
Nvidia and SK hynix to Partner as Jensen Huang Warns Memory Shortage Could ‘Last for Years’
Nvidia CEO Jensen Huang met SK hynix leadership in Seoul and, according to CNBC, said the global memory shortage could persist for several years. The report says Nvidia and SK hynix are deepening cooperation around high-bandwidth memory used in Nvidia’s Blackwell platforms, with SK hynix supplying an estimated 50%–70% of Nvidia’s HBM4 needs. Investors may view this as multi-year supply planning amid constrained capacity.

OPAL Fuels, GFL Agree 2 Landfill Gas Projects
GFL Environmental and OPAL Fuels agreed to develop two joint landfill gas-to-RNG projects at the Stones Throw Landfill in Alabama and Grady Road Landfill in Georgia, jointly owned 50/50. The projects total nearly 2 million MMBtu of design capacity. OPAL will market/distribute output via its CNG/RNG network. OPAL reported Q1 2026 revenue of $73.38M and net loss of $5.59M.

ASML becomes Europe's most valuable company ever as analysts bet on higher EUV output — its market cap hit $674 billion this week
ASML became Europe’s most valuable company, reaching a market cap of about $668 billion (passing Novo Nordisk’s June 2024 record), after JPMorgan and Morgan Stanley said ASML can ship more EUV systems than previously assumed. JPMorgan raised its target to €1,900 and Morgan Stanley to €1,660, citing capacity and Brainport expansion. EUV is a key bottleneck for advanced chip output.

A Post-Earnings Sell-Off Could Be an Incredible Buying Opportunity for This Stock
Zscaler (NASDAQ: ZS) shares fell 32% after its third-quarter earnings report as management guided 2027 annualized recurring revenue (ARR) growth of 16%–17%, down from 21% last quarter. The report attributed part of the slowdown to how Red Canary renewals are accounted for. Zscaler said usage-based pricing from AI-driven traffic accounted for over 30% of new annualized contract value in Q3.

BWET’s 1,645% Gain Rests on One Geopolitical Event That Could Reverse in Hours
Breakwave Tanker Shipping ETF (BWET) rose about 1,645% over the past year and 836% year to date to near $180, driven by VLCC wet freight futures after the Strait of Hormuz closure (Feb 2026). The article says gains could unwind quickly if a ceasefire or reopening reduces the war premium. It also notes structural drag from a 3.5% expense ratio and futures roll costs.

Weekend Round-Up: Anthropic Eyes IPO, CrowdStrike's Stock Split, Broadcom's Mixed Results, SpaceX's AI De
Anthropic filed a confidential draft Form S-1 with the SEC, giving it the option to pursue an IPO, though share count and pricing weren’t set. CrowdStrike reported Q1 revenue of $1.39B vs $1.36B estimates and announced a 4-for-1 stock split. Broadcom’s Q2 revenue was $22.19B vs $22.27B estimates, with adjusted EPS of $2.44 vs $2.40. SpaceX signed a $920M monthly AI deal with Google.