Topic
174 posts tagged “Markets”.
Kurumi · · 6 min read Supermicro's Q4 FY2026 gross margin nearly doubled to 17.6% and it booked $60B in new orders, sending shares up 15%. The numbers behind the SMCI rebound.
Kurumi · · 4 min read A credit rating is a letter-grade opinion on how likely a borrower is to repay debt, set by agencies like S&P, Moody's, and Fitch.
Kurumi · · 4 min read Arbitrage is profiting from a price gap for the same asset in different markets, buying low and selling high nearly simultaneously with minimal risk.
Chisato · · 6 min read AgiBot shipped ~8,400 humanoid robots in H1 2026 to take 44% of the global market, passing Unitree. China now makes 97% of all humanoids. The numbers explained.
Kurumi · · 6 min read Nvidia lined up $500B from BlackRock, Blackstone, Apollo, KKR, Brookfield and Goldman to finance AI compute — and to make chips an asset class.
Kurumi · · 4 min read A DRIP automatically reinvests cash dividends into more shares, often commission-free, compounding returns without a manual trade each time.
Kurumi · · 4 min read The PEG ratio divides a stock's P/E by its expected earnings growth rate, giving a quick read on whether a high multiple is actually justified.
Kurumi · · 6 min read TSMC reported record July revenue of NT$467.58 billion, up 44.7% year over year on AI chip demand. The numbers, the raised guidance, and what to watch.
Kurumi · · 4 min read A bond's coupon rate is fixed at issuance; yield to maturity reflects its current price and time to maturity. How the two diverge and why it matters.
Kurumi · · 4 min read Intel plans to raise $15B in a common-stock sale to fund AI silicon, advanced packaging and foundry expansion. The details, dilution math, and what to watch.
Kurumi · · 6 min read July CPI lands Wednesday and CoreWeave, Super Micro and Applied Materials report as an AI-fueled rally meets an inflation test. What to watch this week.
Kurumi · · 4 min read A target-date fund is a single fund that shifts from stocks to bonds automatically as a chosen year approaches, following a preset glide path.
Kurumi · · 5 min read UK startup OLIX raised $312M at a $3.3B valuation for its optical AI inference chips, backed by Arm and Reed Hastings. What the photonic bet means.
Kurumi · · 4 min read Diversification spreads money across uncorrelated holdings so no single loss sinks a portfolio — it cuts risk without necessarily cutting return.
Chisato · · 5 min read The Trump administration is drafting an FCC ban on Chinese optical transceivers for US data centers. Who wins, who loses, and what it means for AI.
Kurumi · · 4 min read Asset allocation is how a portfolio is split across stocks, bonds, and cash — the mix that drives most of a portfolio's long-run risk and return.
Kurumi · · 6 min read IonQ posted record Q2 2026 revenue of $80M, up 287%, and closed its $1.8B SkyWater acquisition — but a warrant charge drove a $1.87B net loss. The breakdown.
Kurumi · · 5 min read A rights offering lets existing shareholders buy new shares at a discount before anyone else, raising capital while giving current investors first refusal.
Kurumi · · 4 min read A golden parachute is a contract guaranteeing an executive a large payout if they're terminated after a merger or takeover, even without cause.
Kurumi · · 4 min read A bull market is a sustained rise in prices; a bear market is a sustained decline, conventionally defined as a 20% drop from a recent high.
Kurumi · · 6 min read Astera Labs posted record Q2 2026 revenue of $392.4M, up 104%, and guided Q3 far above estimates as Scorpio fabric switches ramp early. The numbers that matter.
Kurumi · · 6 min read Michael Burry disclosed short positions in Oracle and Nebius, warning that AI infrastructure leverage has pulled years of demand into one window. What to watch.
Kurumi · · 6 min read A surprise drop in July payrolls sent Wall Street to record highs on Aug 7, 2026, as rate-cut bets firmed and Atlassian surged 36% on earnings.
Kurumi · · 4 min read A callable bond lets the issuer repay the principal early, before maturity. It pays a higher yield than a comparable bond to compensate for that risk.
Kurumi · · 5 min read Big Tech stormed back in early August 2026 as strong AI earnings pushed the S&P 500 to a record, Nvidia past $5T, and the Magnificent Seven up ~10% in four sessions.
