Browsing: analysis

Technology

Analysis: 10 Trump officials, including special envoy Steve Witkoff, reported holding stakes in SpaceX or xAI worth more than $9.9 million collectively, before SpaceX’s IPO (Bloomberg)

By Stacey D. WallsJune 3, 2026

Bloomberg: Analysis: 10 Trump officials, including special envoy Steve Witkoff, reported holding stakes in SpaceX or xAI collectively worth more…

Technology

Analysis based on the current valuations of OpenAI and Anthropic suggests that approximately $370 billion in philanthropic assets tied to the two AI companies are close to becoming liquid (Nan Ransohoff/Nan’s Substack)

By Stacey D. WallsMay 20, 2026

Featured Podcasts Training data: Rebuilding computing from the ground up for the AI era: Serval’s Jake Stauch Sequoia Capital partners…

Technology

Analysis: South Korea’s stock market overtakes Canada’s for seventh in the world, led by Samsung and SK Hynix, whose shares have more than doubled since the start of the year (Sangmi Cha/Bloomberg)

By Stacey D. WallsMay 7, 2026

Sangmi Cha / Bloomberg: Analysis: South Korea’s stock market overtakes Canada’s for seventh place in the world, driven by Samsung…

Technology

Analysis: Combined investments from Meta, Alphabet, Microsoft and Amazon hit a record $130 billion in the first quarter and are expected to reach $725 billion in 2026, up 77% from $410 billion in 2025 (Financial Times)

By Stacey D. WallsApril 30, 2026

Financial Times: Analysis: Combined investments from Meta, Alphabet, Microsoft and Amazon hit a record $130 billion in the first quarter…

Technology

Analysis: Nearly 90 schools and 600 students worldwide were affected by naked AI-generated deepfakes; North America has seen nearly 30 reported cases since 2023 (Matt Burgess/Wired)

By Stacey D. WallsApril 15, 2026

Matt Burgess / Wired: Analysis: Nearly 90 schools and 600 students worldwide were affected by naked AI-generated deepfakes; North America…

Technology

EU legislation allowing voluntary analysis of CSAM by technology and social media companies expired on April 3 after lawmakers failed to agree on the terms of an extension (Sam Clark/Politico)

By Stacey D. WallsApril 5, 2026

Featured Podcasts Big Tech Podcast: OpenAI buys TBPN, SpaceX’s IPO for $2 trillion? Iran Disables Amazon Infrastructure The Big Technology…

Technology

IBM shares fall more than 12% after Anthropic explains in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (Pia Singh/CNBC)

By Stacey D. WallsFebruary 23, 2026

Featured Podcasts Squeak: How Malwarebytes is protecting millions in the age of AI scams | Marcin Kleczynski Grit explores what…

Technology

Sources: TSMC plans to invest another $100 billion to build four additional U.S. manufacturing plants to ensure tariff-free chip sales; analysis: its Arizona site has land for four additional factories (Financial Times)

By Stacey D. WallsFebruary 14, 2026

Financial Times: Sources: TSMC plans to invest another $100 billion to build four additional U.S. manufacturing plants to ensure tariff-free…

Technology

Depthfirst, which provides native AI tools for codebase analysis, credential exposure protection, and more, raised a $40 million Series A round led by Accel Partners (Lucas Ropek/TechCrunch)

By Stacey D. WallsJanuary 14, 2026

Lucas Ropek/ TechCrunch: Depthfirst, which provides native AI tools for codebase analysis, credential exposure protection, and more, raised a $40…

Technology

Analysis: DeepSeek’s hedge fund parent High-Flyer saw average returns of 56.6% on its quant funds in 2025, increasing DeepSeek’s free cash flow potential (Bloomberg)

By Stacey D. WallsJanuary 14, 2026

Bloomberg: Analysis: High-Flyer, DeepSeek’s hedge fund parent company, saw average returns of 56.6% on its quant funds in 2025, increasing…

