Market Commentary (Q2 2026)
The second quarter rebounded from a weak start to the year, led by a gold rush in a narrow segment of the market. We are not referring to precious metals, which have fallen significantly this year. This gold rush is in semiconductors, and in particular memory chips that are used for AI.
Date
Type
Media
Jun 26, 2020
Article
Oct 11, 2019
Article
Aug 16, 2019
Article
Feb 15, 2019
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Dec 07, 2018
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Sep 14, 2018
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Sep 01, 2018
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May 25, 2018
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Oct 11, 2017
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Aug 04, 2017
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Jun 30, 2017
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Mar 01, 2017
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