Economics & Finance
Volts to Intelligence - Meta to Build First Data Center in Canada, Expanding Global Fleet
Meta Platforms Inc. will invest around $10 billion to build its first data center in Canada as the company expands its infrastructure to support its artificial intelligence ambitions.
Silicon Bakery - Apple Expands Broadcom Partnership with $30 Billion U.S. Supply Chain Commitment
Apple announced it will expand its partnership with Broadcom through a more than US$30 billion commitment focused on strengthening its U.S. supply chain. As part of the initiative, Apple will also invest US$1.5 billion in Broadcom's manufacturing facility in Fort Collins, Colorado.
Defense & Aerospace Radar - US Defense Backlog Growth Looks Bullish. Manufacturing Capacity Says Otherwise
Defense contractors keep winning, but the industrial base keeps losing time. A look at the budget data and what the market isn't pricing in on defense.
Consumer Pulse - Sold Out, Soon Illegal: Inside China's AC Export Boom
Chinese air conditioners keep flying off European shelves, but the product driving this year's boom won't legally exist in Europe by 2029. Here’s what the market isn't pricing in on the China AC trade.
Arbitrage Traders Face Tougher Challenge With SK Hynix Than TSMC
Arbitrage desks looking to trade SK Hynix Inc.’s new American depository receipts are dusting off playbooks from Taiwan Semiconductor Manufacturing Co. But many say the comparison only goes so far.
Macro & Micro Compass - Japan’s borrowing costs soar to 30-year high on debt fears
Japan’s borrowing costs have climbed to their highest in 30 years as investors grow increasingly concerned about the country’s heavy debt burden, weakening yen and a $2.3 trillion long-term spending plan proposed by Prime Minister Sanae Takaichi.
Polymarket Is Back in the U.S. But the Bigger Story Is What Comes Next
For more than three years, Polymarket operated outside the U.S. after settling charges with the U.S. Commodity Futures Trading Commission (CFTC) in early 2022. It changed when Polymarket acquired CFTC-regulated exchange and clearinghouse QCX, giving it a legal pathway back into the American market. Since then, Polymarket
Breaking News - 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.
Rules & Mandates - 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.
Breaking News - 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.
Volts to Intelligence - 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.
