narrative-driven, investors would need to see tangible evidence of hyperscalers or AI labs cutting capex, delaying cluster deployments, reducing accelerator orders or scaling back memory purchases; so far, none has emerged”
Micron #MU #ArtificialIntelligence #AIInfrastructure #HBM #HighBandwidthMemory #DRAM #Semiconductors #MemoryChips #DataCenters #Hyperscalers #AIStocks

Iran War Inflation Shock Could Force BoE’s Hand on November Rate Hike

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Alpha Binwani Capital: “If the Iran war remains unresolved, the BoE may be forced to raise rates in November—not to lower oil prices, but to stop higher fuel, utility and import costs from feeding into wages, services inflation and household expectations. The UK is especially vulnerable because energy costs pass quickly into household bills and higher imported-energy and goods prices can worsen its terms of trade. While traders have slightly pared back near-term hike bets, they still expect tightening eventually, with markets recently implying about an 80% probability of a 25-basis-point November increase and roughly 47 basis points of total tightening by year-end. Goldman Sachs expects a November hike, while Citi sees one move later in 2026 followed by another in early 2027”