Kurumi · · 6 min read AppLovin stock fell about 20% after Q2 2026 revenue rose 53% but light Q3 guidance signaled slowing growth. Here's what the numbers and Axon rollout show.
Kurumi · · 6 min read SoftBank booked an $8.2B gain on Intel and posted a record net asset value, but profit fell 18% and shares slid as investors weighed its AI bets.
Kurumi · · 4 min read The price-to-book ratio compares a company's market price to its net asset value on the balance sheet, a classic value-investing screen. How it's calculated, and where it misleads.
Kurumi · · 5 min read The income statement, balance sheet, and cash flow statement each answer a different question about a company. How they connect and what each one shows.
Kurumi · · 5 min read SanDisk's fiscal Q4 2026 revenue jumped 372% to $8.97B with 84.6% gross margin as datacenter NAND booms. Here are the numbers, guidance, and what to watch.
Kurumi · · 5 min read Robinhood is listing Ventures Fund II (RVII) on the NYSE, giving retail investors access to 80 Y Combinator-linked startups — with a 2-and-20 fee catch.
Kurumi · · 4 min read Cost basis is what you paid for an investment, adjusted for fees and reinvested dividends — it's the number capital gains tax is calculated from.
Kurumi · · 5 min read Unitree priced China's first humanoid-robot IPO at 150.80 yuan a share, raising about $904M on Shanghai's STAR Market at a ~$9B valuation. The numbers explained.
Kurumi · · 4 min read Gross, operating, and net margin each strip out different costs to show profitability at a different layer of the income statement. Here's what each one isolates.
Kurumi · · 6 min read AMD posted record Q2 2026 revenue of $11.5B as data center sales more than doubled, and guided Q3 above estimates — yet the stock fell. The full breakdown.
Kurumi · · 6 min read SpaceX's first earnings since its June IPO showed Q2 revenue up 92% to $7.8B on Starlink strength, but $18.4B in capex sent shares down 8%. The breakdown.
Kurumi · · 4 min read The Rule of 72 estimates how many years it takes an investment to double: divide 72 by the annual return rate. How accurate it is, and its limits.
Kurumi · · 4 min read A stop-loss order automatically sells a security once it falls to a set trigger price, capping downside without watching the market all day.
Kurumi · · 6 min read Amazon became the fifth company ever to cross a $3 trillion market cap on August 3, 2026, powered by accelerating AWS cloud and AI demand. What drove it.
Chisato · · 7 min read Alibaba unveiled Qwen 3.8-Max, a 2.4-trillion-parameter model with a 1M-token context that it says beats Kimi K3 on several tests. Shares jumped up to 7%.
Kurumi · · 6 min read Palantir's Q2 2026 revenue jumped 93% to $1.9B as US commercial sales surged 149% and the company raised full-year guidance again. The full breakdown.
Kurumi · · 5 min read Buybacks and dividends both return cash to shareholders, but they differ in tax treatment, flexibility, and who benefits. How to compare the two.
Kurumi · · 6 min read Chinese VC firms are raising about $35 billion across 60-plus new dollar funds, the biggest wave since 2023, chasing AI, robotics and chip startups.
Kurumi · · 5 min read AMD reports Q2 2026 results on August 4. Analysts expect about $11.3B in revenue and $1.61 EPS, with the data center and MI450 ramp in focus. What to watch.
Kurumi · · 5 min read Tax-loss harvesting sells losing investments to offset capital gains and up to $3,000 of ordinary income each year, then reinvests the proceeds.
Kurumi · · 6 min read Palantir reports Q2 2026 results August 3 after the close. Consensus sees ~$1.81B revenue, up ~80%, as commercial overtakes government. What to watch.
Kurumi · · 4 min read A 10-K is a public company's audited annual report to the SEC; a 10-Q is its unaudited quarterly update. What each contains and when they're filed.
Kurumi · · 5 min read South Korea's July exports rose 62.8% to $98.89B, the second-highest ever, as chip shipments jumped 179% on AI memory demand, trade ministry data showed.
Kurumi · · 5 min read Qualcomm will raise Snapdragon chip prices by double digits on Sept. 1, 2026, blaming a memory cost surge. Here's the earnings context and the hit to phone buyers.
