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
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 10 9
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
The private equity giant is saying what the VC scene has been asserting for 18 months - AI is no longer a theme, it's an asset class.
Jul 24, 2026 at 09:33 12 10
Ars Technica documents a wave of IPOs in the energy sector, driven by investors looking to board the AI train without buying Nvidia at its current multiples. The energy proxy becomes the favorite derivative trade - a clear end-of-cycle signal.
Jul 16, 2026 at 21:46 6 8
Stratechery's Ben Thompson analyzes Q2 2026 earnings from Google and Amazon. His "Frontier Case": frontier model access creates compounding advantage that commodity AI cannot replicate. The earnings support it.
Aug 5, 2026 at 16:39 11 9
Nikkei Asia reports that Japanese stock volatility has reached an 18-year high, driven by AI-related trades. This reflects the market's struggle to price in the implications of the AI capital expenditure cycle for industrials listed in Tokyo.
Aug 19, 2026 at 22:31 10 12
A Hong Kong IPO filing from a top-tier-backed robotics manufacturer indicates that Chinese robotics is transitioning from a venture capital asset class to public equity.
Aug 19, 2026 at 09:35 12 14
Ken Griffin's team is the first major hedge fund to quantify the systemic exposure from AI infrastructure debt—and the number is large enough to matter for credit markets.
Aug 4, 2026 at 23:33 10 8
A Situational Awareness investment vehicle loses two-thirds of its value in a month during the July AI rout.
Aug 2, 2026 at 15:17 17 20
SK Hynix is guiding to a record Q2 profit driven by AI memory demand. The Korean memory oligopolist is now the cleanest single proxy on HBM pricing power.
Jul 27, 2026 at 10:17 10 11
SK Hynix aims for a record Q2 profit - 57% of the HBM AI-server market according to Tech in Asia - and becomes de facto the 2nd largest shareholder of Kioxia, without voting rights for now. The HBM constraint becomes the clock of the token cost 2027-2028.
Jul 26, 2026 at 18:40 16 8
