Fatimah Misbah Hussain

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.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Chamath Palihapitiya is taking the CEO job at AI coding startup 8090 Labs on a $135M Series A led by Salesforce Ventures. Why the SPAC-era investor is going operator.

CrowdStrike's 4-for-1 split starts trading July 2. Here's what the split changes, the Q1 beat behind it, and why CRWD still fell about 10%.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Broadcom reports Q2 FY2026 on June 3. AVGO investors need more than a beat: AI ASIC revenue, networking, VMware cash flow, and Alphabet AI capex matter.