--- title: Syz The Moment | Technology (6) description: Technology | Syz The Moment (6) --- [![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) - [geopolitics](https://blog.syzgroup.com/syz-the-moment/tag/geopolitics) - [AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) - [Asia](https://blog.syzgroup.com/syz-the-moment/tag/asia) - [europe](https://blog.syzgroup.com/syz-the-moment/tag/europe) - [gold](https://blog.syzgroup.com/syz-the-moment/tag/gold) - [Commodities](https://blog.syzgroup.com/syz-the-moment/tag/commodities) - [investing](https://blog.syzgroup.com/syz-the-moment/tag/investing) - [Technology](https://blog.syzgroup.com/syz-the-moment/tag/technology) - [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) - [ETF](https://blog.syzgroup.com/syz-the-moment/tag/etf) - [earnings](https://blog.syzgroup.com/syz-the-moment/tag/earnings) - [Forex](https://blog.syzgroup.com/syz-the-moment/tag/forex) - [energy](https://blog.syzgroup.com/syz-the-moment/tag/energy) - [banking](https://blog.syzgroup.com/syz-the-moment/tag/banking) - [magnificent-7](https://blog.syzgroup.com/syz-the-moment/tag/magnificent-7) - [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) - [United Kingdom](https://blog.syzgroup.com/syz-the-moment/tag/united-kingdom) - [amazon](https://blog.syzgroup.com/syz-the-moment/tag/amazon) - [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) - [Global Markets Outlook](https://blog.syzgroup.com/syz-the-moment/tag/global-markets-outlook) - [Turkey](https://blog.syzgroup.com/syz-the-moment/tag/turkey) - [inflation](https://blog.syzgroup.com/syz-the-moment/tag/inflation) - [bankruptcy](https://blog.syzgroup.com/syz-the-moment/tag/bankruptcy) - [brics](https://blog.syzgroup.com/syz-the-moment/tag/brics) - [Market Outlook](https://blog.syzgroup.com/syz-the-moment/tag/market-outlook) - [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 3 Jul 2026 - - - #### AI ECONOMICS: The bill for “tokenmaxxing” just came due. Meta’s employees ran up a staggering internal AI bill in a single month. The number is reshaping how Big Tech thinks about the cost of intelligence. [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI|](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![AI ECONOMICS: The bill for “tokenmaxxing” just came due.](https://blog.syzgroup.com/hubfs/4-Jul-03-2026-02-36-42-9457-PM.jpg) ![AI ECONOMICS: The bill for “tokenmaxxing” just came due.](https://blog.syzgroup.com/hubfs/4-Jul-03-2026-02-36-42-9457-PM.jpg) 30 Jun 2026 - - - #### In case you missed it...Samsung Electronics, SK Hynix, and Micron Technology were sued on June 25 in federal court over allegations of collusion and price-fixing in the commodity memory market. Filed in the Northern District of California, the complaint names 17 plaintiffs — a mix of individuals and small businesses — who claim the three chipmakers conspired to keep commodity DRAM artificially scarce in order to inflate prices, according to Wccftech Source. Yahoo Finance [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![In case you missed it...Samsung Electronics, SK Hynix, and Micron Technology were sued on June 25 in federal court over allegations of collusion and price-fixing in the commodity memory market.](https://blog.syzgroup.com/hubfs/9-Jun-30-2026-03-01-40-0998-PM.jpg) ![In case you missed it...Samsung Electronics, SK Hynix, and Micron Technology were sued on June 25 in federal court over allegations of collusion and price-fixing in the commodity memory market.](https://blog.syzgroup.com/hubfs/9-Jun-30-2026-03-01-40-0998-PM.jpg) 30 Jun 2026 - - - #### Hedge funds are abandoning US tech stocks at the fastest pace in over a decade: The Technology, Media, and Telecom sector has seen the largest and most sustained outflows of any US sector in 2026. The net selling accelerated sharply in June to nearly -3% of total US gross market value, according to Goldman Sachs. Last week, hedge funds sold the most US Information Technology stocks in more than 10 years, in both dollar and percentage terms. This was driven by long and short sales at a ratio of roughly 1.3 to 1. Semiconductors and semiconductor equipment accounted for more than half of the total tech sales, having now been net sold for 8 consecutive sessions. Hedge funds are running to the exit in US tech. Source: Global Markets Investor, Goldman Sachs [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities|](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![Hedge funds are abandoning US tech stocks at the fastest pace in over a decade:](https://blog.syzgroup.com/hubfs/8-Jun-30-2026-02-59-58-5526-PM.jpg) ![Hedge funds are abandoning US tech stocks at the fastest pace in over a decade:](https://blog.syzgroup.com/hubfs/8-Jun-30-2026-02-59-58-5526-PM.jpg) 26 Jun 2026 - - - #### In case you missed it... US MegaCap Tech is facing its worst month since April 2022 (and 3rd worst month ever)... Source: zerohedge [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#United