Finance news

Zhipu soars and Minimax stumbles as China's AI stocks diverge

Pakistani gig workers' exports to hit record high but AI threats loom

JPMorganChase Center for Geopolitics: "Beyond the Benchmarks: A Systemic View of U.S.-China AI Competition"

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Miss Hong Kong stirs Cantonese debate, China cuts degrees in AI push: 5 weekend reads you missed

We have put together stories from our coverage last weekend to help you stay informed about news across Asia and beyond. If you would like to see more of our reporting, please consider subscribing. 5. How to say ‘tomato sauce’ in Cantonese? Miss Hong Kong hopeful sparks debate 2. Chinese team flags life-threatening weakness in Nasa’s Artemis programme 3. Hong Kong intern doctor released on bail, returns to hospital amid police probe 4. China’s universities cut 12,000 ‘obsolete’ degrees amid...

Data and AI-driven analysis 'the new oil' in mining, Deloitte adviser says

How to ensure you're not investing too wide as opposed to too deep?

How do you guys deal with the temptation to over-diversify? Or, better said, too invest too wide and not deep enough? Note, this is in reference to my individual investment account, not my roth or 401k. I get that it's generally safer to diversify, but I know that there are explosive gains to be made when you find your NVDA, SNDK, etc. and invest some decent capital into it. I want to be in quantum, photonics, space, software, AI, defense, etc., but I know that I'm likely leaving material gains

Silicon Valley’s AI Dreams Face a Blue-Collar Reality

Most discussions about artificial intelligence focus on chips, data centers, power plants, and electricity demand. Those are all important. But another bottleneck is beginning to emerge, and it may prove to be an underappreciated challenge. The AI boom needs electricians. It also needs line workers, substation technicians, grid engineers, mechanical contractors, welders, construction crews, and commissioning specialists. These are not jobs that can be filled instantly with a software update or a

Roast/review my portfolio. AI, Semis, Infra + ETFs. 40M, Europe. Rotate into Nasdaq?

Portfolio allocations as of June: Amazon 11.9% Broadcom 7.6% ServiceNow 1.2% Marvell 0.6% Gold (IGLD.DE) € 5.1% Google 9.2% Japan (IJPA) € 7.1% Korea (FLXK) € 7.0% Microsoft 7.7% NVIDIA 7.7% S&P500 (SXR8) € 23.7% Silver (XAD2) € 2.0% TSM 7.5% Micron 1.6% I'm now taking a longer view, like 5-10 years. For that, I'm looking at rotating 80% into Nasdaq, S&P, or even a total market ETF (Nasdaq is my current favorite). I do consider SOXX/SMH as well (but limited to 20%). I wonder about consolidating

Portfolio review - mid term AI exposure

I'm trying to build a short mid-term ( 3-5 years) ETF portfolio around what I see as the core enablers of the AI revolution, rather than investing only in AI software companies. The amount to be invested would be around 20k euros in lump sum with t212. My thesis is that AI growth will require massive investments in: Data centers (physical infrastructure) Semiconductors (compute power) Energy generation and distribution (the biggest bottleneck) Digital infrastructure and connectivity. Potentially

IPO: What the SpaceX IPO means for OpenAI and Anthropic

The space company's trillion-dollar valuation held on the first day of trading. The next IPOs could follow soon. It's all about speed, say experts.

SpaceX shows investors still want moonshots. The Fed may test that theory this week.

Higher interest rates could make the AI growth story that’s been powering the bull market harder to justify.

A year after Meta tapped Alexandr Wang to build a new AI model, Zuckerberg has to sell it

Mark Zuckerberg's mega spending spree began a year ago, when he lured Alexandr Wang to oversee a new AI strategy. The results so far are underwhelming.

German Lawyers' Day: The great uncertainty

While the legal profession in Freiburg is debating, Anthropic and Open AI have long been serious. Anyone who hesitates now will lose - and anyone who relies on AI without care risks more than just being left behind.

Hong Kong commercial landlords may bet on investment to curb tenant loss from AI: analysts

Hong Kong’s older office assets and their struggling landlords could face more challenges as the wider adoption of artificial intelligence (AI) by firms in the city leads companies to relocate to newer buildings that better support their requirements, according to real estate consultancy Knight Frank. AI is poised to usher in more changes in Hong Kong’s commercial office space, and landlords may have to act fast to either refurbish their assets or convert them for new uses, said Lee Elliott,...

Surge in AI-related court cases fuels calls for China to clarify its laws

The Chinese legal system is grappling with a surge of artificial intelligence cases, but experts have warned that the lack of a unified legislative framework is hampering efforts to tackle the problem. In a recent landmark case, a court in the eastern city of Hangzhou ruled against a tech company that had fired one of its workers after he refused to accept a demotion and pay cut, with the company telling him he could be replaced by AI. The worker had been employed by a fintech firm to evaluate..

Market Cap by 2030 for AI infra playes ??

