Category: Markets
Market analysis at the intersection of technology, capital flows, valuations, public equities and private funding.
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Vietnam’s First Quantum Computer Is a Test Case for Tech Sovereignty
Quandela and Quanova are bringing Vietnam its first quantum computer, a deal that shows how quantum access is becoming a national strategy.
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The $389 Million Bet on the Power Chips Behind AI
The US is putting $389 million into power semiconductors and critical materials. Here’s why the chips behind AI matter as much as the GPUs everyone talks about.
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Xbox’s Pay-Per-Hour Streaming Plan Is a Test for All of Us
Xbox wants to charge 24 to 40 cents per hour to stream games you already bought. Here’s what that means for digital ownership and cloud gaming’s future.
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UK Taxman Confronts the Problem of AI Tax Advice
HMRC is moving to tackle rogue AI-generated tax advice as chatbots spread misinformation. Here’s why the UK taxman’s scrutiny matters for AI users.
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The Real Chip Boom Is Happening in Cars and Factories
The chip market forecast to 2035 hinges on electrification and automation, not just AI data centers. Here’s why power and industrial silicon matter.
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The Silicon Tollbooth: Why Chip Stocks Depend on One Firm
A Dutch machinery maker’s Georgia expansion shows why chip stocks hinge on ASML and TSMC, the quiet tollbooths of the AI boom.
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Tepper’s 31% AI Bet Shows Where Smart Money Is Going
David Tepper’s Appaloosa has 31% of its portfolio in two AI stocks, a sign of how concentrated big money bets on artificial intelligence have become.
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Universal Quantum’s $100M Raise Tests the Trapped-Ion Faithful
Universal Quantum’s $100M raise puts trapped-ion quantum computing back in the spotlight as investors weigh hardware bets against AI’s gravitational pull.
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MintNeuro’s $5M Bet: Shrinking Neural Chips for Implants
MintNeuro raised $5M to scale its chip platform for neural devices, betting compact, low-power silicon can make brain implants practical and affordable.
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SoftBank’s Security Play Is Really a Robotics Bet
SoftBank’s reported interest in Allied Universal shows how AI and robotics are converging on physical security, and why the guard industry is the next automation frontier.