Kurumi · · 4 min read A secondary offering is new or existing stock sold to the public after a company's IPO — how it differs from an IPO, and why it can dilute shareholders.
Kurumi · · 4 min read A Dutch auction starts at a high price and descends until a buyer accepts — used in IPO pricing, treasury auctions, and some token sales.
Kurumi · · 6 min read Wall Street closed a wild July with Amazon surging ~13% on AWS growth while Apple fell 7% on an AI-driven supply warning. The AI trade, in one session.
Kurumi · · 4 min read Treasury bills are short-term government debt sold at a discount to face value, with the difference functioning as the interest paid to the holder.
Kurumi · · 4 min read A moving average smooths out price noise by averaging recent data points over a rolling window. How simple and exponential moving averages work.
Kurumi · · 4 min read Growth stocks are priced for future earnings expansion; value stocks trade below what their current fundamentals suggest. How to tell the two apart.
Kurumi · · 4 min read A margin call is a broker's demand for more cash or securities after a leveraged position loses value. How maintenance margin works and how it gets triggered.
Kurumi · · 5 min read TSMC is developing silicon-bridge packaging similar to Intel's EMIB with Kinsus, an alternative to sold-out CoWoS. Intel and AMD stocks jumped on the report.
Kurumi · · 5 min read Semiconductor stocks staged their biggest rally in 15 months on July 30, 2026 as Micron, AMD and Lam Research surged after Microsoft's cloud beat. Why.
Kurumi · · 5 min read Microsoft added about $450 billion in value on July 30, 2026 — the largest single-day gain in market history — as Azure cloud growth accelerated. What drove it.
Kurumi · · 5 min read Apple's fiscal Q3 2026 revenue hit a record $109.4B, up 16%, on strong iPhone sales. But weak guidance and a China miss sent shares lower after hours.
Kurumi · · 6 min read Amazon's Q2 2026 revenue crossed $200B for the first time as AWS grew 37%, its fastest in five years. Capex guidance rose to $220B. Full breakdown.
Kurumi · · 5 min read A poison pill lets shareholders buy discounted shares once an acquirer crosses an ownership threshold, diluting that stake to deter hostile takeovers.
Kurumi · · 6 min read Amazon reports Q2 2026 results July 30 after the close. AWS reacceleration, a fresh capex hike, and Trainium's ramp are what the market will judge.
Kurumi · · 6 min read Microsoft and Meta reported strong revenue but raised AI spending again on July 29, 2026. Azure topped $100B, Meta lifted capex to $145B, and both stocks wobbled.
Kurumi · · 6 min read South Korea's KOSPI triggered back-to-back circuit breakers and memory names shed 30% as the AI memory trade unwound — even with record earnings and rising prices.
Kurumi · · 5 min read A credit default swap is insurance against a bond issuer defaulting: the buyer pays a premium, the seller pays out if the underlying debt fails.
Kurumi · · 4 min read A covered call is an options strategy where you sell a call against stock you already own, collecting premium in exchange for capping your upside.
Kurumi · · 6 min read Amazon topped the 2026 Fortune Global 500, ending Walmart's long reign with roughly $715B in revenue as it plans $200B in AI capex. What the ranking signals.
Kurumi · · 5 min read Beta measures how much a stock moves relative to the overall market — above 1 means more volatile, below 1 means less. How it's calculated and its limits.
Kurumi · · 4 min read A stock warrant gives the holder the right to buy shares directly from the company at a set price before expiration — issued by the company, not traded exchanges.
Kurumi · · 4 min read The Sharpe ratio measures return earned per unit of risk taken, letting investors compare two investments with different volatility on equal footing.
Kurumi · · 5 min read The Nasdaq 100 entered correction on July 28, 2026 as an AI memory selloff sent Kospi into a circuit breaker and Micron, SK Hynix and Nvidia lower. Here's why.
Kurumi · · 4 min read Depreciation spreads a tangible asset's cost over its useful life; amortization does the same for intangible assets and loan balances. How each works.
Kurumi · · 4 min read ChangXin Memory (CXMT) raised $8.6B in Asia's biggest IPO of 2026, then jumped ~470% on its Shanghai STAR Market debut. What the listing means for global DRAM.
Kurumi · · 6 min read Nvidia is putting $5 billion into Ilya Sutskever's Safe Superintelligence at a $32B valuation, with Vera Rubin access — for a lab with no product yet.
