Economics & Finance
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.
The Gulf-LatAm Corridor: Securing the Physical Transition
As the global economy shifts from an era of frictionless digital expansion to one governed by absolute thermodynamic and geological limits, the foundational premises of long-duration capital allocation are fracturing....
The Sovereign AI Power Grab: Monetizing the Physical Bottleneck
By silently securing baseload power generation and controlling the physical bottlenecks of the grid, sovereign capital is transitioning from a passive investor in technology to the ultimate price-setter of the computational era.
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
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.
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
Breaking News - SpaceX moves its first post-IPO Starship launch attempt to Thursday July 23, 2026
SpaceX is targeting Thursday, July 23, 2026, for another attempt to launch its Starship rocket, the company said in a statement on Sunday.
Kalshi's Files Contracts for Airport Flight Cancellation Rate
Kalshi’s airport flight cancellation contracts reduce manipulation risk, but basis risk makes them a weak hedge for any one traveler.
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.
AI start-up Moonshot launches largest Chinese AI model
Chinese AI start-up Moonshot has released a large language model with capabilities approaching those of frontier US labs such as Anthropic, as the gap narrows between the two countries on state-of-the-art AI.
Silicon Bakery - Memory Chips: Peak Cycle, or Just Peak Acceleration?
AI demand is keeping memory chips scarce and prices high. But with expectations already sky-high, the next leg of the trade may be much harder.
Embodied AI - 300 plus AI products set to make their global debuts at WAIC 2026 with strong focus on practical applications
In Shanghai, July 16, 2026, the final countdown to one of the world's largest artificial intelligence (AI) events has entered its last stage.
