For most companies, there's roughly a 12-month period where the business is at its peak value, and then it crashes out. The companies that capture generational returns are often the ones where someone spies that moment instead of assuming the good times will get even better.
Goldman Sachs' Chief Equity Strategist Peter Oppenheimer has called the recent sell-off in U.S. tech stocks a rare 'buying opportunity,' suggesting that the current market conditions may favor investment in this sector.
Cursor is nearing a funding round of at least $2 billion, with returning investors Thrive and Andreessen Horowitz expected to lead the financing at a $50 billion valuation. The deal terms are not final and may still change.
Major RAM makers Samsung, SK Hynix, and Micron have shifted their production to focus on High-Bandwidth Memory (HBM) needed for AI. This has led to shortages of standard DRAM and NAND chips used in smartphones, laptops, and medical devices. Driving hardware prices up. Due to the memory shortage, building non-AI electronics is becoming expensive. By early 2026, prices for standard computer memory and storage drives (SSDs) had surged
