--- title: Syz The Moment | Technology description: Technology | Syz The Moment --- [![Syz Private banking](https://blog.syzgroup.com/hs-fs/hubfs/Logo.png?width=140&name=Logo.png "Syz Private banking")](https://www.syzgroup.com/fr) ## **Thinking** out loud [Subscribe](https://25733253.hs-sites-eu1.com/newsletter-signup?hsLang=en) [![Contact Us](https://hubspot-no-cache-eu1-prod.s3.amazonaws.com/cta/default/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2.png)](https://hubspot-cta-redirect-eu1-prod.s3.amazonaws.com/cta/redirect/25733253/3d762f49-4e71-4f99-97b1-bf6781ef3da2) - [OUR SERVICES](https://www.syzgroup.com/en/private-banking) - [ABOUT SYZ](https://www.syzgroup.com/en/about/welcome-to-syz) - [CAREERS](https://www.syzgroup.com/en/careers) - [PRESS](https://www.syzgroup.com/en/news) - [Blog Homepage](https://blog.syzgroup.com) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [The week in seven charts](https://blog.syzgroup.com/fast-food-for-thoughts/tag/the-week-in-seven-charts) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Fixed Income Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [Equity Weekly](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [CONTACT](https://www.syzgroup.com/en/contact-us/form) - [ENGLISH](https://www.syzgroup.com/) - [FRANÇAIS](https://www.syzgroup.com/fr) - [Slow Food for Thought](https://blog.syzgroup.com/slow-food-for-thought) - [Focus](https://blog.syzgroup.com/slow-food-for-thoughts/tag/focus) - [Asset allocations Insights](https://blog.syzgroup.com/slow-food-for-thoughts/tag/asset-allocation-insights) - [Market Outlook](https://blog.syzgroup.com/slow-food-for-thoughts/tag/market-outlook) - [Swiss Perspectives](https://blog.syzgroup.com/slow-food-for-thoughts/tag/swiss-perspectives) - [Fast Food for Thought](https://blog.syzgroup.com/fast-food-for-thought) - [Flash](https://blog.syzgroup.com/fast-food-for-thoughts/tag/flash) - [Weekly Fixed Income](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-fixed-income) - [The week in seven charts](https://blog.syzgroup.com/slow-food-for-thoughts/tag/the-week-in-seven-charts) - [Global markets outlook](https://blog.syzgroup.com/fast-food-for-thoughts/tag/global-markets-outlook) - [Weekly Equities](https://blog.syzgroup.com/fast-food-for-thought/tag/weekly-equities) - [Syz the moment](https://blog.syzgroup.com/syz-the-moment) - [Crypto corner](https://blog.syzgroup.com/crypto-corner) - [Syz AI Insights](https://blog.syzgroup.com/syz-ai-insights) - [Our Services](https://www.syzgroup.com/en/private-banking) - [About Syz](https://www.syzgroup.com/en/about/welcome-to-syz) - [Careers](https://www.syzgroup.com/en/careers) - [Press](https://www.syzgroup.com/en/news) - [Contact](https://www.syzgroup.com/en/contact-us/form) - [English](https://www.syzgroup.com/) - [Français](https://www.syzgroup.com/fr) ## **Sign-up** for our newsletter This website uses cookies to enhance user navigation and to collect statistical data. 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Bank Syz Ltd. accepts no liability for any loss arising from the use of this document. ## Straight from the Desk # **Syz** the moment Live feeds, charts, breaking stories, all day long. - [All](https://blog.syzgroup.com/syz-the-moment) - [equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) - [United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) - [Macroeconomics](https://blog.syzgroup.com/syz-the-moment/tag/macroeconomics) - [Food for Thought](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) - [markets](https://blog.syzgroup.com/syz-the-moment/tag/markets) - [Central banks](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) - [bitcoin](https://blog.syzgroup.com/syz-the-moment/tag/bitcoin) - [Fixed Income](https://blog.syzgroup.com/syz-the-moment/tag/fixed-income) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Crypto](https://blog.syzgroup.com/syz-the-moment/tag/crypto) - [technical analysis](https://blog.syzgroup.com/syz-the-moment/tag/technical-analysis) - [nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) - [oil](https://blog.syzgroup.com/syz-the-moment/tag/oil) - [china](https://blog.syzgroup.com/syz-the-moment/tag/china) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [Alternatives](https://blog.syzgroup.com/syz-the-moment/tag/alternatives) - [Volatility](https://blog.syzgroup.com/syz-the-moment/tag/volatility) - [Real Estate](https://blog.syzgroup.com/syz-the-moment/tag/real-estate) - [apple](https://blog.syzgroup.com/syz-the-moment/tag/apple) - [emerging-markets](https://blog.syzgroup.com/syz-the-moment/tag/emerging-markets) - [google](https://blog.syzgroup.com/syz-the-moment/tag/google) - [Middle