BIG LOTS INC(BIGGQ.US)

Last Updated 19:00:00 ET
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Trump’s return to office is not far off. Risk appetite can start to recover

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BIGGQ
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TECH
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AI’s Hard Limit: Compute Boom Meets a Power Crunch; Gas Turbines the Hidden Boss?

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AI Endgame: Power Calls the Shots?---

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In memory semis, the Big Three are tilting capex heavily toward DRAM. Why are they pouring money into DRAM while staying 'lukewarm' on NAND?On the demand side, AI has lit a fire under DRAM. HBM is indispensable to AI accelerators, and DDR demand has spiked with AI inference servers, pushing supply/demand into deficit and prices sharply higher.DDR5, for example, is up more than 5x, driving outsized margins.NAND demand is rising mainly as AI servers displace HDDs and via additions tied to the RubiN architecture. The growth is real, but urgency and pricing power lag DRAM.On the supply side, DRAM is hard to add: new lines typically require heavy capex and long lead times. Early movers can grab share and build moats.By contrast, NAND is easier to scale. Even without greenfield fabs, tool upgrades and higher layer counts lift output, enabling a quick ramp even if capex is deferred.Competition in NAND is more fragmented, with more players beyond the Big Three, so extra capex does not necessarily translate into outsized profits. DRAM, where the Big Three control over 90% of the market, is more oligopolistic and offers steadier returns.Net-net, they rationally skew capex toward DRAM. They 'overweight' DRAM and 'underweight' NAND.In short, DRAM offers stronger earnings leverage and more urgent demand. NAND is easier to scale and faces tougher competition.

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HBM
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The Stories that Shaped Retail in 2025

Retailtouchpoints·
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Retailtouchpoints·
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Retail stocks could get a tax refund boost in 2026

MSN·
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These Big BDC Yields Look Tempting But Come With Even Bigger Risks

Forbes·
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OWL
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Forbes·
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REG - Goldman Sachs (EPT) Big Yellow Group PLC - Form 8.5 (EPT/RI) - BIG YELLOW GROUP PLC

London Stock Exchange·
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GS
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London Stock Exchange·
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REG - Goldman Sachs (EPT) Big Yellow Group PLC - Form 8.5 (EPT/NON-RI) - Big Yellow Group

London Stock Exchange·
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REG - BlackRock Group Big Yellow Group PLC - Form 8.3 - Big Yellow Group Plc

London Stock Exchange·
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BIGGQ
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BLK
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London Stock Exchange·
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BIGGQ
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BLK
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