


The DDR4 spot price rose by 0.67% over the week, but trading volume in the DRAM spot market is expected to remain low through the third quarter of 2026. While prices have slightly increased, actual trading has not followed suit.
The 30-year U.S. yield exceeds 5%, a high not seen since 2007. The debt of AI giants plays a significant role, with Bitcoin paying the price for months.
Ormat Technologies ($ORA) is pursuing a geothermal power purchase agreement of up to 150MW to support the operation of Google’s ($GOOGL) data centers. AI data center power demand is increasing, leading to a trend of incorporating renewable energy sources into long-term procurement portfolios.
Donald Trump, the President of the United States, stated that he did not instruct Treasury Secretary Scott Bessent to intervene in the bond market. The U.S. Treasury has increased the scale of its buyback of long-term bonds, leading to mixed interpretations in the market regarding liquidity support ...