Economics & Finance
Nike Bonus Payouts to Fall Short of Target on Lackluster Results
Nike Inc. employees were told they would receive less than their target bonus amounts following a year of challenges that has eroded company performance, according to Bloomberg's report.
Volts to Intelligence - Meta’s AI Cloud Pivot: Monetization Strategy or Overbuild Signal?
Bloomberg (July 1) - Meta is reportedly developing a cloud infrastructure business that would sell access to AI computing power and models to outside customers. The plan could put Meta into a new competitive lane against cloud leaders such as Amazon Web Services, Microsoft Azure, and Google Cloud. The business would
AI Speedrun - Meta's Zuckerberg says AI agent tech progressing slower than expected
Zuckerberg’s AI Agent Reality Check: The Payoff Is Taking Longer
Macro & Micro Compass - June Jobs Miss: How Will It Affect the Interest Rate Cycle?
The June jobs report gave markets a softer labor signal than the headline unemployment rate suggests.
Commodity Desk - Lithium Rally Is No Longer Just About EVs, and the Market Hasn’t Fully Priced in Why
Lithium's rally already reflects a shift from EV to storage demand, but the market hasn't fully priced in what a widening 2026 supply deficit could mean next.
Rules & Mandates - Avoids Trump's July 4 Tariff Deadline: Why "De-Escalation" Is the Wrong Read
A look at what the EU-US tariff deal actually locks in, why markets are reading it as de-escalation, and why the underlying trade risk hasn't gone away for the companies caught in the middle.
Volts to Intelligence - Next AI Energy Trade: More Power VS More Value per Watt
Brief summary of "Why the world's biggest battery maker isn't worried about AI's energy demand" and extended analysis
Market Rumor - OpenAI proposes handing Trump administration 5% stake
According to FT, Sam Altman’s start-up in early talks for a public ownership deal as political pressure rises.
In Japan, A New Type of Prediction Market is Taking Advantages of the Loophole in Gambling Regulations
From the rapidly developing point based prediction applications in Japan, we can see the demand for event forecasting is spreading into Asia. The business model is rely on the loyalty points, regulatory arbitrage and advertising, which differs from the trading fee as commonly known. Will Japan formally regulate prediction markets
Breaking News - CMA CGM nears $1.4 billion deal for FedEx logistics unit, sources said
French container shipping group CMA CGM is nearing a deal to buy FedEx's third-party logistics business for $1.4 billion in cash.
Macro & Micro Compass - June NFP Report: Stability Is Priced In, But Is It Fully Supported by the Data?
Markets are pricing June NFP around 100,000-150,000 jobs, reflecting economist forecasts and recent labor data, as attention turns to how incoming prints align with current expectations.
Teach-in Series 7 - OEM/Brands
Where chips become products — and the demand that pulls the whole chain
