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A tanker carrying about 82,000 tons of Qatari LNG from Ras Laffan, the Al Marrouna, transited the nearly closed Strait of Hormuz on Monday and docked at Karachi's Qasim port on Thursday morning, port spokesman Asad Altaf said. It is the first Qatar-t

2026-09-11

A tanker carrying about 82,000 tons of Qatari LNG from Ras Laffan, the Al Marrouna, transited the nearly closed Strait of Hormuz on Monday and docked at Karachi's Qasim port on Thursday morning, port spokesman Asad Altaf said. It is the first Qatar-to-Pakistan LNG shipment via the strait since July.

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2026-09-10

Morgan Stanley says DRAM prices are up over 600% YoY and likely near 700% in Q3; to widen the YoY gain in Q4, prices would need to rise roughly 70% QoQ. While DRAM supply-demand has not materially changed, price momentum appears to be approaching a p

Morgan Stanley says DRAM prices are up over 600% YoY and likely near 700% in Q3; to widen the YoY gain in Q4, prices would need to rise roughly 70% QoQ. While DRAM supply-demand has not materially changed, price momentum appears to be approaching a peak, and Morgan Stanley expects the DRAM cycle to move into a late phase in Q4 2026. That transition could weigh on sentiment for semiconductor-equipment stocks with high memory exposure, though AI-driven structural demand may offer some support (Morgan Stanley, Sept. 8).
2026-09-10

NVIDIA (NVDA.O): The company has partnered with Palantir (PLTR.N) to build an AI technology stack for complex supply chain operations.

NVIDIA (NVDA.O): The company has partnered with Palantir (PLTR.N) to build an AI technology stack for complex supply chain operations.
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