Ramaco Resources and Bedrock Semiconductor have signed a non-binding memorandum of understanding to explore a strategic supply relationship for gallium and other critical minerals from Ramaco's Brook Mine project in Wyoming. This partnership aims to support a secure, domestic supply chain for gallium-based semiconductor devices, crucial for AI data centers, electric vehicles, and renewable energy technologies. The MOU is preliminary and contingent on further agreements and successful development of the Brook Mine. This collaboration could reduce U.S. reliance on Chinese gallium supply, enhancing national security and semiconductor industry resilience.
GE Aerospace shares trade near $369, reflecting a premium valuation despite strong operational performance and raised guidance. The company dominates the jet engine market with a $210 billion backlog and robust free cash flow, but supply chain challe...
BlackRock Science and Technology Trust (BST) remains an attractive investment by providing direct stakes in leading AI companies like Anthropic, Databricks, and Anduril. The fund trades at a 3.93% discount to its net asset value (NAV), with private v...
Ethereum's upcoming Glamsterdam upgrade introduces a new gas fee structure that breaks the long-standing 21,000 gas rule for ETH transfers. While transfers to existing accounts still cost 21,000 gas, creating a new account now incurs additional state...
Micron Technology reported a fiscal Q3 revenue surge to $41.456 billion, driven by rapid HBM4 memory sales, while SK Hynix posted a record Q2 2026 revenue of 79.3 trillion won, fueled by HBM sales. Micron's contracts lock in significant revenue and m...
David Schwartz, Ripple's former CTO, revealed that his XRP holdings have dropped significantly from about 26 million at their peak to roughly 2 million XRP now, a decline of around 92%. While he did not specify how he reduced his holdings, possibilit...
