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The U.S. Federal Trade Commission (FTC) has intensified its investigation into Microsoft (MSFT.O), seeking evidence from competitors on cloud and artificial intelligence issues.

2026-02-13

The U.S. Federal Trade Commission (FTC) has intensified its investigation into Microsoft (MSFT.O), seeking evidence from competitors on cloud and artificial intelligence issues.

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2026-02-13

Jansson, Deputy Governor of the Swedish Central Bank: Recent GDP and consumption data are slightly weak.

Jansson, Deputy Governor of the Swedish Central Bank: Recent GDP and consumption data are slightly weak.
2026-02-13

1. US flash memory stocks surged overnight, with Seagate Technology and SanDisk closing up over 5%. 2. SMIC: The company's memory and BCD components are in short supply and prices are rising. 3. Samsung Electronics: Has begun mass production of HBM

1. US flash memory stocks surged overnight, with Seagate Technology and SanDisk closing up over 5%. 2. SMIC: The company's memory and BCD components are in short supply and prices are rising. 3. Samsung Electronics: Has begun mass production of HBM4 and is shipping to customers commercially. 4. Samsung Electronics: Is preparing to ship sample products of the upgraded HBM4E in the second half of 2026. 5. Japanese storage giant Kioxia's fourth-quarter revenue was ¥543.6 billion, an increase of ¥95.3 billion quarter-on-quarter. 6. Kioxia: Strong demand from data centers is expected to lead to a supply shortage of NAND flash memory. 7. Lenovo Group's Yang Yuanqing: Prices of storage and other components are likely to trend upward throughout the year. 8. Counterpoint Research survey: The surge in memory prices is impacting the supply of broadband routers and set-top boxes. 9. BlackRock Korea ETF (whose two largest holdings are Samsung Electronics and SK Hynix) attracted $281 million in a single day, marking the largest inflow in 25 years.
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