DeFi Reality: Capital Extraction Amid AI Hype and Centralized Control
DeFi total value locked has declined, yet stablecoin lending protocols attract capital.
SK Hynix Capital Raise Fuels AI Semiconductor Growth
The semiconductor industry is experiencing a robust investment cycle driven by AI infrastructure.
Market Disconnect: Fed, Inflation, AI Spending, Cash Flow Reality
Anemic job growth and accelerating inflation persist, challenging market expectations for Fed rate cuts.
Seoul Trading Bottleneck: Chip Giants, Leveraged ETFs Amplify Risk
South Korea's market sees over 70% of trading in two chipmakers and related leveraged ETFs.
Momenta Global's Autonomous AI: The Challenging Road to Positive Cash
Momenta Global targets 2028 profitability with its ADAS and Robotaxi strategy.
AI Valuations Soar: A Historical Look at Tech Market Manias
Venture capital firms like Kleiner Perkins are pouring billions into AI startups, driving valuations to unprecedented levels.
AI Boom Risks, Fiscal Stress, Cash Flow Value
The Bank for International Settlements warns of AI investment risks amid tight credit markets.
Big Tech's AI Debt Binge: Equity Sales Surge
Hyperscalers are burning cash at an alarming rate, pushing free cash flow to historic lows.
Thai AI Mania: Echoes of Dot-Com Bubble
Thailand's stock market is experiencing an AI-driven surge, with some valuations reaching speculative levels.
SpaceX IPO Sparks ETF Arbitrage, AI Cash Burn
SpaceX's IPO triggered unusual ETF arbitrage flows, revealing market inefficiencies.