After the Hottest IPO Debut (Cerebras) of the Year, Will SpaceX Top Over It, and What Next?
Cerebras Systems’ explosive Nasdaq debut has propelled the chip designer into the $100 billion club, boosting AI infrastructure landscape yet again, as it pivots from hardware sales to a direct cloud offensive against titans like Google and Microsoft. With OpenAI once eyeing the company as a "secret weapon"
Cerebras IPO, US-China Talk Kick-Off in Seoul, Jensen Huang’s Last-Minute Invite, Alibaba/Tencent Results and more — Fueling another Rally or Forging a Rivalry?
AI is pivoting toward a "transactional infrastructure" phase, where the focus has shifted from general AI hype to the specific mechanics of deployment and trade. In the semiconductor space, capital is aggressively chasing inference-specialized hardware to solve the high-latency bottlenecks currently stalling real-time AI applications. Meanwhile, the upcoming
Strategy’s Potential BTC Sell-Off or Circle’s Stablecoin Takeover: Will Crypto Fly or Tank?
Is crypto market yet at another historical crossroads? Bitcoin treasury firm Strategy signals it might break the “never sell” approach to the flagship crypto BTC. Meanwhile, U.S. lawmakers are updating the rules of stablecoin adoption, which could be a net win for the sector. Reading between the lines, what
Judge bans Kalshi from offering sports-events contracts in Massachusetts in 30 days
A Massachusetts judge on Friday rejected a request by prediction-markets operator Kalshi to allow it to keep offering sports-events contracts in the state while it appeals an injunction that will lead to it being banned from operating there without a state gaming license in 30 days.Suffolk County Superior Court
