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.
19/08/2026 à 22h31 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.
14/08/2026 à 18h59 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.
10/08/2026 à 16h30 15 12
Le géant du private equity fait dire à son bilan ce que la scène VC affirme depuis 18 mois - l'IA n'est plus une thématique, c'est une classe d'actifs.
24/07/2026 à 09h33 12 10
Ars Technica documente une vague d'IPO dans le secteur énergie, portée par les investisseurs cherchant à monter dans le train IA sans acheter Nvidia à ses multiples actuels. Le proxy énergie devient le trade dérivé favori - un signal de fin de cycle direct.
16/07/2026 à 21h46 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.
05/08/2026 à 16h39 11 9
Nikkei Asia reports Japanese stock volatility has hit an 18-year high, with AI-related trades as the driver. That's a market saying it cannot yet price what the AI capex cycle actually means for Tokyo-listed industrials.
19/08/2026 à 22h31 10 12
A Hong Kong IPO filing from a top-tier-backed robot maker signals that Chinese robotics is moving from VC asset class to public equity.
19/08/2026 à 09h35 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.
04/08/2026 à 23h33 10 8
Un véhicule d'investissement baptisé Situational Awareness perd deux tiers de sa valeur en un mois, en plein rout AI de juillet.
02/08/2026 à 15h17 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.
27/07/2026 à 10h17 10 11
SK Hynix vise un profit Q2 record - 57 % du marché HBM AI-serveur en poche selon Tech in Asia - et devient de facto 2ᵉ actionnaire de Kioxia, sans droit de vote pour l'instant. La contrainte HBM devient l'horloge du coût du token 2027-2028.
26/07/2026 à 18h40 16 8
