Markets

Pragmatic Sourcing: Japan’s Taiyo Refiner Re-Engages Russian Oil Amid Middle East Instability

Pragmatic Sourcing: Japan’s Taiyo Refiner Re-Engages Russian Oil Amid Middle East Instability

Geopolitical Volatility vs. Climate Goals: Mitsubishi Corp.’s Strategic Pivot to Natural Gas

Geopolitical Volatility vs. Climate Goals: Mitsubishi Corp.’s Strategic Pivot to Natural Gas

Recovery: 오픈AI의 영혼을 둔 전쟁: 머스크와 올트먼의 정면충돌과 '자선 신탁'의 함정

Recovery: 오픈AI의 영혼을 둔 전쟁: 머스크와 올트먼의 정면충돌과 '자선 신탁'의 함정

Meta’s Strategic Pivot: Zuckerberg Prioritizes Capex Over Human Capital

Meta’s Strategic Pivot: Zuckerberg Prioritizes Capex Over Human Capital

Macronix Targets Growth Amid eMMC Supply Gap as Global Rivals Exit MLC NAND

Macronix Targets Growth Amid eMMC Supply Gap as Global Rivals Exit MLC NAND

Geopolitical Premium: Nvidia B300 Server Prices Hit $1M in China Amid Export Curbs

Geopolitical Premium: Nvidia B300 Server Prices Hit $1M in China Amid Export Curbs

Supply Chain Vulnerability: OpenAI’s Infrastructure Scrutiny Rattles Taiwanese EMS Giants

Supply Chain Vulnerability: OpenAI’s Infrastructure Scrutiny Rattles Taiwanese EMS Giants

Monetary Policy & Currency Intervention: BOJ Data Hints at Massive $30bn Yen Support

Monetary Policy & Currency Intervention: BOJ Data Hints at Massive $30bn Yen Support

Geopolitical Risk & Resource Management: Japan’s Trading Houses Navigate Iran War Volatility

Geopolitical Risk & Resource Management: Japan’s Trading Houses Navigate Iran War Volatility

Unisplendour and H3C Pivot to AI Monetization as Chinese Market Shifts Focus from Model Training to Deployment Efficiency

Unisplendour and H3C Pivot to AI Monetization as Chinese Market Shifts Focus from Model Training to Deployment Efficiency

Quanta Forecasts 2026 Server Market Growth Driven by Surging Alphabet Orders and General-Purpose Recovery

Quanta Forecasts 2026 Server Market Growth Driven by Surging Alphabet Orders and General-Purpose Recovery

Anthropic Targets $900B+ Valuation in Massive New Funding Round

Anthropic Targets $900B+ Valuation in Massive New Funding Round

Blue Owl Capital Exits Half of SpaceX Position with 10x ROI to Hedge AI Disruption

Blue Owl Capital Exits Half of SpaceX Position with 10x ROI to Hedge AI Disruption

Meta Q1 2026 Earnings: Record $56.31B Revenue Outpaced by AI Capex and User Concerns

Meta Q1 2026 Earnings: Record $56.31B Revenue Outpaced by AI Capex and User Concerns

Smartphone SoC Market Trends: 8% YoY Contraction and Samsung’s Resilient Market Gain

Smartphone SoC Market Trends: 8% YoY Contraction and Samsung’s Resilient Market Gain

Toyota to Triple India Production Output with Three New Plants

Toyota to Triple India Production Output with Three New Plants

Stripe Link: Architectural Foundations for the Agentic Economy and Programmatic Financial Primitives

Stripe Link: Architectural Foundations for the Agentic Economy and Programmatic Financial Primitives

Google’s Gemini AI Integration: Moving Beyond CarPlay to a Native, Context-Aware Cockpit OS

Google’s Gemini AI Integration: Moving Beyond CarPlay to a Native, Context-Aware Cockpit OS