Tencent shares surged nearly 8% in Hong Kong as Meta's Muse app topped U.S. download charts, prompting investors to crown Tencent as the most logical 'China's Muse' play. The rally...
Douyin concluded its first AI Creation Competition with 170,000 works and 40 billion views, announcing a partnership with iQiyi to develop AI-native short content into full series and films. The...
Meta stock jumped 11% after Wells Fargo raised its price target, citing early demand for the Muse AI assistant. The rally signals that investors are increasingly rewarding measurable AI traction...
A veteran chip designer argues Moore's Law has economically failed and AI's true bottleneck now lies in advanced packaging, interconnect latency and memory hierarchy. He warns Nvidia's roadmap is constrained...
Alibaba announced plans to expand its global data centers to over 20GW by 2032, train 5-10 trillion parameter AI models, and launch the Zhenwu V900 chip. The buildout signals a...
Meta's Muse agent drove a record single-day market cap gain, signaling that frontier model capability is becoming commoditized. As AI competition shifts from models to the application layer, workflow depth,...
The metaverse may have failed to attract human residents, but its underlying infrastructure — spatial computing, simulation engines, and decentralized compute — is being repurposed for robots and embodied AI....
ByteDance has acquired its third Beijing land parcel in 2026, spending 2.6 billion yuan on a commercial site in Olympic Park. The purchase brings its total land investment this year...
Meta's Muse agent app and Alibaba's 20GW data center roadmap ignited a broad AI compute rally in Asia. Tencent jumped over 6% and Alibaba nearly 3% in Hong Kong, while...
Bitcoin surged past $87,000 to an eight-month high as Nasdaq set a record and AMD crossed $1 trillion. The rise of AI agents is reshaping compute demand, pulling CPU capacity...
MIT has ended Princeton's 15-year run as the top U.S. university after a methodology change that weights graduate earnings more heavily. The shift highlights the growing economic premium on technical...
A single wallet opened a 10x leveraged long of 41,228 ETH on Hyperliquid at a $2,693.92 average, generating $1.52 million in unrealized profit in about 11 hours. The address now...
Arthur Hayes argues that US insurers are effectively insolvent due to their exposure to AI-related debt, and that a bailout would be structurally bullish for Bitcoin. We examine whether the...
Goldman Sachs' new report argues AI is compressing content production costs by 80-95% and exploding supply, but user attention remains finite. The value chain is being restructured—IP and platforms win,...
TREE NEWS reports: A single report can introduce us to a new direction; a single conversation can let us hear different judgments; a face-to-face exchange may make an originally vague...
A whale has liquidated 31.4 million CRV after holding for three years, realizing a $4.1 million loss at a 27% drawdown. The exit highlights the widening gap between Curve's protocol...
Governor Greg Abbott has halted new data center permits in Texas pending an ERCOT grid audit, creating a rare clash between a Republican state and a White House pushing rapid...
A new SemiAnalysis report reveals that AI inference is a four-stage 'Token Factory' with distinct hardware demands. The analysis reshapes the economics of AI infrastructure, favoring bandwidth over capacity and...
Vitalik Buterin outlined a research push to introduce a recursive STARK mempool on Ethereum, aiming to reconcile quantum-resistant signatures, privacy proofs and scaling. With post-quantum verification costing 100k–300k gas and...
Bitmine, the fund associated with strategist Tom Lee, withdrew 12,500 ETH worth about $34.55 million from Kraken, extending a pattern of institutional-sized ether accumulation. The move signals continued conviction in...
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