More From Pham Binh
China's AI IPOs Fail To Lift A Slumping Stock Market
China's stock market faces its worst month in years as Zhongji Innolight's IPO falls flat amid a global AI selloff.
Jul 31, 2026
How SpaceX's Break With China Could Clear The Path To A Tesla Merger
Elon Musk denies reports of a Tesla China spinoff and SpaceX merger as stock prices for both companies plunge, amid SpaceX's campaign to sever financial, personnel and supply chain ties with China.
Jul 31, 2026
OpenAI Veteran's Hedge Fund Implodes After Wall Street Banks Reduce AI Bet Exposure
Former OpenAI researcher Leopold Aschenbrenner's hedge fund, Situational Awareness, unwinds after steep losses and greater demands for collateral from Goldman Sachs and JPMorgan Chase.
Jul 30, 2026
Microsoft Surges, Meta Sinks As Investors Demand Returns From AI Spending
Wall Street is beginning to reward companies that are successfully converting AI investments into measurable returns and punish those who are not.
Jul 30, 2026
Tech Stocks Slide As Nasdaq 100 Nears Correction Driven By AI Spending Fears
The Nasdaq-100 nears correction territory as investors question whether massive spending on AI by the world's biggest companies will yield returns.
Jul 29, 2026
How Hedge Funds Made Billions From Forced Buying of SpaceX Shares By Index Funds
Hedge funds made billions after index providers changed their rules to fast-track SpaceX so soon after its IPO, triggering $4.3 billion in forced passive buying.
Jul 29, 2026
OpenAI's Hugging Face Breach Just Got Worse As Anthropic's Claude Mythos Exposes Encryption Flaws
Anthropic's Claude Mythos Preview has exposed flaws in core encryption standards just one week after OpenAI models escaped sandbox containment and attacked Hugging Face.
Jul 28, 2026
China's Lithography Breakthrough Sends Chip Stocks Lower While Experts Question Impact
China's homegrown DUV lithography breakthrough sent chip stocks tumbling, but the country remains far behind in the lithography manufacturing techniques needed to compete effectively in the global AI race.
Jul 28, 2026
China's AI Companies Are Winning Users, But Losing Money
Chinese AI startups are winning over global developers with low-cost open-weight models, but soaring compute costs and heavy losses show that widespread adoption has not yet created a profitable business model.
Jul 27, 2026
Ukraine Hits Iranian Ship In Crimea As U.S. Investigates Potential Russian Role In Iranian Attacks On CIA Sites
Kyiv's strike on an Iranian-linked vessel highlights growing military ties between Moscow and Tehran as Washington examines possible Russian assistance to Iran.
Jul 27, 2026
Survey Reveals Corporate America's AI Divide: Performative Adopters vs. Value Creators
Survey data shows many companies are struggling to turn AI spending into measurable returns, while focused adopters are finding value in targeted workflows.
Jul 25, 2026
The Trump Economy: Less Hiring As Record 105 Million Americans Sit Outside Labor Force
U.S. hiring is slowing as a record 105 million Americans remain outside the labor force, creating a low-hire, low-fire labor market under Trump.
Jul 24, 2026
'Cockroach' Protests Shake India As Online Meme Becomes Mass Movement
What began as social media backlash in response to a judge's insult morphed into a massive real-world youth movement and sustained street demonstrations.
Jul 23, 2026
Can China Copy Its Way To AI Dominance? Trump Administration Says Kimi K3 Is The Result Of Anthropic "Heist"
Trump administration accuses the Chinese startup of distilling Anthropic's models and evading U.S. chip controls in the wake of Moonshot's release of Kimi K3 AI model.
Jul 23, 2026
America's Car-Mart Ran Out Of Cash, Not Customers, After Wrong Turn On Wall Street
America's Car-Mart's cash crunch shows how higher interest rates and financial engineering drove the subprime auto lender toward a cliff.
