Silicon Bakery - Over The Weekend (Wk4 Jul 2026) - Korean tech names deepen partnership with U.S; AMD under the spotlight on next-gen infra; Apple vs Micron takes a wild turn?
Korean, global tech companies to pursue partnerships worth more than $950 billion in total; AMD introduces its next-gen ai-infra products; Apple vs Micron taking another wild turn...
Result Deep Dive - Alphabet’s Earnings Beat Overshadowed by Record AI Spending
Alphabet reported Q2 revenue of $119.8 billion on Wednesday, up 24% year over year, as accelerating Google Cloud growth and a large investment gain lifted earnings. Net income reached $9.11 a share, well above Wall Street forecasts. All while reporting negative free cash flow.
Breaking News - Trump to allow direct US flights to Lebanon after 41-year halt
July 21, 2026 - Announcement comes after White House meeting with Lebanese president in which Trump vowed to help ‘a lot’
OpenAI Says Its Models Accidentally Hacked Hugging Face
OpenAI said its most advanced artificial intelligence models inadvertently breached Hugging Face’s systems during a cybersecurity evaluation, in what the company described as an “unprecedented” incident.
Financial Forecasts - Robinhood Prediction Market Revenue to Top Crypto (July 2026)
Trading platform Robinhood Markets Inc.’s revenue from prediction market is set to overshadow that from cryptocurrency trading, starting as soon as the second quarter, analysts at Bernstein and Piper Sandler said this week.
China's Moonshot AI eyes $50 billion valuation, Hong Kong IPO after Kimi K3 breakthrough - July 2026
Moonshot is preparing to begin discussions in August for a final round of fundraising before a Hong Kong initial public offering, targeting a valuation of as much as $50 billion, according to a report from Bloomberg News.
Market Rumor - KKR, AEW Seek to Sell China Property Assets as Slump Lingers
KKR & Co. and AEW Capital Management LP face potential losses as they seek to offload commercial real estate holdings in China, the latest global investors to sell assets during the country’s prolonged property downturn.
Market Rumor - China Broadens Market Rescue With Record Inflows Into Tech ETF
China is stepping up efforts to stabilize its stock market, mobilizing a range of state-linked institutions to stem a tech-driven selloff.
Oracle Credit Risk Hits Near 18-Year High on AI Spending Concerns
The cost of protecting Oracle Corp.’s debt against default reached a fresh multi-year high on Monday while its existing bonds sold off, as doubts grew over whether the company’s massive investments in artificial intelligence will pay off.
Market Rumor - Hong Kong Considers Longer Stock Trading Hours, Ending Lunch Break
Hong Kong’s stock exchange is considering an extension of equity trading hours to align with most global markets, including a proposal to eliminate the lunch break, according to people familiar with the matter.
Big Tech Faces Growing Pressure to Justify Its AI Spending
After last week’s wipeout in chips and the broader selloff in technology stocks, pressure is building for the biggest spenders on artificial intelligence to justify their expenditures to beleaguered traders with increasingly itchy fingers hovering over their sell buttons.
EM Stocks Headed For Weekly Loss on Tech Selloff, Rising Crude
Bloomberg: July 17, 2026, Emerging-market equities fell for a second day and are headed for a weekly decline as concerns over stretched AI valuations dragged technology shares lower, triggering a selloff across Asia.
