The longer you pay rent, the more you want a house of your own.

The opportunity may not be limited to humanoid robots, but spans the entire industrial chain from computing power and simulation to real-world deployment.

AI infrastructure is pushing cloud giants back into a capital-intensive cycle.

The market is still waiting for SpaceX’s first earnings report.

Apple begins testing CXMT DRAM for devices sold in China.

A reckoning for a national-level white-collar industry.

Nomura Bets on AI Server Demand Feeding into Niche Japanese Material Sector

Under high valuations, minor revenue shortfalls, concerns over foundry losses, and worries about peak AI capital expenditure are amplified. Market logic has shifted from focusing on profit growth to emphasizing cash flow and shareholder returns, ultimately triggering profit-taking by investors.

The AI narrative is not over, but capital is shifting from broad CapEx themes to verifiable areas such as storage, optical interconnects, power, and data center infrastructure.

Just yesterday, news broke about the delay of Nvidia's "Kyber rack" project, and today SemiAnalysis has dropped a blockbuster forecast: AI debt will surpass $7 trillion by 2029. Nvidia is underwriting this massive financing with its own 'AA-rated' credit, transforming into an 'AI Central Bank'.

Samsung and SK Hynix still supported by AI, testing short-term rally sustainability

South Korean BTC Treasury Listed Company K Wave Media Liquidates Position, Exits the Bitcoin Treasury Company Ranks.

Hong Kong is evolving from a wealth management center into a “technology transit hub.”

SK Hynix is set to list on the Nasdaq under the ticker SKHY, raising approximately $29 billion in what would be the largest ADR offering in history. This article provides a one-stop overview of the listing time, stock ticker, issuance scale, and key investment points.

Trump Responds on Whether the "Trump Account" Includes Bitcoin: It Could Happen.

"Everyone is using past efficiency curves to understand AI, but the real leap hasn't come yet. There may still be four to ten orders of magnitude left in the production of intelligence."