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From "Answering Questions" to "Getting Work Done"
"Welcome to the AGI era"
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Can AI Financial Research Be Used Directly? A Hands-On Test of Ant Group's Ling Model on Framework, Computation, and Data Sources
AI can make financial research look polished, but what determines whether it's deliverable isn't how complete the framework is—it's whether every key number ca…
TSMC 2Q26: The Capex Raise Is the Real Signal
Higher capex and third-quarter guidance strengthen the AI demand signal, even as the N2 ramp weighs on near-term margins.
Memory Selloff: Why Deleveraging May Not Be Over
ADR liquidity, quant unwinds, and tighter Korean rules point to where the selloff stands—and what to watch next.
Five Signals Reframe the AI Compute Story
Meta's expansion, long-term accelerator commitments, and foundry capex reinforce demand and clarify the U.S.-listed beneficiaries.
The Memory Supercycle Across Global Markets
Rising investment, higher memory prices, and the HBM upgrade cycle are shifting the story from a cyclical rebound to capacity-driven earnings.
Three Forces Repricing U.S. Pharma
When regulation, dealmaking, and payer coverage shift together, the sector can move beyond isolated catalysts to a broader repricing.