IPO Calendar

The AI race is starting to look less like a software land grab and more like an arms market where both sides have suddenly realised they may be exporting too much of the ammunition.Takeaways• Beijing...

Takeaways Samsung’s numbers were exceptional; the selloff shows the market wanted exceptional plus another upside surprise. The key shift is from strong AI demand to whether AI demand can keep...

But when layoffs start appearing alongside rising AI budgets, investors naturally begin to ask whether management is funding the dream by shrinking the present. Takeaways The semiconductor rebound...

Memory-related stocks like SanDisk (SNDK) and Seagate Technology (STX) improved this week, which demonstrates that every dip is a buying opportunity in fundamentally superior stocks.  The other reason...

Key HighlightsThe FTSE 100 dipped on Monday as losses in precious metal miners offset gains in financials, with investors digesting several merger and acquisition announcements. Japan’s Topix...

SK Hynix (NASDAQ:SKHY) is asking investors to make room for another $29.4 billion worth of seats.Takeaways SK Hynix’s ADR is a vote of confidence in AI memory demand, but also a major test of whether...

It’s July, which means we’re in the heart of dance competition season. As a result, I’ll once again be traveling with my family to another obscure location for Nationals. While...

There is a moment in every boom when the music is still playing, the lights are still flashing, and someone finally notices that the bar tab has been left on the table. Takeaways The AI land grab is...

The Trump administration may be preparing to take a more direct position in the AI boom The political logic is not hard to see. AI companies are raising enormous sums, consuming increasing amounts of...

OpenAI has reportedly filed confidentially for a US IPO. Here is the latest on its valuation, leaked financials, Microsoft relationship, ownership structure and potential listing timing. OpenAI, the...