Hong Kong’s Victoria Park remains silent on anniversary of Tiananmen crackdown – Radio Free Asia

Lessons from the Strait of Hormuz, Malacca and the Baltic Sea – The Diplomat

EBRD cuts Kyrgyz GDP forecast due to sanctions concerns – The Diplomat

Families of Tiananmen victims barred from visiting graves on anniversary – Radio Free Asia

Kazakhstan, Russia move forward with $16.4 billion nuclear power plant project – The Diplomat

Macy’s (M) Q1 2026 Results

Sellers are listing homes at the fastest rate since 2020

CBS fires Scott Pelley amid ’60 Minutes’ leadership turmoil

Morgan Stanley to open its wealth management funnel to agents

Ulta Beauty (ULTA) First Quarter 2026 Results

Marco Rubio lied to Congress about Trump sleeping during meetings

Democrats will force vote to kill Trump’s slush fund and immunity program

Trump’s ballroom is dead and his battleships may be sunk

Massive defeat for Trump as his militarization fund dies

Democrats figured out how to kill Trump’s weapons fund

Filing: SpaceX aims to raise $75 billion in its IPO, selling 555.6 million shares at $135 each, which would value the company at about $1.77 billion (Bailey Lipschultz/Bloomberg)

Nearly 40% of Alphabet’s ~$85 billion planned AI stock offerings will be used to cover tax liabilities related to employee stock grants, amid the war for AI talent (Cory Weinberg/The Information)

Forage, a payment processor that helps retailers and food delivery companies accept EBT cards, raised a $40 million Series B led by Mouro Capital at a valuation of $225 million (Yuliya Chernova/Wall Street Journal)

Analysis: 10 Trump officials, including special envoy Steve Witkoff, reported holding stakes in SpaceX or xAI worth more than $9.9 million collectively, before SpaceX’s IPO (Bloomberg)

GitLab lays off 350 employees, or 14% of its workforce, as it evolves into an AI-driven enterprise software development platform and exits 22 countries (Dean Seal/Wall Street Journal)

Browsing: analysis

Analysis: 10 Trump officials, including special envoy Steve Witkoff, reported holding stakes in SpaceX or xAI worth more than $9.9 million collectively, before SpaceX’s IPO (Bloomberg)

Analysis based on the current valuations of OpenAI and Anthropic suggests that approximately $370 billion in philanthropic assets tied to the two AI companies are close to becoming liquid (Nan Ransohoff/Nan’s Substack)

Analysis: South Korea’s stock market overtakes Canada’s for seventh in the world, led by Samsung and SK Hynix, whose shares have more than doubled since the start of the year (Sangmi Cha/Bloomberg)

Analysis: Combined investments from Meta, Alphabet, Microsoft and Amazon hit a record $130 billion in the first quarter and are expected to reach $725 billion in 2026, up 77% from $410 billion in 2025 (Financial Times)

Analysis: Nearly 90 schools and 600 students worldwide were affected by naked AI-generated deepfakes; North America has seen nearly 30 reported cases since 2023 (Matt Burgess/Wired)

EU legislation allowing voluntary analysis of CSAM by technology and social media companies expired on April 3 after lawmakers failed to agree on the terms of an extension (Sam Clark/Politico)

IBM shares fall more than 12% after Anthropic explains in a blog post how Claude Code can automate the exploration and analysis phases of COBOL modernization (Pia Singh/CNBC)

Sources: TSMC plans to invest another $100 billion to build four additional U.S. manufacturing plants to ensure tariff-free chip sales; analysis: its Arizona site has land for four additional factories (Financial Times)

Depthfirst, which provides native AI tools for codebase analysis, credential exposure protection, and more, raised a $40 million Series A round led by Accel Partners (Lucas Ropek/TechCrunch)

Analysis: DeepSeek’s hedge fund parent High-Flyer saw average returns of 56.6% on its quant funds in 2025, increasing DeepSeek’s free cash flow potential (Bloomberg)