China to Allow Top AI Firms to Buy Nvidia H200 Chips
China is planning to allow the country's leading AI companies to purchase a limited number of Nvidia's H200 AI chips, according to The Information, citing two people with direct knowledge of the matter.
The Bonds Hidden Inside Prediction Markets
Prediction markets start as probability markets. Near certainty, some of them quietly become more like bond markets.
Insight of the Rebuild: Venezuela’s Economic Recovery vs. Global Capital Constraints
Why people focus on a V-shaped Venezuelan oil recovery are mispricing global liquidity, crowding-out effects, and Big Tech’s capital monopoly.
US Military Launches Strikes on Iran for Second Straight Day
The US military struck Iran for the second straight day, an escalation of violence that threatens efforts to reach a permanent peace deal.
SK Hynix US Offering Is More Than Seven Times Oversubscribed
SK Hynix Inc.'s US listing is more than seven times oversubscribed, according to people familiar with the matter, as the South Korean memory chipmaker prepares to price its offering Thursday.
The Compute Gold Rush: What Meta's Bet Reveals About the Future of AI Compute Demand
Reading the trajectory of AI infrastructure demand through the industry's purest and riskiest case study - forming consensus of your own.
Federal Reserve Fed officials were split on direction of interest rates at last meeting, minutes show
Fed policymakers were split on the future of interest rates at their June meeting, with officials offering competing cases for hikes or cuts, according to minutes released Wednesday.
US Strikes Iran and Blocks Oil Sales in New Test of Truce
US President Donald Trump said his tentative ceasefire with Iran is done, raising the prospect of a renewed military conflict between the two countries, bringing fresh volatility to energy markets and tested an already fragile peace agreement between Washington and Tehran.
$1.7 Trillion in Factories, 75,000 Fewer Jobs: What the Market Is Missing on Reshoring
Manufacturing investment is at record highs, but hiring isn't following. A look at the ISM, BLS, and robotics data behind reshoring's real jobs story.
Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
The BoE Eased Leverage Rules — But Not With the Gilt Exemption Banks Wanted
Hours before the Bank of England(BoE) published its July Financial Stability Report, we framed the leverage rule debate around three possible outcomes. Will the BoE Loosen Bank Leverage Rules to Support the Gilt Market?The Bank of England(BoE) is going to publish its July Financial Stability Report at
The Streaming Crown Is Up for Grabs — and Bad Bunny Is the One to Beat
On Polymarket, a contract predicting Spotify's most-streamed global artist of 2026 has drawn $1.38 million in trading volume. The current odds paint a picture that would have seemed unlikely just a few years ago: Bad Bunny leads at 77%, Drake sits at 8.9%, Taylor Swift