Kurumi · · 6 min read Chip stocks fell again July 27 as the SOX slid about 4% and money rotated into the Dow — a peak-cycle test right before Big Tech's earnings week.
Kurumi · · 4 min read A 10-K is a public company's audited annual report to regulators, covering financials, risk factors, and management discussion in far more detail than a press release.
Kurumi · · 4 min read EPS divides net income by outstanding shares to show profit per share. How basic and diluted EPS differ, and why EPS alone can mislead.
Kurumi · · 6 min read SK Hynix reports Q2 2026 earnings July 29 with record profit expected on HBM demand — the memory supercycle's first real test this season. What to watch.
Kurumi · · 6 min read Nvidia is reportedly weighing a $250 billion financing backstop for OpenAI's 10-gigawatt Ohio data center, reviving fears about circular AI deals.
Kurumi · · 6 min read Samsung and SK Hynix signed roughly $950 billion in chip-supply deals with US tech giants including Nvidia at Korea's San Francisco AI summit. The breakdown.
Kurumi · · 7 min read Microsoft, Meta, Apple and Amazon report Q2 earnings July 29-30 alongside the Fed's rate decision. The AI-capex week that could set the market's tone.
Kurumi · · 6 min read Nvidia is prepaying Amkor $1.5 billion to expand advanced chip packaging in Arizona, building a second CoWoS source outside TSMC. The deal and what's next.
Kurumi · · 5 min read A money market fund is a mutual fund that holds short-term, high-quality debt to preserve cash while paying interest. How it works and its risks.
Kurumi · · 4 min read A Health Savings Account (HSA) is a triple-tax-advantaged account for medical expenses, paired with a high-deductible health plan. How HSAs work.
Kurumi · · 4 min read Index funds and ETFs can track the same index, but they differ in how they trade, their minimums, and their tax treatment. Here's how to choose between them.
Kurumi · · 5 min read The EU fined Google €890M for search self-preferencing and Play Store steering — its first Digital Markets Act penalties. The breakdown, the 60-day deadline, and what's next.
Kurumi · · 6 min read Stripe is in talks to buy AI model marketplace OpenRouter for about $10 billion, roughly 8x its May valuation. The deal, the metrics, and what it signals.
Kurumi · · 5 min read A sinking fund sets aside money on a regular schedule to pay off a future debt or expense, reducing default risk and smoothing out a large future cost.
Kurumi · · 5 min read Bond duration measures how much a bond's price moves when interest rates change, expressed in years. Higher duration means more interest-rate risk.
Kurumi · · 4 min read A REIT is a company that owns income-producing real estate and must pay out most of its taxable income as dividends, letting investors buy in like a stock.
Kurumi · · 5 min read Chinese GPU designer MetaX has confidentially filed for a Hong Kong IPO, targeting a listing by end-2026 after a 693% Shanghai debut. The details and the anti-Nvidia push.
Kurumi · · 4 min read A 529 plan is a tax-advantaged investment account for education costs — contributions grow tax-free and qualified withdrawals aren't taxed at all.
Kurumi · · 5 min read Dassault Systèmes will acquire drug-safety AI firm ArisGlobal for ~$1.8B plus up to $200M in earnouts. The deal terms, ArisGlobal's LifeSphere platform, and why it matters.
Kurumi · · 5 min read OpenAI raised its planned compute and cloud spending through 2030 to about $750 billion, up from $600 billion, as new Oracle, AWS, and Azure deals stack up.
Kurumi · · 6 min read Intel Q2 2026 revenue rose 25% to $16.1B and shares jumped ~13%. Data Center grew 59%, foundry 31%, but a CHIPS-tied charge drove an $11B GAAP loss.
Kurumi · · 4 min read A CD locks up cash for a fixed term in exchange for a fixed interest rate, usually higher than a savings account. How CDs work and their trade-offs.
Kurumi · · 6 min read Intel reports Q2 2026 earnings July 23 after a 163% YTD run. Consensus is $14.4B revenue and $0.22 EPS. What to watch on 18A foundry, margins, and guidance.
Kurumi · · 4 min read Market cap prices the equity alone; enterprise value adds debt and subtracts cash to price the whole business. How to use each correctly.
