Latest News for: supercycle
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Gold charges toward $5,000 as a new real-assets supercycle takes hold
Khaleejtimes 18 Jan 2026
... defensive hedge into the centrepiece of a new “real assets” supercycle driven by geopolitical risk, monetary easing, relentless central bank buying and a structural shift in portfolio allocation.
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The Memory Supercycle Divergence: Why Micron Technology is Surging While AI Giants Stumble
The Call 16 Jan 2026
As the sun rose over the financial district on January 16, 2026, the technology sector presented a stark and unusual split ... MU) emerged as the undisputed titan of the morning trade ... The divergence marks a pivotal shift in the AI investment thesis ... AMD).
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Gatekeeper of the AI Supercycle: ASML’s 2026 Outlook Anchors Global Semiconductor Sentiment
The Call 16 Jan 2026
As the industry transitions into what analysts are calling the "AI Infrastructure Supercycle," the demand for specialized hardware to support generative AI and high-performance computing (HPC) has reached a fever pitch.
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The Memory Supercycle: Micron’s Stock Surge Signals a New Era for AI Infrastructure
The Call 16 Jan 2026
However, the current "supercycle" is different because the physical architecture of AI chips requires exponentially more memory.
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An emerging markets supercycle has just begun: Shuli Ren
The Times of India 15 Jan 2026
Emerging markets are set for a long growth period ... .
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The AI Memory Supercycle: A Deep-Dive Research Report on Micron Technology (MU)
The Call 14 Jan 2026
With its stock trading near record highs of $340 per share, the company finds itself at the center of an "AI Memory Supercycle," where the bottleneck for ... The "AI Supercycle" is the dominant trend.
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The Memory Paradox: Why Investors are Trimming Micron Technology Despite a Record-Breaking AI Supercycle
The Call 14 Jan 2026
As of January 14, 2026, Micron Technology (NASDAQ. MU) finds itself at a dizzying crossroads ... The immediate implication of this shift is a divergence between retail optimism and institutional caution ... SK Hynix (KRX ... Navigating the HBM Supercycle ... .
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From Silicon to Steel: The $1 Trillion AI Physical Supercycle Rewires the Industrial Economy
The Call 14 Jan 2026
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Bitcoin Could Be Entering A Supercycle, Fidelity Warns
NewsBTC 13 Jan 2026
“On the other side, you’re also seeing a lot of arguments around how we might have entered into a supercycle as opposed to what we have seen in the past four years,” Gargava said ... a “supercycle”.
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Micron’s Ascent to $400: Bank of America Ignites 'Memory Supercycle' Rally as AI Demand Outstrips Supply
The Call 13 Jan 2026
... the current memory boom.The 'Silicon Supercycle' and the Rise of Agentic AI. The upgrade of Micron fits into a much broader industry trend that analysts are calling the "Silicon Supercycle."
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Micron’s Metamorphosis: How the AI Memory Supercycle Rewrote the Silicon Playbook
The Call 13 Jan 2026
This shift is driven by a "profit supercycle" where demand ... While the cyclical nature of semiconductors has not been entirely banished, the "AI Supercycle" has undeniably raised the floor for Micron.
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Silver Smashes Records: The White Metal’s Ascent to $85 Signals a New Commodity Supercycle
The Call 13 Jan 2026
The immediate implications are profound for global industry ... As U.S ... PAAS) ... The settlement of silver at $85.877 per ounce on January 13, 2026, will likely be remembered as the moment the commodity supercycle reached its full intensity ... More News ... .
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Citi Flips the Switch: Palantir Upgraded to ‘Buy’ as 2026 ‘Supercycle’ Takes Center Stage
The Call 12 Jan 2026
A key pillar of the Citi thesis is the anticipated "government supercycle" fueled by major initiatives like the "Golden Dome" defense program ... By identifying 2026 as the year of the "supercycle," Citi ...
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The Great Storage Pivot: How Western Digital Outpaced the Field in the AI Data Supercycle
The Call 12 Jan 2026
By early 2026, the company has not only successfully navigated a complex corporate divorce but has also leveraged a "Storage Supercycle" to deliver financial results that have left its primary competitors trailing in its wake.
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