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Samsung Electronics crosses $1tn, joining TSMC, as the AI memory cycle pulls Korea into a record

Samsung’s stock has more than quadrupled in a year. The KOSPI broke 7,000 for the first time. Two Korean chipmakers now account for 42% of the index. The supercycle that built this rally is, by Samsung’s own forecast, not yet at its peak. There is a particular type of market moment that does not happen […]

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Samsung Electronics crosses $1tn, joining TSMC, as the AI memory cycle pulls Korea into a record Read More »

Apple settles the consumer Siri lawsuit for $250m. The shareholder case is still live.

iPhone 16 and 15 Pro buyers in the US between June 2024 and March 2025 will get $25–$95 per device. Apple admits no fault. The settled action covers consumers; the parallel securities-fraud case Apple is still trying to dismiss is structurally separate. On Tuesday afternoon, Apple agreed to pay $250m to settle a US federal […]

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Apple settles the consumer Siri lawsuit for $250m. The shareholder case is still live. Read More »

China’s humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied

China has more than 150 humanoid robot companies. It shipped roughly 90 per cent of the world’s humanoid robots in 2025. Its two largest makers, Unitree and AgiBot, are preparing initial public offerings that would value them at a combined 13 billion dollars. Morgan Stanley doubled its delivery forecast for the Chinese market this year […]

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China’s humanoid robot boom faces reality check as 150 companies chase a market where only 23% of buyers are satisfied Read More »

AI-native spending surged 94 per cent. Traditional SaaS grew at eight. The enterprise software industry is watching the clock.

The enterprise software industry spent two decades selling seats. Buy a licence for every employee who needs access, multiply by the number of employees, and the revenue model was as predictable as the quarterly earnings calls that reported it. Then AI agents arrived, and the arithmetic broke. In the first quarter of 2026, AI-native spending […]

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AI-native spending surged 94 per cent. Traditional SaaS grew at eight. The enterprise software industry is watching the clock. Read More »

The designer whose Tropicana rebrand crashed sales 20 per cent is now branding the US government. He has two months.

The United States government now has a chief brand architect. Peter Arnell, the designer whose four-decade career includes creating the DKNY brand identity, redesigning the Pepsi logo in a project accompanied by a 27-page strategy document that referenced the Mona Lisa and the Parthenon, and overseeing the Tropicana packaging redesign that caused a 20 per […]

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The designer whose Tropicana rebrand crashed sales 20 per cent is now branding the US government. He has two months. Read More »

Volkswagen just became Rivian’s biggest investor. It is not buying trucks. It is buying the software its own engineers could not build.

When Rivian went public in November 2021, Amazon owned 20 per cent of the company. It had backed the electric vehicle startup with a 700 million dollar cheque in 2019, ordered 100,000 electric delivery vans, and watched its investment surge to more than 15 billion dollars on Rivian’s first day of trading. Four years later, […]

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Volkswagen just became Rivian’s biggest investor. It is not buying trucks. It is buying the software its own engineers could not build. Read More »

Duolingo beat every estimate Wall Street had. Then it told investors it was going to slow down on purpose. The stock dropped 14 per cent.

Duolingo beat every Wall Street estimate for the first quarter of 2026. Revenue rose 27 per cent year on year to 292 million dollars. Earnings per share came in at 89 cents against expectations of 76 cents. Daily active users grew 21 per cent to 56.5 million. Paid subscribers grew 21 per cent to 12.5 […]

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Duolingo beat every estimate Wall Street had. Then it told investors it was going to slow down on purpose. The stock dropped 14 per cent. Read More »

He carried a kill list of AI CEOs and a jug of kerosene. His lawyer called it a property crime. The charges carry life in prison.

Daniel Moreno-Gama, the 20-year-old accused of throwing a Molotov cocktail at the San Francisco home of OpenAI CEO Sam Altman and then walking three miles to OpenAI’s headquarters to threaten to burn the building down, pleaded not guilty on Tuesday to two counts of attempted murder and nine other state charges. Moreno-Gama, wearing an orange […]

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He carried a kill list of AI CEOs and a jug of kerosene. His lawyer called it a property crime. The charges carry life in prison. Read More »

The recycling industry loses 40 per cent of its workers every year. A humanoid robot trained by VR headsets is the replacement plan.

The recycling industry has a labour problem that no amount of recruitment can solve. Staff turnover at waste sorting facilities runs at 40 per cent annually. The fatality rate is eight times the national average across all industries. Work-related injury and ill-health runs 45 per cent higher than other sectors. The work involves standing beside […]

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The recycling industry loses 40 per cent of its workers every year. A humanoid robot trained by VR headsets is the replacement plan. Read More »

In April 2025, Intel was trading at $18. Fourteen months later it hit an all-time high. The turnaround was not built by Intel alone.

In April 2025, Intel’s stock was trading at 18 dollars. The company had fired its CEO three months earlier, lost the AI chip race to Nvidia so completely that analysts had stopped including it in competitive comparisons, and was being discussed in the financial press primarily as an acquisition target or a candidate for dismemberment. […]

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In April 2025, Intel was trading at $18. Fourteen months later it hit an all-time high. The turnaround was not built by Intel alone. Read More »

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