Kurumi · · 5 min read AI hardware names like Super Micro and Dell jumped while ServiceNow and Workday slid after Alphabet's capex hike. Inside the picks-and-shovels rotation.
Kurumi · · 5 min read Tesla posted record Q2 revenue of $28.2B on 480K deliveries, but operating income fell 57% and profit missed. Margins, robotaxi, and capex breakdown.
Kurumi · · 6 min read Alphabet beat on Q2 revenue with Google Cloud up 82% to $24.8B, but a raised $195B-$205B capex forecast sent shares lower after hours. Full breakdown.
Kurumi · · 4 min read A 401(k) is an employer-sponsored retirement account with pre-tax or Roth contributions, tax-advantaged growth, and often a matching contribution.
Kurumi · · 5 min read A Nikkei study estimates five hyperscalers carry $1.65T in off-balance-sheet AI debt — more than their visible debt. Where it hides and why it matters.
Kurumi · · 5 min read Anthropic and OpenAI spent a combined $3.17M lobbying Washington in Q2 2026, a record, as export controls, state AI laws, and looming IPOs drive the fight.
Kurumi · · 4 min read A bond ladder splits an investment across bonds with staggered maturities, reducing interest-rate risk while keeping cash flowing back at regular intervals.
Kurumi · · 4 min read A Roth IRA taxes contributions upfront and grows tax-free; a traditional IRA defers tax until withdrawal. How the two account types compare.
Kurumi · · 4 min read A yield curve plots bond yields against their maturities, and its shape signals what investors expect about growth, inflation, and interest rates.
Kurumi · · 5 min read SAP closed its acquisition of Prior Labs and pledged over €1 billion to turn the tabular-AI startup into a European frontier lab. Why structured data is the next AI frontier.
Kurumi · · 6 min read CuspAI raised $450M at a $2.6B valuation to launch an AI Materials Foundry, backed by Kleiner Perkins, NEA, Bezos Expeditions and AMD Ventures. Here's the bet.
Kurumi · · 5 min read Etched is reportedly raising at a $20 billion valuation, quadrupling its price in weeks, on a chip hardwired for transformers. Here's the deal and the risk.
Kurumi · · 4 min read A stock index tracks a basket of stocks with a single number, using a construction methodology that determines what moves it. Here's how it works.
Kurumi · · 6 min read TSMC will invest another $100 billion in Arizona, adding four fabs and pushing its total US commitment to $265 billion. The plan, the numbers, and what to watch.
Kurumi · · 4 min read A market order executes immediately at the best price; a limit order waits for your price or better. How each works and when to use them.
Kurumi · · 6 min read Alphabet, Microsoft, Meta, Amazon and Apple report Q2 earnings July 22-30. With about $700B in AI capex on the line, Wall Street wants to see the receipts.
Kurumi · · 6 min read Apple reclaimed the world's most valuable company title from Nvidia on July 17, 2026, at about $4.88T. Why the AI trade is rotating from chips to apps.
Kurumi · · 4 min read Compound interest earns returns on both your original principal and previously earned interest, causing growth to accelerate rather than stay flat.
Kurumi · · 4 min read A leveraged buyout uses borrowed money, secured against the target company's own assets, to fund most of an acquisition's purchase price.
Kurumi · · 4 min read An economic moat is a durable competitive advantage that protects a company's profits from competitors over the long run. The main types, explained.
Kurumi · · 5 min read DeepSeek is raising a second round weeks after its first, with reports putting the target valuation as high as $74B as it preps a Shanghai STAR Market IPO.
Kurumi · · 5 min read EBITDA strips out interest, taxes, depreciation, and amortization to show core operating profit. How it's calculated, why investors use it, and its limits.
Kurumi · · 4 min read A hedge fund is a pooled investment vehicle for accredited investors that uses leverage, derivatives, and short selling to chase absolute returns.
Kurumi · · 5 min read Netflix beat on Q2 2026 EPS but soft Q3 revenue guidance sent shares to a one-year low. Revenue $12.56B, margin 33.4%, and a record $4.7B buyback.
Kurumi · · 6 min read Semiconductor stocks sank on July 16, 2026 even after TSMC crushed estimates. SK Hynix fell 11%, Arm slid 5%. Why good news triggered a selloff, and what to watch.
