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SpaceX’s Record-Breaking Nasdaq Debut: Inside the Largest IPO in History
On June 12, 2026, SpaceX priced its initial public offering at $135 a share and began trading on the Nasdaq...
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SpaceX’s Record-Breaking Nasdaq Debut: Inside the Largest IPO in History
On June 12, 2026, SpaceX priced its initial public offering at $135 a share and began trading on the Nasdaq under the ticker SPCX. The offering raised roughly $75 billion...
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Market Intelligence
Kevin Warsh’s First Fed Meeting Signals a New Era for Interest Rate Policy
On June 17, 2026, the Federal Reserve concluded its first policy meeting under new Chair Kevin...
Anthropic’s Claude Fable 5 Launch — and a Fast Lesson in AI Export Policy
On June 9, 2026, Anthropic released Claude Fable 5 and Claude Mythos 5, the first models...
Arm Becomes a Chipmaker: Inside the AGI CPU Launch That Rattled the Server Market
On March 24, 2026, at an event in San Francisco, Arm Holdings unveiled the Arm AGI...
CES 2026 Recap: Foldables, Humanoid Robots, and “AI Everywhere”
CES 2026 ran January 6 through 9 in Las Vegas under the theme “AI Everywhere,” and...
FERC’s New Order Could Decide Whether the AI Data Center Boom Stays on Schedule
In mid-June 2026, the Federal Energy Regulatory Commission issued its first system-wide intervention aimed at clearing...
SoftBank’s €75 Billion France Bet Puts Sovereign AI Infrastructure on the Map
In early June 2026, SoftBank pledged up to €75 billion for a 5-gigawatt AI infrastructure project...
Samsung’s Earnings Miss Rattles AI Chip Stocks: A Reality Check for the Memory Supercycle
On July 7, 2026, Samsung Electronics reported earnings that fell short of the high bar investors...
SK Hynix’s $28 Billion Nasdaq Listing: The Memory Supercycle Goes Public
On July 6, 2026, South Korea's SK Hynix launched the formal marketing process for a U.S....
The UN Launches the AI for Good Global Commission — A First Attempt at Common Ground on AI
On July 1, 2026, the United Nations and the International Telecommunication Union launched the AI for...
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