Economics & Finance
A Fake Poll Became a Real Market Price
Prediction markets can aggregate information quickly. A fake LA mayoral poll showed why verifying that information is a different problem.
Maritime Insights — Hormuz Is Still Moving Oil, but at a Record Price
Hormuz crude is still moving, but at a much higher cost. Deep discounts are keeping cargoes profitable even as Iran expands tanker restrictions and VLCC earnings surge to a record $624,000 a day.
Silicon Bakery - What' behind Nvidia's alleged 15%+ Ai server price hike? A story of supply chain shortage, but what's your take on Ai trajectory?
According to multiple news reports, Nvidia has notified its largest customers — Microsoft, Google, and Oracle — of price increases exceeding 15% on Grace Blackwell and Vera Rubin systems shipping in early 2027.
Alibaba Taps Shareholders for $10.2 Billion to Accelerate Its AI Buildout
Alibaba raised $10.2bn through a discounted share sale to fund its AI buildout, as quarterly CapEx nears $10bn and AI cloud revenue growth accelerates.
AI Power - Li Ka-shing's CK Hutchison looking into AI computing power?
Li Ka-shing's CK Hutchison and Cheung Kong could be redirect HK$167.2 Billion from asset sales into AI Computing.
Marvell gives Google option to buy $12.2 billion stake in custom AI chip deal
Google is expanding its custom AI chip partnership with Marvell Technology in a deal that could generate up to $120 billion in revenue for Marvell through fiscal 2033.
Micro & Macro Compass - FOMC Minutes Reveal a Feedback Loop That Could Put Another Rate Hike Back on the Table
The Fed held rates while markets tightened around expectations of future hikes. July’s FOMC minutes show why this logic could ultimately force policymakers to hike.
Micro & Macro Compass - America Has A Duration Problem? How the AI Debt Boom Is Amplifying a Global Bond Selloff—and Testing the Dollar
America’s 30-year Treasury yield has reached its highest since 2007. This article explains how fiscal supply, global bond repricing and AI debt are lifting term premiums—and why Treasury buybacks have failed to stop the dollar from weakening.
Housing's Rate Problem Is Still Here, But the Cracks Aren't Everywhere
July housing starts plunged 12.4% while permits gained 5%. High rates are squeezing big-ticket, debt-dependent projects, but smaller jobs and Pro demand are keeping home improvement grounded.
Market Rumor - Samsung Electronics is reportedly finalizing a monumental shareholder return plan estimated to exceed KRW 100 trillion (Aug 20, 2026)
Breaking news, Samsung Electronics is reportedly finalizing a monumental shareholder return plan estimated to exceed KRW 100 trillion ($71–72 billion USD).Proving the confidence amid massive, AI-fueled recovery in the semiconductor and memory chip markets.
Silicon Bakery - Breaking news, SK Hynix likely to boost value-up with huge share buyback, so what to expect?
SK Hynix said on Wednesday (Aug 19, 2026) it would buy back and cancel 40 trillion won ($28.61 billion) worth of treasury shares and allocate more than 50 per cent of free cash flow generated between 2025 and 2027 to boost shareholder returns, according to multiple news sources.
Unitree Robotics Surges 629% After $904 Million Shanghai IPO, Puts Humanoid Robots in Focus
Unitree Robotics surged 629% in its Shanghai trading debut after raising 6.1 billion yuan ($904 million) in an initial public offering, becoming the first publicly traded humanoid robot maker in mainland China.