Kurumi · · 15 min read TSMC posted $40.2B in Q2 revenue and a 77% jump in net profit on AI chip demand, then raised its 2026 capex to $60–64B. The numbers and what to watch.
Kurumi · · 3 min read A mutual fund pools money from many investors into one managed portfolio. How mutual funds work, their fees, and how they compare to ETFs.
Kurumi · · 3 min read An IPO is when a private company sells shares to the public for the first time and lists on an exchange. How the process works, and what changes after.
Kurumi · · 5 min read SpaceX shares dipped below their $135 IPO price for the first time on July 15, down about 34% from their peak. What's driving the slide and what to watch.
Kurumi · · 5 min read Free cash flow is the cash a company generates after covering the capital spending needed to run its business. Why investors weight it over reported profit.
Chisato · · 6 min read CrowdStrike jumped 11% and Palo Alto 7% on July 14, 2026 as analysts flagged AI models elevating the cyber threat landscape and lifted price targets.
Kurumi · · 4 min read An options contract gives the holder the right, not the obligation, to buy or sell a stock at a set price by a set date. Calls and puts explained.
Kurumi · · 12 min read ASML posted €9.3B in Q2 net sales and lifted its full-year outlook to €43–45B on strong AI chip demand. Here are the numbers and what to watch next.
Kurumi · · 4 min read RSUs grant actual shares on vesting, while stock options grant the right to buy shares at a fixed price. How the two forms of equity compensation differ.
Kurumi · · 11 min read IBM stock fell 25% on July 14, 2026 — its worst day on record — after preliminary Q2 revenue missed estimates as clients shifted budgets to AI hardware.
Kurumi · · 4 min read Short selling means borrowing shares to sell now, hoping to buy them back cheaper later — a bet on a falling price with theoretically unlimited risk.
Kurumi · · 6 min read SK hynix fell a record 15% on July 13 after signaling it will slow its HBM4 ramp to chase DDR5 margins, reviving fears the AI memory boom is peaking.
Kurumi · · 5 min read Intel is investing €5 billion ($5.7B) to expand its Leixlip, Ireland campus, scaling Intel 3 production of Xeon 6 chips for AI demand. Here's the plan and why it matters.
Kurumi · · 5 min read A market maker quotes buy and sell prices continuously, profiting from the spread while providing the liquidity that keeps markets tradeable.
Kurumi · · 5 min read A SPAC is a shell company that raises money in an IPO, then merges with a private company to take it public without a traditional IPO process.
Kurumi · · 10 min read TSMC's June revenue jumped about 68% year over year on AI chip demand, setting up its July 16 Q2 report. Here are the numbers and what to watch.
Kurumi · · 5 min read Amazon returned to the bond market for $25 billion across eight tranches to fund AI data centers, then paused further 2026 debt. The deal and what it signals.
Kurumi · · 4 min read A dividend is a portion of a company's profit paid directly to shareholders, typically in cash per share. How payouts, yield, and reinvestment work.
Kurumi · · 6 min read Anthropic shares now trade at a $1.2 trillion implied valuation on secondary markets, passing OpenAI. What's driving the surge, and why it may not hold.
Kurumi · · 4 min read Vesting is the schedule by which an employee earns full ownership of granted equity over time. How cliffs, vesting periods, and acceleration work.
Kurumi · · 4 min read A bond is a loan you make to a government or company in exchange for regular interest and repayment of principal at maturity. How pricing and yield work.
Kurumi · · 4 min read Startup funding rounds move from pre-seed through Series C and beyond, each trading equity for capital at a higher valuation. How each stage works.
Kurumi · · 6 min read The Federal Reserve tapped a16z's Marc Andreessen to co-lead a task force on AI, productivity, and jobs. What the panel does and why it matters for policy.
Kurumi · · 5 min read Dollar-cost averaging means investing a fixed amount on a regular schedule regardless of price. How it works, and its real tradeoffs versus lump sum.
Kurumi · · 5 min read Micron will invest up to $3 billion to strengthen the US chip supply chain, anchored by a GlobalWafers deal. Shares jumped 7%. Here's the plan and why it matters.
Kurumi · · 4 min read An ETF is a basket of securities that trades on an exchange like a stock. How creation and redemption work, and how ETFs differ from mutual funds.
