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lntélligence artificielle Tech

AI Demand, HBM Breakthroughs, and Credit Risks: The Trio Driving Memory Market Dynamics

https://www.steelldy-indices.com This article applies the tools of game theory to the strategic analysis of the global memory oligopoly. By modeling the interactions between Micron, Samsung, and SK Hynix as a three-player dynamic game, we identify Nash equilibria, potential tipping points, and the probabilities associated with each strategic scenario. This formal approach complements the quantitative models…
1 hour ago0Comments

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Analyse de marchéAnalyse de marché MarketsMarkets

Silver ETFs: Advantages, Disadvantages, and What Investors Should Know

https://scoregex.streamlit.app Silver exchange-traded funds (ETFs) have surged in popularity among investors seeking exposure to precious metals due to their ease of access, tradeability, and storage convenience. However, while these financial instruments offer undeniable benefits, they also come with significant drawbacks compared to owning physical silver. Understanding the fundamental differences between silver ETFs, which provide indirect…
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Digitalisation lntélligence artificielle Tech

How a $200 Billion Memory Sector Crash Creates an Asymmetric Bet for Savvy Investors

https://www.steelldy-indices.com Executive Summary The semiconductor memory sector has undergone a dramatic correction over the past eighteen months, wiping out more than $200 billion in total market capitalization. This massive erosion of valuations has been driven by a combination of macroeconomic factors, traditional cyclical fears, and growing doubts about the sustainability of artificial intelligence demand. However,…
23 hours ago0Comments

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Analyse de marchéAnalyse de marché MarketsMarkets

Silver Tumbles 3.8% as Dual Demand Crumbles Under Hawkish Fed Pressure

https://www.steelldy-indices.com Silver experienced a notable decline on July 13, 2026, dropping by 3.8%, surpassing gold’s decrease of 2.9% on the same day. This divergence pushed the gold-to-silver ratio to an elevated level of 69.4. Far from being an isolated event, this relative underperformance highlights silver’s unique dual character | as both a monetary asset and…
2 days ago0Comments

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Analyse de marchéAnalyse de marché MarketsMarkets

COMEX Silver Inventory Crunch Intensifies. July Deliveries Devour 31% of Registered Stock

https://www.steelldy-indices.com Silver (XAG) is undergoing a severe correction phase since its peak in January 2026 (~$120/oz) down to current levels of $58 (Western spot) and $64.79 (Shanghai). This 52% retracement reflects a conflict between strong physical fundamentals (green industrial demand, COMEX inventories under pressure) and macroeconomic headwinds (hawkish Fed, strong dollar, Iran ceasefire). Data…
3 days ago0Comments

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Analyse de marchéAnalyse de marché MarketsMarkets

Gold’s Price Dips: The Real Story Is Its New Role in Global Finance

https://www.steelldy-indices.com Gold is currently a structurally important asset. Although the gold market may be consolidating around $4,000, one market strategist believes investors should focus less on short-term price fluctuations and more on gold's evolving role in the global financial system. Robert Minter, director of investment strategy at Abrdn, said the recent correction had little impact…
3 days ago0Comments

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Cryptos

Structural risk of private banking blockchains on Bitcoin and the crypto ecosystem

https://www.steelldy-indices.com JPMorgan's note from July 9, 2026 identifies a structural threat to Bitcoin and public cryptocurrencies: the rapid expansion of private and permissioned blockchains driven by commercial banks (Kinexys, JPM Coin, tokenized deposits, CBDCs). This trend, supported by settlement volumes exceeding $4 trillion on Kinexys, could siphon institutional demand for public digital assets by offering…
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Cryptos Digitalisation lntélligence artificielle Produits innovants Tech

Risk of reclassification of Data Tokens as securities. Switzerland (FINMA) and Liechtenstein (TVTG)

https://scoregex.streamlit.app Swiss FINMA classifies tokens into three categories: payment tokens, utility tokens, and asset tokens. A utility Data Token that does not grant rights to a financial underlying is a utility token not subject to the Stock Exchange Act (LBVM). Switzerland has historically been favorable to blockchain innovation (Crypto Valley). Liechtenstein, with the Token and…
5 days ago0Comments

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Carbon Credit MarketCarbon Credit Market lntélligence artificielle Tech

The Super-Cycle of Energy Transition and AI Metals

1. Demand Megatrends FTSE Russell identifies two megatrends: AI and the energy transition. We quantify them as follows: A. AI Infrastructure: The five hyperscalers (Amazon, Microsoft, Google, Meta, Apple) invested $320 billion in H1 2026, in line with an annual projection of $650 billion. Each 100 MW data center requires approximately 30,000 tons of…
07/12/20260Comments

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