Nearly four months after Operation Epic Fury began, the fight over who actually controls the Strait of Hormuz is still unresolved — and the numbers on the water tell a different story than the one…
The Advancing Rapid Defense Innovation Symposium (ARDIS) returns in 2026, bringing senior military strategists, government officials, defense and technology executives, researchers, investors, and…
Samsung Electronics just posted the best quarter any technology company has ever reported — operating profit up 19-fold year-over-year, comfortably beating consensus — and KOSPI fell anyway, dropping…
A run through the smaller stories that mattered this week. Broadcom and Apple extend their silicon partnership through 2031. The two companies expanded their long-running custom chip relationship,…
The Thesis Samsung’s preliminary Q2 2026 results confirm the memory supercycle thesis in full: operating profit of roughly 89.4 trillion won (about $58.4 billion) surged 19-fold year-over-year and…
Strategy has sold 3,588 BTC for roughly $216 million over the past two weeks, the first real test of the company’s newly announced Bitcoin Monetization Program — a formal reversal of Michael Saylor’s…
SK Hynix formally launched its Nasdaq ADR offering this week, targeting roughly $28 billion in proceeds — a deal that would rank among the largest share sales in history, trailing only SpaceX’s IPO…
SpaceX enters the Nasdaq 100 before the market opens today, and the mechanics matter more than the headline. Index funds and ETFs tracking the Nasdaq 100 — collectively managing on the order of $800…
TeraWulf signed a 20-year lease with Anthropic for its Justified Data campus in Hawesville, Kentucky, a deal expected to generate approximately $19 billion in contracted revenue over the initial term.…
Cloud security firm Sysdig says it has captured the first documented case of ransomware run start to finish by an AI agent, with no human operator typing commands, fixing bugs, or deciding when to…