Fatimah Misbah Hussain

Samsung's foundry share fell to 7.3% from 11.5% in a year, yet it raised advanced chip prices up to 15%, sooner and steeper than TSMC. What that signals.

AI agents logged 526 chip-material candidate rows representing 193 formulas. One BC4N deposition recipe passed an automated screen, not lab validation.

U.S. sanctions target Shelbit and Aban Tether over separate Iran-linked crypto risks after Dubai VARA’s earlier action against Shelbit General Trading.

X is replacing creator revenue sharing with Original Content Rewards, excluding reposts while keeping Premium-user impressions at the center of payouts.

Kalanick's Atoms raised $1.7B led by a16z, with no valuation disclosed — a bet that physical-AI profit belongs to whoever owns the kitchens, mines and trucks.

NAVER, NVIDIA and Brookfield are tripling Korea's AI factory to 200MW. The real story isn't the megawatts — it's the ~$10 billion capital stack behind sovereign AI.

Alphabet posted record Q2 2026 net income and its first negative free cash flow together. Why $44.9B of AI capex — not the profit — is the real story.

Black Forest Labs' FLUX 3 puts image, video, audio and robot-action prediction in one model — and holds the open weights back. Here's the market read.

Fireworks AI raised $1.505B at a $17.5B valuation. The number that matters is 95%: nearly all its tokens come from customer-specialized models, not raw open weights.

Moonshot AI's Kimi K3, the largest open-weight model ever, opens July 27. It's cheap per token but needs ~1.4TB resident — here's who can really run it.

Google shipped Gemini 3.6 Flash, 3.5 Flash-Lite, and a restricted 3.5 Flash Cyber model. Why the gated cybersecurity variant is the real signal in the release.

Palantir stock fell about 6% on July 22 as NHS scrutiny, an open-source tool, and valuation nerves converged. Why the real test is the August 3 earnings print.

LangChain now standardizes reasoning effort across OpenAI, xAI and Fireworks, but identical labels still hide different cost, latency and model behavior.

Replit says AI agents lifted same-cohort code output 2.9x. Its architecture looks credible, but the productivity case still needs a controlled cost test.

Strategy sold 4.82 million MSTR shares for $466.7 million, bought no bitcoin and lifted its USD reserve to $3 billion. What common holders should watch.

TCS plans a forward-deployed AI engineering team of up to 8,900 people, testing whether client-embedded delivery can turn AI skills into durable revenue.

SK Hynix ADRs start trading July 10 under ticker SKHY after a 7x-oversubscribed record listing — priced days after memory stocks entered a bear market.