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Google's $185B AI Bet: Why Wall Street Is Nervous About the Biggest Capex Ever
EconomyEN
Google's $185B AI Bet: Why Wall Street Is Nervous About the Biggest Capex Ever

Alphabet plans to spend up to $185 billion in 2026 on AI infrastructure, more than double 2025 spending. Despite beating earnings, investors are worried about the unprecedented investment scale.

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Seoyeon Park
Why Japan's Aisin Is Betting Big on India's Auto Future
EconomyEN
Why Japan's Aisin Is Betting Big on India's Auto Future

Japanese auto parts giant Aisin invests $204 million in two new Indian plants for automatic transmissions, signaling India's rise as the next automotive manufacturing hub beyond China.

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SP
Seoyeon Park
Google's $185B AI Spending Spree Sends Broadcom Soaring 6%
EconomyEN
Google's $185B AI Spending Spree Sends Broadcom Soaring 6%

Google's massive $185B AI infrastructure investment plan triggers Broadcom stock surge as the chipmaker benefits from custom TPU partnerships. Nvidia also gains.

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Seoyeon Park
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Google's $175 Billion Bet: When AI Success Meets Infrastructure Reality
EconomyEN
Google's $175 Billion Bet: When AI Success Meets Infrastructure Reality

Alphabet delivered stellar Q4 results but shocked investors with massive 2026 capex plans. What happens when AI growth meets infrastructure-scale spending?

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SP
Seoyeon Park
ARM's Stock Plunge Reveals Cracks in Semiconductor Power Structure
EconomyEN
ARM's Stock Plunge Reveals Cracks in Semiconductor Power Structure

ARM Holdings shares tumbled 12% as licensing revenue missed estimates, signaling deeper shifts in the semiconductor ecosystem and challenging the chip architecture giant's dominance.

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SP
Seoyeon Park
Oil Traders Brace for Iran Crisis While Venezuela Returns to Market
EconomyEN
Oil Traders Brace for Iran Crisis While Venezuela Returns to Market

Traders rush to hedge oil positions as Iran tensions spike and Venezuelan supply increases, creating complex market dynamics that could reshape global energy flows.

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SP
Seoyeon Park
Wall Street Giant CME Eyes Its Own Cryptocurrency
EconomyEN
Wall Street Giant CME Eyes Its Own Cryptocurrency

CME Group CEO hints at launching proprietary coin on decentralized network as part of tokenized collateral push, alongside 24/7 crypto futures trading expansion

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Seoyeon Park
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ARM CEO Calls AI Software Sell-off 'Micro-Hysteria
EconomyEN
ARM CEO Calls AI Software Sell-off 'Micro-Hysteria

ARM CEO Rene Haas dismisses the recent AI software stock plunge as 'micro-hysteria,' arguing efficiency gains will expand rather than shrink the market for AI-capable devices.

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Seoyeon Park
Asia's Digital Payment Boom Masks a Governance Gap
EconomyEN
Asia's Digital Payment Boom Masks a Governance Gap

Asia's digital payment explosion brings convenience but exposes critical trust and governance deficits. Why lower barriers demand stronger oversight in fintech's new reality.

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Seoyeon Park
The Dip That Nobody Bought: Software Selloff Exposes Market's New Reality
EconomyEN
The Dip That Nobody Bought: Software Selloff Exposes Market's New Reality

Traditional buy-the-dip strategy fails as software stocks plummet without rescue buyers. What this means for tech investing and market dynamics in 2026.

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Seoyeon Park
Memory Shortage Reshapes Smartphone Market
EconomyEN
Memory Shortage Reshapes Smartphone Market

Qualcomm's earnings reveal how AI data centers are creating a global memory crunch, forcing smartphone makers to rethink production strategies and potentially raising device prices.

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Seoyeon Park
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China's Wealthy Are Shopping Luxury Again—But Not How You'd Expect
EconomyEN
China's Wealthy Are Shopping Luxury Again—But Not How You'd Expect

Chinese luxury spending rose 1-3% in Q4 2024, driven by stock market gains. But wealthy consumers are shifting from products to experiences, signaling a fundamental change in luxury consumption patterns.

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Seoyeon Park
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