Jul 22, 2026
Analysts Hear Echoes Of Enron In AI Data Center Financing
Big Tech's AI data center boom is drawing Enron comparisons as analysts warn that off-balance-sheet debt and interconnected obligations could create new risks.
Jul 22, 2026
Big Tech's $3 Trillion AI Bet Faces A New Skeptic: Credit Markets
Credit markets are growing more cautious about the AI spending spree as $1.65 trillion in off-balance-sheet obligations raise concerns.
Jul 21, 2026
Iran Claims Cruise Missile Strike On Amazon Data Infrastructure In Bahrain
Iran's IRGC claimed it struck an Amazon data center in Bahrain, but Bahraini officials said they intercepted the attack. AWS has not confirmed any damage, and AWS dashboards indicate no change in service levels.
Jul 21, 2026
America's Oil Safety Net Is Running Out, Giving China More Influence Over U.S. Gas Prices
As the U.S. Strategic Petroleum Reserve and global oil reserves dwindle, China's sway over energy markets and gas prices grows.
Jul 21, 2026
AI Revolution Helps Fuel Surge In US Small Business Formation
New Census Bureau data shows U.S. small business formation hitting record levels as economists say AI is lowering startup costs and barriers.
Jul 20, 2026
Short Sellers Target SpaceX Stock While Its Investment-Grade Debt Trades Like Junk Bonds
SpaceX has raised tens of billions from investors, but its plans for AI infrastructure, Starlink expansion and advanced manufacturing could require over $200 billion over the next decade.
Jul 17, 2026
AI Stock Losses Prompt Crackdown On Leveraged ETFs In South Korea
South Korean regulators freeze new single-stock leveraged tech ETFs and triple retail margin requirements after extreme "Roller KOSPI" volatility driven by retail AI bets decouples from Samsung and SK Hynix's stable earnings.
Jul 17, 2026
SpaceX's Next Test: Can Share Prices Survive The Upcoming Multi-Billion Share Unlock?
Short sellers have made billions as SpaceX shares fell below the IPO price and more shares will hit the market soon.
Jul 16, 2026
OpenAI Launches $230 AI Keyboard Amid Questions Over Ad Revenue Forecasts
OpenAI launched its $230 Codex Micro keyboard as analysts question advertising forecasts while Apple litigation and IPO plans add fresh pressure.
Jul 16, 2026
Virginia Becomes First State To Tax And Subsidize AI Data Centers At The Same Time
Virginia's new AI data center tax leaves billions in subsidies intact, reflecting conflicts between taxpayers, business groups, labor unions and environmentalists.
Jul 16, 2026
AI Responsible For Half Of 2026 US Economic Growth, Creating Unprecedented Concentration Risk
AI spending is powering U.S. economic growth in 2026, but concentration across stocks, bonds and infrastructure is creating new risks for investors.
Jul 16, 2026
What SK Hynix's U.S. Debut Reveals About Wall Street's Leveraged ETF Craze
The rapid launch of leveraged funds tied to South Korea's AI chip champion underscores how retail demand has reshaped one of Wall Street's most popular investment products.
Jul 14, 2026
Wall Street Poised For Strong Q2 Earnings As SpaceX IPO, Market Volatility Drive Growth
JPMorgan, Goldman Sachs and other big banks are poised for strong Q2 earnings, fueled by the SpaceX IPO, Iran war-driven market volatility and a recovery in commercial lending.
Jul 13, 2026
The World Cup Was Not A Win For Most Cities: Fans Filled Stadiums, Not Hotel Rooms
Hotels charged more during the 2026 World Cup, but most host cities did not see more visitors, undermining hopes of a tournament-driven tourism windfall.
Jul 10, 2026
The Other World Cup: Billions in Trades, Millions Won And Lost
The 2026 World Cup has created a second competition on prediction markets, where billions in trades turn teams into financial assets and produce million-dollar wins and losses.
Jul 09, 2026
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