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Phison CEO Warns NAND Supply Won’t Meet Demand For Four Years, Locking In Higher SSD Prices Through 2030
Phison's CEO warns that a critical shortage of NAND supply will keep SSD prices elevated through 2030, contributing to a broader trend of 'chipflation'.
Wedbush isn’t fully buying SanDisk’s investor day pitch
Wedbush expresses skepticism regarding the strategic narrative presented during SanDisk's recent investor day event.
Private credit under strain as troubled loans swell
Private credit portfolios are exhibiting stress levels not seen since 2017 as firms move to restrict loan sweeteners amid rising troubled loans.
Companies are getting tariff refunds of up to $2 billion from the Trump administration
A decade of internal AI battles is finally catching up to Google
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Bougie restaurant atop California Eataly shut down as cockroaches found
A high-end restaurant located atop a California Eataly location has been shut down following the discovery of cockroaches.