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According to The Information: At the request of Nvidia (NVDA.O), TSMC (TSM.N) is considering producing 3D DRAM.

2026-11-06

According to The Information: At the request of Nvidia (NVDA.O), TSMC (TSM.N) is considering producing 3D DRAM.

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2026-11-06

ECB chief economist Lane said excess reserves will have a smaller impact in this tightening cycle.

ECB chief economist Lane said excess reserves will have a smaller impact in this tightening cycle.
2026-11-06

Plato Investment Management’s head of long-short strategies David Allen said Thursday’s selloff reflects confusing investors AI’s transformative potential with whether related investments will produce returns; the Nasdaq 100 plunged as investors sold

Plato Investment Management’s head of long-short strategies David Allen said Thursday’s selloff reflects confusing investors AI’s transformative potential with whether related investments will produce returns; the Nasdaq 100 plunged as investors sold US tech amid speculation congressional Democrats will tighten AI regulation. Allen said hyperscale cloud providers are locked in a survival competition and that midterm election results served as the immediate catalyst for the decline. Antipodes Partners portfolio manager Vihari Ross said the selloff is a market-led reassessment of the practical constraints on the next phase of AI investment — heavy debt financing (making funding costs and interest rates critical), the need for large, reliable power supplies, and whether end demand can sustain current assumptions.
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