Insights
25 articles in the archive
Samsung Just Promised $79 Billion. Why Did Investors Sell?
August 27, 2026 · Current Events · Sean Zheng
On August 24, Samsung Electronics shares fell 8.7% after the company announced a record shareholder-return plan worth as much as 110 trillion won, or roughly $79 billion. The plan is five times bigger than Samsung's previous all-time high…
July Market Recap
August 2, 2026 · Monthly Recap · Sean Zheng
Amazon's $220 Billion AI Bet Is Paying Off. But How Long Can It Last? Amazon’s Q2 results demonstrated that billions of dollars invested in artificial intelligence paid off. They drove the company’s revenue increase by 37% to $42.2…
Amazon's $220 Billion AI Bet Is Paying Off. But How Long Can It Last?
August 1, 2026 · Current Events · Sean Zheng
On July 30, Amazon’s shares gained sharply after the company reported powerful second-quarter earnings and profits, rising more than 15 percent in Friday’s trading session. The broader technology sector gained ground as the company posted…
Chokepoint: Specialty Isotopes
July 23, 2026 · The Stack · Victor Chen
As with most advanced technologies, the raw materials behind the quantum computing industry are rare, expensive, and a potential bottleneck at the very top of the quantum supply chain. Raw elements like helium-3 for cooling; silicon-28…
SpaceX’s Rocket Didn’t Launch. Its Stock Took the Hit.
July 17, 2026 · Current Events · Sean Zheng
On July 16, 2026, SpaceX aborted the 13th integrated test flight of its Starship launch system at Starbase, Texas. After four of the Super Heavy booster’s 33 Raptor engines shut down during the final countdown, the automated launch system…
Chokepoint: Cryo-CMOS
July 15, 2026 · The Stack · Victor Chen
The electronics that generate the control pulses which manipulate qubits and read their state back out rely on cryo-CMOS (Cryogenic Complementary Metal-Oxide-Semiconductor) for expansion. Traditional room-temperature set-ups often require…
Chokepoint: Quantum Computers
July 8, 2026 · The Stack · Victor Chen
The Layer
The Stack: Quantum Computing
July 3, 2026 · The Stack · Victor Chen
On June 4th, Quantinuum IPO on NASDAQ, bringing attention back to the quantum computing market, one which has laid dormant for nearly a year following an introduction to the public scene in mid-2025. Quantinuum managed to raise 1.68B, and…
South Korea Bets $590 Billion on AI. Will It Pay Off?
July 1, 2026 · Current Events · Sean Zheng
On June 29, the South Korean government unveiled a roughly ₩800 trillion ($576–590 billion) industrial investment commitment, led by Samsung Electronics and SK Hynix, representing one of the largest industrial commitments in modern…
June Market Recap
June 30, 2026 · Monthly Recap · Jennifer Liu
1. NVIDIA's $25 Billion Bond Offering
NVIDIA's $25 Billion Bond Signals the Next Phase of the AI Investment Boom
June 22, 2026 · Sean Zheng
On June 15, NVIDIA announced its first corporate bond offering since 2021 with an initial target of $20 billion. Due to huge interest from investors, NVIDIA on June 17 increased the offering to $25 billion after investor orders reportedly…
Walsh Is In... and The Meeting Is In..teresting
June 22, 2026 · Current Events · Jennifer Liu
On June 17, 2026, the Federal Open Market Committee held its first meeting under new Chair Kevin Warsh and voted 12-0 to keep the federal funds rate at a target range of 3.50% to 3.75%, the fourth consecutive meeting without a change. The…
May Market Recap
June 1, 2026 · Monthly Recap · Victor Chen
1. Hantavirus headlines news articles. Will this be a COVID 2.0?
Blue Origin Blows Up. Rocket Science is Hard. But is that a bad thing?
May 31, 2026 · Current Events · Victor Chen
On May 28, Blue Origin rocket New Glenn blew up during a hotfire test. A fireball destroyed the launchpad at the Cape Canaveral Space Force Station as the rocket started its planned testing. Glenn's seven methane-fueled BE-4 first stage…
Hantavirus headlines news articles. Will this be a COVID 2.0?
May 26, 2026 · Current Events · Victor Chen
On May 2, the WHO flagged a hantavirus outbreak after passengers caught the virus aboard a cruise ship, the MV Hondius, sailing from Argentina to Cabo Verde. During the trip, a 70-year-old Dutch man developed respiratory symptoms on the…
April Monthly Recap
May 2, 2026 · Monthly Recap · Victor Chen
SpaceX Files for the Biggest IPO in History. Who Actually Wins? On April 1, SpaceX filed a confidential S-1 targeting a $1.75 trillion to $2 trillion valuation and a raise of up to $75 billion, setting up the largest public offering ever…
The AI Trade Escapes Nvidia. Is Memory the Real Bottleneck?
April 30, 2026 · Current Events · Victor Chen
April was the month the AI trade stopped being a single stock. Across the month, Micron rose more than 50%, AMD more than 70%, and Qualcomm nearly 40%, while Alphabet added roughly 34% on cloud and advertising strength. The semiconductor…
Powell Out, Warsh In. Is the Fed Still Independent?
April 23, 2026 · Current Events · Victor Chen
On April 21, 2026, Kevin Warsh testified before the Senate Banking Committee in his confirmation hearing to become the 17th chair of the Federal Reserve, succeeding Jerome Powell, whose term ends May 15. The hearing was combative.…
SpaceX Files for the Biggest IPO in History. Who Actually Wins?
April 4, 2026 · Current Events · Victor Chen
On April 1, 2026, SpaceX confidentially filed a draft S-1 registration statement with the SEC, confirmed within hours by Bloomberg, CNBC, Reuters, and the Wall Street Journal. The filing targets a valuation of $1.75 trillion to $2…
March Market Recap
April 2, 2026 · Monthly Recap · Victor Chen
US-Israel-Iran at War. Ayatollah is dead. Market is dead? The Middle East conflict escalated from tension into a full energy shock. Tanker traffic through the Strait of Hormuz, the waterway that carries roughly a fifth of the world's oil,…
Trump tariffs struck down by US Supreme Court. What’s next?
March 23, 2026 · Current Events · Victor Chen
On February 20, 2026, the U.S. Supreme Court struck down President Trump's "reciprocal" tariffs in a 6-3 ruling, deeming them an overreach of executive power under the International Emergency Economic Powers Act (IEEPA). In response,…
US, EU, and Japan move toward a plan to break Chinese dominance in Rare Earth Minerals
March 15, 2026 · Current Events · Victor Chen
On March 12, 2026, Bloomberg reported that the US, EU and Japan were working on a framework for a critical‑minerals trade agreement covering inputs for EVs, renewables and advanced electronics including key Rare Earths. The Office of the…
Feburary Market Recap
March 2, 2026 · Monthly Recap · Victor Chen
1. The US announced plans to collaborate with Mexico on critical mineral mining (Feb 4)
US-Israel-Iran at War. Ayatollah is dead. Market is dead?
March 1, 2026 · Current Events · Victor Chen
In the late hours local time of February 28th, 2026, Israel launched strikes against Iran setting off conflict in the gulf once again, under a joint operation with the US dubbed Operation Epic Fury. Reports started coming out by early…
January Market Recap
February 2, 2026 · Monthly Recap · Victor Chen
1. Venezuela and Greenland threats hurt US global credibility