States](https://blog.syzgroup.com/syz-the-moment/tag/united-states) ![In case you missed it... US MegaCap Tech is facing its worst month since April 2022](https://blog.syzgroup.com/hubfs/9-Jun-26-2026-03-24-27-7030-PM.jpg) ![In case you missed it... US MegaCap Tech is facing its worst month since April 2022](https://blog.syzgroup.com/hubfs/9-Jun-26-2026-03-24-27-7030-PM.jpg) 3 Jun 2026 - - - #### The software squeeze At range highs, it is difficult to get greedy. Source: TME, LSEG Workspace [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#equities](https://blog.syzgroup.com/syz-the-moment/tag/equities) ![The software squeeze](https://blog.syzgroup.com/hubfs/4-Jun-03-2026-03-16-58-3494-PM.jpg) ![The software squeeze](https://blog.syzgroup.com/hubfs/4-Jun-03-2026-03-16-58-3494-PM.jpg) 1 Jun 2026 - - - #### Nvidia will launch a PC “superchip” this year as the semiconductor giant goes head-to-head with Apple, Qualcomm, Intel and AMD for the first time. Computer makers including Dell, Asus and HP will use what Nvidia claims is “the most efficient PC chip ever built”, paired with Microsoft’s Windows software, Nvidia chief executive Jensen Huang announced on Monday. The launch marks a major competitive shift in the consumer PC industry and a new business line for $5.1tn Nvidia. The company, best known for its dominance of semiconductors for AI infrastructure, is pushing beyond its traditional graphics cards into integrated chips that power the whole PC. Lenovo, Microsoft, Acer and Taiwan’s MSI will also use the product. Source: FT [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#nvidia](https://blog.syzgroup.com/syz-the-moment/tag/nvidia) ![Nvidia will launch a PC “superchip” this year as the semiconductor giant goes head-to-head with Apple, Qualcomm, Intel and AMD for the first time.](https://blog.syzgroup.com/hubfs/7-Jun-01-2026-02-06-58-0230-PM.jpg) ![Nvidia will launch a PC “superchip” this year as the semiconductor giant goes head-to-head with Apple, Qualcomm, Intel and AMD for the first time.](https://blog.syzgroup.com/hubfs/7-Jun-01-2026-02-06-58-0230-PM.jpg) 1 Jun 2026 - - - #### Jevon-paradox Token usage (blue bars) is exploding higher. It started in January when Agentic AI went mainstream with Claude Cowork and Moltbook (OpenClaw). AI users are creating agents and code, leading to exponential growth in AI usage. It's just starting. Source: a16z, Jim Bianco [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![Jevon-paradox Token usage (blue bars) is exploding higher. It started in January when Agentic AI went mainstream with Claude Cowork and Moltbook (OpenClaw).](https://blog.syzgroup.com/hubfs/1-Jun-01-2026-01-57-51-3360-PM.jpg) ![Jevon-paradox Token usage (blue bars) is exploding higher. It started in January when Agentic AI went mainstream with Claude Cowork and Moltbook (OpenClaw).](https://blog.syzgroup.com/hubfs/1-Jun-01-2026-01-57-51-3360-PM.jpg) 29 May 2026 - - - #### 44% of every dollar companies spend on AI goes directly to fixing bugs that the AI itself created. A report from Entelligence AI across 2,444 companies shows that for every $1 spent on AI tokens, $0.44 goes to bug fixes, $0.27 to rewriting AI-generated code, and $0.11 disappears into review and merge delays. Companies spending $100,000 on AI tokens and only $18,000 worth is reaching production. The other $82,000 is overhead generated by the tool itself. Lightrun's 2026 report found that 43% of all AI-generated code still requires manual debugging in production even after passing every quality test. Not a single engineering leader surveyed said they were fully confident AI code would behave correctly once deployed. Wall Street is pricing AI as a productivity tool and the data says 82% of the spend never reaches the actual product. SOURCE: @Aiswarya\_Sankar Sam Boboev [#Technology|](https://blog.syzgroup.com/syz-the-moment/tag/technology) [#AI](https://blog.syzgroup.com/syz-the-moment/tag/ai) ![44% of every dollar companies spend on AI goes directly to fixing bugs that the AI itself created.](https://blog.syzgroup.com/hubfs/3-May-29-2026-01-19-06-2235-PM.jpg) ![44% of every dollar companies spend on AI goes directly to fixing bugs that the AI itself created.](https://blog.syzgroup.com/hubfs/3-May-29-2026-01-19-06-2235-PM.jpg) ❮❮ [❮](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/5) [4](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/4) [5](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/5) [6](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/6) [7](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/7) [8](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/8) [❯](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/7) [❯❯](https://blog.syzgroup.com/syz-the-moment/tag/technology/page/43?hsLang=en) ## **Thinking** out loud Sign up for our weekly email highlighting the most popular posts. 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