On Semi Prices, Utilities & Better Knee Repair

It’s well known that demand for semiconductors is booming, supply is tight, and prices are soaring. The managements of two neoclouds, CoreWeave and IREN, confirmed that on recent earnings calls. But might the tide reverse? Jackie explores three headwinds gathering force that could cause semi demand and prices to sink. It’s a contrarian view, but one that IREN’s CEO finds feasible. … Also: Constellation Energy’s Q3 results suggest a bright market environment for electric utilities providers. … And in our Disruptive Technologies segment, a look at the less invasive alternatives to knee surgery under development in corporate and university labs.