MiniMax: the lockup crash, then 2.2 billion HKD in 48 hours
The MiniMax action drops 24% at the unlock, then raises 2.2 billion HKD in two days. The market learns to distinguish between an AI platform and an AI product.
Jul 11, 2026 at 10:44 8 7
AI funding spree shows signs of strain: SpaceX sell-off, rising borrowing costs, and the first cracks in the stack
The AI funding machine is still running—but Nikkei Asia documents the first visible pressure points: higher borrowing costs for AI companies, the SpaceX secondary sell-off, and institutional investors recalibrating risk.
Aug 8, 2026 at 09:57 11 13
AI Stock Rout: Situational Awareness Down 67% in July - The Market Reprices the Timeline
A closely-watched AI-focused investment vehicle dropped 67% in July 2026. A single-month drawdown of that magnitude is not volatility—it's a repricing event. The market revised its estimate of when AI capability translates into revenue capture, and the revision was brutal. The underlying technology hasn't failed. The timeline assumption has been adjusted.
Aug 25, 2026 at 16:23 6 9
Chery's robotics unit lines up an IPO - carmakers become the industrial layer of Chinese robotics
Chinese automaker Chery is preparing to spin its robotics unit out for a public listing. Following Unitree and Alibaba/JD.com's robot maker, three Chinese robotics IPOs in one quarter marks a phase change.
Aug 19, 2026 at 22:31 12 16
Bruce Schneier: If markets reject OpenAI and Anthropic, the US should nationalize them
The security researcher argues that frontier AI labs—too big to fail, too critical to ignore—may need to become public infrastructure if private capital walks away.
Aug 14, 2026 at 18:59 11 9
Hyperscalers' natural gas bet may become their next stranded asset
New long-range energy forecasts suggest data center operators who locked in gas infrastructure are now exposed to the same demand-collapse risk as legacy fossil fuel investors.
Aug 14, 2026 at 18:57 3 5
Nvidia's $500B GPU recycling plan: brilliant vendor economics, real systemic risk
Nvidia is reportedly planning a $500 billion program to vendor-finance data center deployments using older-generation GPUs—converting stranded inventory into recurring revenue while deepening the AI industry's structural debt dependency.
Aug 13, 2026 at 20:42 13 11
Anthropic targets a $2 trillion IPO valuation - what the number actually means
Investment banking discussions reportedly value Anthropic at up to $2 trillion ahead of a potential IPO—a figure that rewrites what an AI-native company can claim to be worth before it's ever traded publicly.
Aug 13, 2026 at 20:42 13 12
India's markets regulator is using AI to monitor social media for stock fraud—with a mixed history to learn from.
SEBI has deployed AI-based social media surveillance for market manipulation. India has tried this before. Detection is the easy part - prosecution speed is where the system breaks down.
Aug 10, 2026 at 16:30 15 12
Unitree opens subscriptions for its IPO at $904M - physical robotics goes public
The most visible Chinese manufacturer of quadruped and humanoid robots on the market is opening subscriptions. Embodied robotics transitions from R&D to the public market.
Aug 10, 2026 at 16:29 5 5
Beyond chatbots, two emerging AI races are underway—and they’re not being fought on the same turf
The AI landscape of 2026 is no longer a single pack. Two parallel dynamics are competing with different victory criteria—and conflating them distorts the analysis.
Aug 10, 2026 at 16:29 6 6
DeepSeek signals significant API price increases - the era of pricing below cost is ending
DeepSeek has posted notice of significant forthcoming API price increases on its pricing page. The company that commoditized frontier inference is now signaling the subsidy window is closing.
Aug 6, 2026 at 11:01 7 8