Every article I read nowdays state that AI infrastructure demand is very strong and is going to continue until 2030. There are also articles around Physical AI, still in infancy stage, and that will enter mainstream somewhere in 2028-2029 and peak until 2035. I feel stocks like NVDA, MU, SNDK, NBIS all have had a good run but witht the demand commentry being fed all these should go way higher from here. At this pace all these AI infra players in 5 years should be 25-30 trn Market cap. Where is s

When to short SpaceX? Wait a while but it will probably plummet

My guess very far away around 2028. Goldman projects 322 billion in AI revenue by 2030, blah blah it’s not going to happen. Grok is a pile of shit that says Elon can drink piss better than any human in history (it actually said that). Why am I posting? SpaceX is overvalued, everyone knows that, everyone who bought it l knows that. Some think it will be undervalued, I don’t. Elon has a history of making lofty predictions then moving the goalposts but this never translates to a reduction in his we

Odds on Warsh/Fed meeting is the primary reason for Trump to sign the Iran agreement this weekend

Title. Listened to macro/econ podcasts on how vulnerable we are on the inflation / bond market front and Warsh about to lose the disinflation narrative with the Fed governors on cutting rates. Iran agreement gets at least a rates hold now and we can look for a cut later this year. A weaker bond market now will kill the non-AI investments and spends submitted by /u/Mental-At-ThirtyFive [link] [comments]

SpaceX, Anthropic, OpenAI: Silicon Valley is experiencing a new gold rush – and is paying a high price

SpaceX's IPO electrifies Silicon Valley and San Francisco. If Anthropic and OpenAI soon follow, the wave of money will hit a region that the AI ​​boom is already dividing.

AI: OpenAI is apparently being targeted by several US states

According to insiders, US authorities are investigating the ChatGPT developer. The focus is also on possible risks for minors. The timing is sensitive for the company.

The math isn't mathing on the SpaceX IPO

Everyone is cheering the 19% pop like it proves something. It doesn't. Let's actually look. SpaceX closed today near a $2.1 TRILLION market cap. Their 2025 revenue? $18.7 billion. That's a price to sales ratio of about 112x. Not earnings, SALES. And they didn't even have earnings, they posted a $4.9 billion net loss for the year. For context, Apple trades around 9x sales. Nvidia at the absolute peak of AI mania was around 30x. SpaceX just IPO'd at nearly 4x that, while losing money. And it gets

Do China’s export curbs on tungsten threaten Japan’s AI chip supply chain?

Two major Japanese chemical manufacturers could halt production of a gas crucial to AI chipmaking starting next month, as supply tightens and prices surge amid Beijing’s export controls on tungsten. The price of tungsten hexafluoride has jumped more than 200 per cent year on year because of supply bottlenecks, coupled with rising chip demand, market data showed. The gas is a critical precursor in the semiconductor industry, where it is used to develop the microscopic connections inside advanced.

Artificial Intelligence: Anthropic blocks top AI model after government order

There has never been anything like this before: OpenAI rival Anthropic suddenly has to block access to its best AI model because the US government fears a security risk. A lot is still unclear.

Mega IPOs: Gold rush with dark sides

SpaceX's IPO is also electrifying Silicon Valley and San Francisco. If Anthropic and OpenAI soon follow, the wave of money will hit a region that the AI ​​boom is already dividing.

Is withZeta Driving a Re-Valuation of Lantern Pharma?

$LTRN What happens in June? Lantern Pharma has announced a dedicated June webcast focused on withZeta, its AI platform business. The most important question isn’t about the pipeline. It’s whether management starts presenting Lantern as more than a biotech company. Will we hear about: • Paying customers? • Subscription revenue? • Strategic partnerships? • A spin-off or independent entity for withZeta? • A roadmap to commercialize the platform? If withZeta is positioned as a standalone business, J

US blocks foreign access to Anthropic’s newest AI models over security risks

Washington has ordered Anthropic – a leading entity in America’s AI sector – to block all foreign nationals from accessing its latest models, Fable 5 and Mythos 5, citing national security concerns, according to the Silicon Valley-based firm. The unprecedented export-control measure – the first to target specific AI models – came just days after Anthropic released the models, underscoring Washington’s increasingly hands-on approach to regulating frontier artificial intelligence...

Which business would you buy?

I have a $20M acquisition fund. Which of these two tech companies would you buy? Hypothetical numbers: Option A: A mature B2B software company providing essential digital tools through a reliable subscription model. Revenue: $225,000 (growth 10.5% YoY) Net Profit: $67,000 Valuation: $800k Option B: A frontier tech firm building proprietary industry infrastructure and AI Revenue: $177,000 (growing 33% YoY) Net profit: $53,000 Valuation: $19M Which business would you buy? submitted by /u/Mnmlrun [

Chinese team builds first commercial ‘3-lane highway’ in optical fibre to boost capacity

China activated the world’s first three-band optical fibre communication system early this month, technology that its developers say could expand the carrying capacity of future AI networks. According to the project team, a single fibre can carry more than five times the traffic of conventional systems, while transmission capacity per core increases by nearly half. The project, completed in Qingdao in the eastern Chinese province of Shandong, was jointly developed by state-owned...

US Gov directive suspends access to Anthropic Fable 5 and Mythos 5

The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. https://www.anthropic.com/news/fable-mythos-access So if the gov is going to curtail access to better models how

Top House Republican’s family investment poised to benefit from SpaceX IPO

Republican Rep. Lisa McClain’s husband bought up to $250,000 in Elon Musk’s xAI before it was folded into SpaceX ahead of its IPO.