Ralph Lauren (RL) CFO says we remain somewhat cautious on the North American operating environment due to wholesale channel consolidation, net exposure to Saks in 2026 is minimal

Memory prices have surged 80-90% Q/Q in Q1 2026, driven by steep gains in server DRAM and rising NAND and HBM3e costs, according to Counterpoint Research

Gemini Space Station (GEMI) to shutter EU, UK and Australia accounts, cutting 25% of jobs, according to Bloomberg

Ralph Lauren (RL) CFO says we remain somewhat cautious on the North American operating environment due to wholesale channel consolidation, net exposure to Saks in 2026 is minimal

ECB President Lagarde (Q&A), on AI investments, while net export activity and contribution to activity is in decline, the domestic market is responding strongly; consumption is improving a little bit, but investment is the main story

ECB President Lagarde (Q&A), on the labour market, says a lot of the data are backdated; we are seeing increased participation, slightly lower unemployment, vacancies are growing more moderately than in the past