East](https://blog.syzgroup.com/syz-the-moment/tag/middle-east) - [switzerland](https://blog.syzgroup.com/syz-the-moment/tag/switzerland) - [tesla](https://blog.syzgroup.com/syz-the-moment/tag/tesla) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [microsoft](https://blog.syzgroup.com/syz-the-moment/tag/microsoft) - [assetmanagement](https://blog.syzgroup.com/syz-the-moment/tag/assetmanagement) - [ethereum](https://blog.syzgroup.com/syz-the-moment/tag/ethereum) - [meta](https://blog.syzgroup.com/syz-the-moment/tag/meta) - [russia](https://blog.syzgroup.com/syz-the-moment/tag/russia) - [Industrial-production](https://blog.syzgroup.com/syz-the-moment/tag/industrial-production) - [Healthcare](https://blog.syzgroup.com/syz-the-moment/tag/healthcare) - [ESG](https://blog.syzgroup.com/syz-the-moment/tag/esg) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [performance](https://blog.syzgroup.com/syz-the-moment/tag/performance) - [africa](https://blog.syzgroup.com/syz-the-moment/tag/africa) - [LLM](https://blog.syzgroup.com/syz-the-moment/tag/llm) - [Global](https://blog.syzgroup.com/syz-the-moment/tag/global) - [Market News](https://blog.syzgroup.com/syz-the-moment/tag/market-news) - [Weekly Equities](https://blog.syzgroup.com/syz-the-moment/tag/weekly-equities) Show more 9 Nov 2026 - - - #### An eye-catching bloomberg chart In germany, labor productivity per hour rose just 12.2% from Q2 2011 to Q2 2026, vs 29.5% in the US. One reason for the widening gap: German job creation in recent years has been concentrated in public services, where productivity gains are harder to achieve than in industries such as manufacturing. The mix of jobs matters, not just the number. Source: HolgerZ, Bloomberg [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![An eye-catching bloomberg chart](https://blog.syzgroup.com/hubfs/1793914551390.jpg) ![An eye-catching bloomberg chart](https://blog.syzgroup.com/hubfs/1793914551390.jpg) 9 Nov 2026 - - - #### Intel Insider Trading Alert Zerohedge built a screen of 20 High Yield data center bonds based on Barclays research. Each bond gets scored on four things: 1/ whether its site sits in a state that flipped (or, like Virginia, has moratorium bills moving) 2/ how far out its final delivery date is 3/ how strong the tenant is, and 4/ how much the market has already marked it down. It's an editorial ranking, not a credit rating, but there is the result Spoiler: seven bonds worth $17.3 billion score in the danger zone, and the market has already marked them down about 5 points on average since late September, nearly four times as much as the rest. [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Intel Insider Trading Alert](https://blog.syzgroup.com/hubfs/1793914551390.jpg) ![Intel Insider Trading Alert](https://blog.syzgroup.com/hubfs/1793914551390.jpg) 5 Nov 2026 - - - #### Interesting point of view on X by Ivana Delevska, founder and CIO of Spear ➡️ "Are Data Centers getting canceled?" Here's her view 👇 "With Democratic victories in Texas and Georgia investors are worried that this could bring new permitting restrictions, potentially slowing the AI buildout. Nearly 30% of U.S. data center capacity expected to come online in 2028 is concentrated in Texas alone. But what people are missing is that the push back on Data Centers construction is not new. ▪️ ERCOT already had a moratorium on the projects ▪️ In NY, a one-year moratorium was imposed for data centers requiring 50 MW or more. ➡️ 2027: Out of the ~40GW expected in the US in ‘27, 70% are permitted and under construction… … Assuming typical delays, equipment availability, permitting, etc., we expect 25-30GW to come online in ‘27. ➡️ 2028: Out of the ~60GW expected in ‘28, we expect to be able to build ~35-40GW. And this has very little to do with the election. Bottom line is that the projects that have questionable economics, location, power source were going to come online regardless of the elections. Separately, delaying compute supply doesn't make AI demand disappear. It makes existing capacity more valuable. GPU rental prices were already increasing before the election. H100 rents are up ~35% since early January, four years after launch. Newer B200 rents rose 11% in the past month alone. If AI demand continues growing while new capacity gets pushed out, we could see GPU rental prices rise significantly further. That has important implications for the hardware cycle: ➡️ Existing GPUs could command higher rental rates, improving returns on deployed capital. ➡️ Older GPU generations could retain their economic value longer. ➡️ Delayed construction could spread hardware spending over more years, extending the investment cycle. The bottom line is building physical hardware is hard. Is more regulation making it harder? Sure. But not enough to justify 50% drop in hardware stocks". [#Food for Thought|](https://blog.syzgroup.com/syz-the-moment/tag/food-for-thought) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![Interesting point of view on X by Ivana Delevska, founder and CIO of Spear ➡️ ](https://blog.syzgroup.com/hubfs/1793858518761.jpg) ![Interesting point of view on X by Ivana