Kurumi · · 4 min read A stock split increases a company's share count and lowers its price proportionally, leaving total market value and each investor's stake unchanged.
Kurumi · · 6 min read Bain Capital sold its final Kioxia stake, ending an $18B bet that returned roughly $15B as AI storage demand sent the shares up more than 4,500%.
Kurumi · · 6 min read SK hynix debuts on Nasdaq under SKHY in a ~$29B ADR offering, the largest-ever US listing by a foreign firm. The figures, the HBM context, and what to watch.
Kurumi · · 5 min read Market cap is share price times shares outstanding — the market's total price tag on a company. What it measures, what it misses, and why it matters.
Kurumi · · 4 min read A stock buyback is a company using cash to repurchase its own shares, shrinking the share count. How buybacks work, why firms do them, and the trade-offs.
Kurumi · · 5 min read SemiAnalysis says Nvidia's Kyber NVL144 rack slipped to 2028 on a PCB midplane snag. Nvidia calls its roadmap 'intact.' Here's the report, the denial, and the stakes.
Kurumi · · 10 min read Samsung posted record Q2 operating profit up nearly 19x, yet chip stocks fell as Micron, Intel and AMD dropped on AI-demand and memory-price fears. What happened.
Kurumi · · 5 min read The P/E ratio divides a stock's price by its earnings per share — a quick gauge of how much investors pay per dollar of profit. How to read it and its limits.
Kurumi · · 5 min read Nvidia is up just 3.2% in 2026 while Micron gained 304% and AMD 171%. Custom ASICs and memory are leading the chip rally instead. Here's what changed and what to watch.
Kurumi · · 12 min read Samsung posted a record 89.4 trillion won Q2 operating profit, up 19-fold, as AI memory and HBM demand made it tech's most profitable quarter.
Kurumi · · 5 min read Agility Robotics is going public via a $2.5B SPAC merger with Churchill Capital Corp XI, raising over $620M to scale its Digit humanoid. Deal terms and outlook.
Kurumi · · 6 min read OpenAI is in early talks to hand the U.S. government a 5% stake worth about $42.6 billion. Here's the proposal, the Alaska-fund model, and the pushback.
Kurumi · · 5 min read Global venture funding hit a record $510B in the first half of 2026. OpenAI and Anthropic alone took 43%, and AI drew more than 70% of Q2 capital.
Kurumi · · 6 min read Together AI raised $800M at an $8.3B valuation, led by Aramco Ventures, as enterprises shift toward open models. What the neocloud raise means.
Kurumi · · 4 min read AI chip stocks tumbled in early July 2026 as the SOX fell 6.7% and Korea's Kospi plunged 7.9%. Here's what triggered the sell-off and what to watch next.
Kurumi · · 4 min read Humanoid robots are arriving with $20,000 price tags and rental plans. What a robot worker really costs to build and run — and when it beats a human wage.
Kurumi · · 4 min read AI ambition is measured in gigawatts. What one actually costs to build and power for a year — a back-of-the-envelope teardown of tech's priciest machine.
Kurumi · · 4 min read Qualcomm's Investor Day put real names behind its data center push — a 250-core Dragonfly CPU, Meta and Microsoft as anchors, and a $15B revenue target.
Kurumi · · 3 min read Hyperscalers are pouring record sums into AI data centers, chips, and power. What's driving the capex boom, who profits, and the risk if demand stalls.
Kurumi · · 2 min read Micron has whipsawed in 2026 — record highs on AI memory demand, sharp drops on rate fears, AI-capex doubts, and a Google compression breakthrough. What's moving it.
Kurumi · · 3 min read Micron and Anthropic signed a four-pillar agreement — memory co-design, a multi-year supply deal, Claude adoption, and a Series H investment. Here's what it means.
Kurumi · · 6 min read The AI memory supercycle, explained: why HBM demand outran supply, how DRAM pricing turned, what could end the boom, and what it means for chip stocks.
Kurumi · · 2 min read Samsung, SK Hynix, and Micron are racing to mass-produce HBM4 and win NVIDIA's orders. Inside the next phase of the memory supercycle — and who's ahead.
Kurumi · · 2 min read Anthropic confidentially filed to go public, reportedly valued near $965B with about $47B in annualized revenue. Here's what the Claude maker's debut could mean.
