Situational Awareness drops 67% in a month: the trial of the true believers
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
yesterday 17 20
CXMT surges 500% on debut, tops Intel's market cap - Chinese memory reprices at cycle peak
Chinese memory maker CXMT jumped 471-500% on its Shanghai listing and - for a moment - its market cap surpassed Intel's. The market's message: HBM/DRAM is where the AI dollars land next.
Jul 27, 2026 at 10:16 6 6
Nvidia takes 4.5% of Naver for $1B - Korea's AI supercycle hits the equity book
Naver shares jumped 10% after Nvidia disclosed a $1 billion equity investment - a 4.5% stake priced at 204,500 won per share. The AI supercycle now owns a seat on Korea's largest internet company.
Jul 27, 2026 at 10:16 10 10
CXMT aims for $860 million in Shanghai: Chinese memory goes public
The IPO of Chinese DRAM champion validates the thesis of a rising compute sovereignty that builds its own stack - then turns to the domestic capital market to finance the HBM race.
Jul 24, 2026 at 09:33 12 8
Reddit falls on the stock market following a report on restricting data access to Google AI
Reddit's stock drops after a report suggests potential restrictions on Google AI's access to its data - the data contract becomes the central issue in its valuation.
Jul 23, 2026 at 07:42 14 13
Moonshot AI targets an IPO in Hong Kong: Kimi K3 makes a splash in the markets
Moonshot AI, publisher of Kimi K3, is preparing for its IPO in Hong Kong. The frontier bet moves to the liquidity stage.
Jul 20, 2026 at 11:40 10 11
The Apple complaint becomes a concrete threat to OpenAI's IPO
Three aligned publications on July 17 - TechCrunch, The Verge, Vergecast podcast - turn the App Store dispute into a scheduling risk for OpenAI's IPO.
Jul 17, 2026 at 22:03 24 8
Kioxia -16%, SoftBank in retreat: the Asian AI complex prices a deleveraging
Deleveraging AI in Asia: Kioxia drops 16%, SoftBank slides. The repricing of AI risk begins to show in the prices.
Jul 17, 2026 at 09:21 20 10