Technology
The AI Boom Is Widening America’s Trade Deficit. Is It Also Nuking GDP?
AI investment is booming, yet the latest U.S. trade numbers reveal a cost investors may be underestimating.
Fly Me to The Moon - China Lands Zhuque-3 Booster, Narrowing Reusable Rocket Gap With SpaceX
China successfully recovered an orbital-class rocket booster on land for the first time on Wednesday, marking a major milestone in its push to narrow the gap with SpaceX in reusable launch technology.
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.
Over The Weekend - The Other Side of the AI Boom: Jane Street’s $15bn Hit, Software Buyout & Higher Yields
Jane Street’s $15bn AI-linked hit, Silver Lake’s reported Workday talks and rising real yields show the AI boom entering a tougher phase—where crowded trades, SaaS disruption and higher capital costs collide.
Market Rumor - Will Tesla sells China business?July 31, 2026
Tesla weighs sale of China business to pave way for potential SpaceX merger, WSJ reports (July 31, 2026).
Breaking News - OpenAI cuts GPT-5.6 prices as cost sensitivity grows; will others follow?
OpenAI on Thursday announced it is slashing the price of two of its latest artificial intelligence models, GPT-5.6 Terra and GPT-5.6 Luna, roughly three weeks after their public release, according to the company and a CNBC report (July 30, 2026).
Results Review - Bloom Energy, record 2Q2026, "Without power, chips are just inventories"
Bloom Energy Shares Soar on Back of AI Power Demand post 2Q2026 results. "Without power, chips are just inventories". Could this company be the power-layer behind AI infrastructure?
Breaking News - Nvidia behind $50bn lease on Texas data center that will use its chips, media reports
Nvidia is reported to be behind another Ai infrastructure move, leasing $50 billion Texas data center that will uses Nvidia's chips.
AI Speedrun - The Smartest AI Model May Not Win
Developers across the US, China and other markets are pursuing different combinations of closed platforms, open weights, large-scale infrastructure and low-cost deployment. The result is a broader global contest over capability, cost, control and capital efficiency.
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.
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.
Breaking News - Stripe, Advent offer to buy PayPal for more than $53 billion, sources say
Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings Inc. for $60.50 per share, in a deal that would value the payments company at more than $53 billion, two people familiar with the matter said.
