KEY POINTS
AI demand has drained the world's memory supply, with Gartner tipping DRAM prices up about 125% and NAND up 234% in 2026.
The clear winners are the three big makers, Micron, SK Hynix and Samsung, with sold-out capacity and rare pricing power.
On the ASX, next-generation memory plays like Weebit…
KEY POINTS
Accenture (NYSE:ACN) fell about 18% to around US$128, its lowest price since 2017, after a weak outlook and slowing new work.
The big fear is that AI is starting to replace some of the consulting work these firms sell.
The warning dragged IT stocks worldwide, and the ASX slipped on…
In the land of ASX Small Caps volatile movements above and beyond what large caps would endure are not unprecedented. But while one can understand them if a company has news, it is more difficult to comprehend when a company trades quietly for weeks, then suddenly drops 12% on a random day. Often this leads…