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Windows info-disclosure 0-day bug gets a fix as CISA sounds alarm

First Patch Tuesday of 2026 goes big Microsoft and Uncle Sam have warned that a Windows bug disclosed today is already under ...

The RAM shortage’s silver lining: Less talk about “AI PCs”

With RAM pricing stability possibly not arriving until 2027, per Ubrani, it may be a while until RAM is readily available ...

Dell added as a new short idea at Hedgeye

Hedgeye adds Dell (DELL) as a short: memory inflation, weak PC demand and NVIDIA disintermediation could hit margins; ...