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Lloyds Bank: The UK housing market is expected to continue to grow at a steady pace.
2026-07-07
Lloyds Bank: The UK housing market is expected to continue to grow at a steady pace.
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2026-07-07
China Galaxy Securities says June cement demand was seasonally weak due to high temperatures and Meiyu rains; clinker-line shutdowns varied by region as firms accelerated capacity curtailment and clinker inventories declined. Cost pressures in June p
China Galaxy Securities says June cement demand was seasonally weak due to high temperatures and Meiyu rains; clinker-line shutdowns varied by region as firms accelerated capacity curtailment and clinker inventories declined. Cost pressures in June prompted regional attempts to lift prices, leaving the national average cement price slightly up MoM. Looking ahead, off-season demand in July is unlikely to support prices, the marginal effect of staggered production controls will fade, and cost-side support will lessen; the firm expects cement prices to trend weaker at low levels in July.
2026-07-07
A NVIDIA spokesperson denied reports of a delay to the Kyber AI compute architecture and said the company’s product roadmap is unaffected. Research firm SemiAnalysis had reported Kyber suffered R&D setbacks and could be delayed about 12 months to 202
A NVIDIA spokesperson denied reports of a delay to the Kyber AI compute architecture and said the company’s product roadmap is unaffected. Research firm SemiAnalysis had reported Kyber suffered R&D setbacks and could be delayed about 12 months to 2028; the architecture was slated for the next‑generation Rubin Ultra GPU. Mizuho analyst Jordan Klein characterized similar delay chatter as attention‑grabbing noise. The report had limited market impact: NVIDIA shares rose roughly 1.2% intraday on Monday. Kyber is viewed as a material data‑center upgrading, employing a vertical‑rack design to boost compute density and cut network latency, and could lift demand for co‑packaged optics (CPO) in data centers.
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