Delevska, founder and CIO of Spear ➡️ ](https://blog.syzgroup.com/hubfs/1793858518761.jpg) 3 Nov 2026 - - - #### Nasdaq 100 $QQQ is testing its 200-day moving average as support for the first time since March Source: Barchart [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Nasdaq 100 $QQQ is testing its 200-day moving average as support for the first time since March](https://blog.syzgroup.com/hubfs/1793692020691.jpg) ![Nasdaq 100 $QQQ is testing its 200-day moving average as support for the first time since March](https://blog.syzgroup.com/hubfs/1793692020691.jpg) 2 Nov 2026 - - - #### Time to start buying Tech again? Deutsche Bank thinks so. The recent rotation has been brutal: MCG & Tech fell 11% over three weeks while the rest of the S&P 500 gained almost 6%—a performance gap exceeding 16 percentage points. Last week, DB estimated that the unwind was already more than two-thirds of the way through a typical rotation. The latest selloff has pushed relative performance to the bottom of its long-term trend channel. From that level, the sector has staged five V-shaped rebounds in the past 2½ years. Could it fall further? Yes. Major shocks, including Liberation Day and the Iran war, have previously pushed performance below that channel. But DB’s conclusion is clear: the risk-reward now favors gradually rebuilding exposure and moving back to overweight. Source: DB, Neil Sethi NEW account [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Time to start buying Tech again? Deutsche Bank thinks so.](https://blog.syzgroup.com/hubfs/1793564859457.jpg) ![Time to start buying Tech again? Deutsche Bank thinks so.](https://blog.syzgroup.com/hubfs/1793564859457.jpg) 29 Oct 2026 - - - #### Oracle jumps +14.55% today after the company forecasts $225 billion in revenue by fiscal year 2030. Oracle also announced to turn their free cash flow positive, reaching above $30 Billion by 2028. Source: Bull Theory [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Oracle jumps +14.55% today after the company forecasts $225 billion in revenue by fiscal year 2030.](https://blog.syzgroup.com/hubfs/1793219921403.jpg) ![Oracle jumps +14.55% today after the company forecasts $225 billion in revenue by fiscal year 2030.](https://blog.syzgroup.com/hubfs/1793219921403.jpg) 28 Oct 2026 - - - #### $SKHY SK HYNIX ABSOLUTELY CRUSGED THEIR Q3 EARNINGS SK Hynix surge +9% after Q3 revenue surpasses ₩100 TRILLION for the first time in the company's history. Revenue jumped 328% YoY to ₩104.62 Trillion ($78.8B), beating expectations of ₩98.23 Trillion ($74.0B). Operating profit surged 632% YoY to ₩83.33 Trillion ($62.8B), beating estimates, while net profit increased 216% to ₩39.78 Trillion ($30B). The company says it has sold out of DRAM and HBM chips through 2029 as it expands long-term supply deals with major customers. SK Hynix plans to return ₩100 Trillion ($75B) to shareholders this year through dividends and over ₩60 trillion in share buybacks and cancellations. Here are the details 👇 • Revenue: $78.9B vs. Est. $74.8B • Operating profit: $62.8B vs. Est. $58.5B • Gross Margin: 86% vs. Est. 85% • DRAM ASP: +28% QoQ • NAND ASP: +25% QoQ • Cash: $86.3B Q4 Guidance • DRAM shipments: +25% QoQ • NAND shipments: +5% QoQ FY27 Guidance • DRAM demand: +25% YoY • NAND demand: +18% YoY Signed 5-year LTAs with 14 major customers securing over 50% of its 2027 and 2028 capacity. Source: Shay Boloor @StockSavvyShay Bull Theory [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) ![$SKHY SK HYNIX ABSOLUTELY CRUSGED THEIR Q3 EARNINGS](https://blog.syzgroup.com/hubfs/1793167821762.jpg) ![$SKHY SK HYNIX ABSOLUTELY CRUSGED THEIR Q3 EARNINGS](https://blog.syzgroup.com/hubfs/1793167821762.jpg) 28 Oct 2026 - - - #### A BIG DAY AHEAD FOR MARKETS Big Tech has the spotlight. But don’t forget the Fed. Google. Microsoft. A packed earnings calendar. And at 2 p.m. ET: the FOMC rate decision. Kalshi puts the probability of unchanged rates at 95%. But a widely expected decision can still deliver an unexpected message. The rate decision is one thing. What the Fed signals next is another. Watch the earnings. Listen to the Fed. Source: GURGAVIN [#Central banks|](https://blog.syzgroup.com/syz-the-moment/tag/central-banks) [#Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) ![A BIG DAY AHEAD FOR MARKETS](https://blog.syzgroup.com/hubfs/1793168866562.jpg) ![A BIG DAY AHEAD FOR MARKETS](https://blog.syzgroup.com/hubfs/1793168866562.jpg) [1](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/1) [2](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [3](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/3) [4](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/5) [❯](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/2) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/44?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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