Markets

Yuan Emerges as Sovereign 'Currency of Last Resort' for Iran and Russia Amid Western Financial Isolation

Yuan Emerges as Sovereign 'Currency of Last Resort' for Iran and Russia Amid Western Financial Isolation

Amazon Q1 2026 Earnings: AWS and Anthropic Strategic Investment Drive Record Growth and $16.8B Paper Gain

Amazon Q1 2026 Earnings: AWS and Anthropic Strategic Investment Drive Record Growth and $16.8B Paper Gain

Geopolitical Gridlock: US Blockade Strands 1.8 Million Barrels of Iranian Crude Daily

Geopolitical Gridlock: US Blockade Strands 1.8 Million Barrels of Iranian Crude Daily

Nvidia’s China Market Share Hits Zero: Jensen Huang Warns US Export Policies are Backfiring

Nvidia’s China Market Share Hits Zero: Jensen Huang Warns US Export Policies are Backfiring

Lite-On AI Power Management: 2Q26 Growth Driven by Infrastructure as PC Market Softens

Lite-On AI Power Management: 2Q26 Growth Driven by Infrastructure as PC Market Softens

Silicon Motion Posts Record 1Q26 Revenue Driven by AI and New Product Synergy

Silicon Motion Posts Record 1Q26 Revenue Driven by AI and New Product Synergy

The Great Memory Reset: Chinese Giants Montage and Longsys Ride AI Tailwinds Toward Structural Recovery

The Great Memory Reset: Chinese Giants Montage and Longsys Ride AI Tailwinds Toward Structural Recovery

Motorola's Stealth Dominance: Challenging Samsung in the Foldable Market

Motorola's Stealth Dominance: Challenging Samsung in the Foldable Market

Recovery: 머스크 대 오픈AI 1,300억 달러 소송전: xAI의 경쟁사 모델 학습 폭로와 AI IP의 위기

Recovery: 머스크 대 오픈AI 1,300억 달러 소송전: xAI의 경쟁사 모델 학습 폭로와 AI IP의 위기

Recovery: Y Combinator의 하드테크 선언: 소프트웨어의 종말과 '주권 기술' 하드웨어로의 대이동

Recovery: Y Combinator의 하드테크 선언: 소프트웨어의 종말과 '주권 기술' 하드웨어로의 대이동

Alphabet’s Strategic Pivot: Surpassing Cloud Milestones to Challenge Nvidia’s Market Cap

Alphabet’s Strategic Pivot: Surpassing Cloud Milestones to Challenge Nvidia’s Market Cap

Qualcomm Maintains 70% Market Share in Samsung Ecosystem Despite Internal Exynos Expansion

Qualcomm Maintains 70% Market Share in Samsung Ecosystem Despite Internal Exynos Expansion

Samsung Electro-Mechanics Hits KRW 3 Trillion Milestone Amidst Global ABF Substrate Shortages

Samsung Electro-Mechanics Hits KRW 3 Trillion Milestone Amidst Global ABF Substrate Shortages

Big Tech AI Capex to Surge 77% to $725 Billion as Component Inflation Erodes Marginal Utility of Investment

Big Tech AI Capex to Surge 77% to $725 Billion as Component Inflation Erodes Marginal Utility of Investment

Founders Fund Closes Record $6 Billion AI Vehicle: Analyzing Thiel’s 25% Internal Commitment Ratio

Founders Fund Closes Record $6 Billion AI Vehicle: Analyzing Thiel’s 25% Internal Commitment Ratio

Recovery: 턴베리 합의 붕괴 위기와 반도체 공급망의 불확실성: 미-EU 무역 갈등의 심화

Recovery: 턴베리 합의 붕괴 위기와 반도체 공급망의 불확실성: 미-EU 무역 갈등의 심화

Wingtech Technology Spirals Toward Shanghai Delisting After $1.3 Billion Loss and Massive Nexperia Audit Failure

Wingtech Technology Spirals Toward Shanghai Delisting After $1.3 Billion Loss and Massive Nexperia Audit Failure

SanDisk 3Q26 Analysis: Transitioning NAND from Commodity to Value-Driven Strategic Component

SanDisk 3Q26 Analysis: Transitioning NAND from Commodity to Value-Driven Strategic Component