News
Aviation Radar - AI Frenzy Fills Asian Airlines’ Cargo Bays With Semiconductors
Asian airlines are the latest beneficiaries of growing demand for AI servers and computer chips, creating a windfall that’s helping mitigate the surge in jet fuel costs.
Fly Me to The Moon - SpaceX Falls Below IPO Price as Short Bets Mount
SpaceX shares slumped to their lowest level since the rocket, satellite, and AI company went public, briefly falling below their initial public offering price, as investor fanfare quickly evaporated in the month since its trading debut.
Results Deep Dive - ASML Raises Full-Year Outlook as AI spending grows, 2Q2026
ASML delivered a strong set of results for the second quarter of 2026, showing that the AI investment cycle is creating demand across several parts of the semiconductor industry.
Breaking News - US CPI Falls for the First Time Since 2020
US consumer prices declined in June for the first time in six years and a key gauge of underlying inflation was little changed, taking some pressure off the Federal Reserve to raise interest rates.
Global Chokepoint - Trump Drops 20% Fee for Hormuz Cargo After Gulf Pressure
President Donald Trump backed away from his plan to impose a 20% charge on cargo shipments through the Strait of Hormuz after US allies in the Gulf urged him to drop it.
Market Rumor - will Samsung think about potential US Share sale?
According to Bloomberg (July 14, 2026), Samsung Electronics Co. is in the early stages of exploring a potential offering of American depositary receipts, according to people familiar with the matter.
Intel announces $5.7 billion AI-driven capital investment in Ireland
According to Intel's official announcement: LEIXLIP, Ireland, July 13, 2026 —Intel today announced a €5 billion ($5.7 billion) capital investment at its Leixlip campus in Ireland, marking the next phase in the site’s capacity expansion.
Energy Matrix - China's Green Exports Gain Momentum as Global Energy Transition Accelerates
China's exports of green technology products continued to accelerate in the first half of the year, driven by the accelerating global energy transition.
Macro & Micro Compass - Fed Rate-Hike Bets Mount Before Inflation Data, Warsh Testimony
Bond traders ramped up bets that the Federal Reserve will raise interest rates later this month, ahead of a closely watched US inflation report and remarks from Fed Chair Kevin Warsh.
Samsung Heavy targets 2028 for first floating AI data center
Samsung is reportedly planning to launch its floating data centers in the second quarter of 2028.
OpenAI, Meta, SpaceXAI Compete for More Cost-Efficient AI Models
Three prominent artificial intelligence developers released new models over the past week. They all promise to be more advanced, but their biggest immediate selling point may not be what they can do but how little they charge to do it.
Behind the ‘Supergirl’ Bomb: Competing Cuts, Creative Differences (Exclusive)
Usually, test scores go up, up, and away. But this March, the scores for Supergirl actually went down when DC Studios held a bakeoff, testing competing cuts from filmmaker Craig Gillespie and from the studio, run by James Gunn and Peter Safran. It was a moment of extreme disappointment for
