Breaking News - Temasek Plans First Korea Stock-Market Investment With Samsung and SK Hynix
Temasek’s reported Korea move suggests sovereign capital is broadening its AI exposure from headline winners such as models and GPUs into the less glamorous but increasingly critical memory layer of the AI infrastructure stack.
Results Deep Dive - Lumentum Revenue Doubles And 1Q2027 Guidance Soars; All Concerns Lifted?
Lumentum delivered a broad Q4 FY2026 beat and issued Q1 guidance substantially above expectations, as AI-driven data-center demand lifted both optical components and systems revenue.
Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?
45 billion kWh of solar and wind power was curtailed in six months. Why does California still worry about blackouts?
Jacob Elordi in Talks to Star in Ari Aster’s ‘Scapegoat’ With Scarlett Johansson
Academy Award nominee Jacob Elordi is in talks to star in Ari Aster‘s next film, A24’s “Scapegoat,” which already boasts fellow Oscar nominee Scarlett Johansson leading the cast. The logline for the film is being kept under wraps, but there’s been plenty of early speculation about the
JAY-Z30: Where Does the Add-Show Wave Go Next?
Deal Overview Jay-Z is currently running a series of anniversary performances under the "JAY-Z30" banner, marking 30 years since the release of "Reasonable Doubt." The run kicked off in May at Philadelphia's Roots Picnic, before moving through New York, London, Paris, and
Miley Cyrus's Comeback Overview: How Credible Is Warner's Earnings Call Forecast? Deal Overview
Warner Music Group released its fiscal Q3 2026 earnings on August 5 and held an accompanying call, during which CEO Robert Kyncl said the company plans to release new music from a slate of artists "in the second half of 2026," including Miley Cyrus, alongside Alex Warren, sombr,
Maritime Insights - Is Global Shipping Rewriting Its Trade Routes? Behind: Gemini Cooperation’s Suez Return, China’s Arctic Expansion, MSC’s Barcelona Setback, and Taiwan Carriers’ Revenue Growth
Global shipping is shifting again as Gemini returns more services to Suez, China expands Arctic routes, MSC retreats from its Barcelona terminal bid, and Taiwan’s major carriers post stronger revenues amid elevated freight rates.
Breaking News - SK Hynix-Linked Vehicle Becomes Kioxia’s Top Shareholder
Kioxia Holdings said on August 11 that a Bain Capital investment vehicle linked to SK hynix has become its largest shareholder after former parent Toshiba further reduced its stake.
Market Rumor Follow Up - Jeff Bezos nears deal to buy stakes in Liverpool FC (Aug 10, 2026)?
Amazon founder Jeff Bezos closing in on a deal to buy a roughly one-third stake in Liverpool, according to Sky News; Liverpool's controlling shareholder Fenway Sports Group preparing announcement this week; consortium is led by Amit Bhatia, son-in-law of steel billionaire Lakshmi Mittal.
Silicon Bakery - How Intensified Will the AI Infra Race Be? Behind: Intel's Capital Raising, Nvidia's AI Funding Plan, Microsoft's Bet on Indigenous Chips And More...
The AI infrastructure race intensifies as Intel raises capital, Nvidia builds a massive financing ecosystem, and Microsoft advances custom AI chips. Together, they signal a shift toward a broader AI supply chain powered by chips, capital, and scalable compute infrastructure.
Breaking News - Micron's KeyBanc 2026 Takeaway: AI Boom Is Driving DRAM Shortage Beyond 2027
Micron Technology warned that the AI boom is creating a structural shortage in memory chips, with DRAM emerging as a critical bottleneck for AI infra expansion. The company expects supply constraints to continue beyond 2027.
As Hollywood Frantically Searches for Next ‘Obsession,’ ‘Backrooms,’ TIFF’s Midnight Madness Curator Has Vital Clues
After Kane Parsons’Backrooms and Curry Barker’s Obsession made box office history, Midnight Madness programmer Peter Kuplowsky has his own collection of Gen Z-fluent horror filmmakers competing to become Hollywood’s next horror film sensations for the major studios to fight over at the upcoming Toronto Film Festival.
