NEWS
AI concentration, bullish positioning and the yen intervention puzzle
By Axel Miller | 19 Aug 2026
AI exposure is spreading across stocks and credit as BofA cash falls to 3.5%, while the yen struggles to sustain gains after U.S.-Japan intervention.
Cerebras launches CS-4 server system to accelerate AI chatbot queries
By Cygnus | 19 Aug 2026
Cerebras launches its CS-4 AI server with WSE-3 Turbo chips and Nexus architecture, targeting faster AI inference and 600 MW of capacity by 2027.
Unitree powers up for Shanghai debut after record IPO demand
By Axel Miller | 14 Aug 2026
Unitree Robotics is heading for a Shanghai STAR Market debut after its IPO drew more than 8,000x retail demand, valuing the profitable humanoid maker at about $9 billion.
Microsoft retreats in China, but AI boom keeps a window open
By Cygnus | 14 Aug 2026
Microsoft has cut its China footprint while expanding cloud and AI services for Chinese companies, including major customers such as ByteDance.
Apple trains China AI model with Alibaba support for local rollout
By Axel Miller | 14 Aug 2026
Apple has trained a China-specific AI model with Alibaba’s support as Apple Intelligence moves toward rollout following regulatory approval in China.
Sigma Advanced to acquire UK aerospace supplier Bromford for ₹153 crore
By Cygnus | 14 Jul 2026
Sigma Advanced Systems will acquire UK-based Bromford Precision Solutions for ₹153 crore to strengthen its aerospace manufacturing capabilities and expand its global footprint.
Akasa Air plans ₹1,050 crore fundraising to support growth amid higher costs
By Axel Miller | 14 Jul 2026
Akasa Air is reportedly planning to raise about ₹1,050 crore through equity and debt to support growth as airlines face higher fuel costs and operational challenges.
AI startup Reflection signs over $1 billion computing deal with Nebius
By Cygnus | 14 Jul 2026
Reflection signs a computing agreement worth more than $1 billion with Nebius to secure Nvidia GPU capacity through 2029 for AI model development.
Tata Power explores $450 million overseas loan for business operations
By Axel Miller | 14 Jul 2026
Tata Power is reportedly in preliminary talks to raise at least $450 million through an External Commercial Borrowing to support business operations, according to Bloomberg News.
TCS wins technology contract for New York JFK Airport’s $19 billion terminal
By Cygnus | 14 Jul 2026
TCS has been selected as the technology partner for New Terminal One at New York’s JFK Airport, supporting the $19 billion redevelopment project with digital solutions for airport operations and passenger experience.
South Korean firms unveil $195 billion investment in AI and advanced industries
By Axel Miller | 03 Jul 2026
South Korea’s leading conglomerates plan to invest 265 trillion won ($195 billion) in AI, robotics, advanced manufacturing, mobility, batteries and defense projects.
HCLTech wins $1.14 billion AI transformation deal with European client
By Cygnus | 03 Jul 2026
HCLTech secures a $1.14 billion, 5.5-year AI-led digital transformation contract with a Europe-based Fortune Global 50 company to deliver digital workplace and enterprise network services.
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