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Why Did Qualcomm Surge 13% After Hours? How Is Its AI Data Center Strategy Driving a Valuation Rerating?

Why Did Qualcomm Surge 13% After Hours? How Is Its AI Data Center Strategy Driving a Valuation Rerating?

An analysis of Qualcomm’s valuation restructuring logic and market outlook as it transitions from mobile chipsets to AI inference.

Blog Team06/26/2026

From a 10% Single-Day Drop in KOSPI to a 17% Surge in Micron: Four Days of Dramatic Shifts and Narrative Reshaping in the AI Chip Industry

From a 10% Single-Day Drop in KOSPI to a 17% Surge in Micron: Four Days of Dramatic Shifts and Narrative Reshaping in the AI Chip Industry

How the AI Chip Narrative Collapsed and Rebuilt Itself in Just 96 Hours

Blog Team06/26/2026

Will Prediction Markets Face Controversial Events? Cases, Root Causes, and the Path to Breakthroughs

Will Prediction Markets Face Controversial Events? Cases, Root Causes, and the Path to Breakthroughs

Prediction markets experienced a surge in settlement disputes, oracle manipulation, and insider trading incidents during 2025–2026. Drawing on real-world cases, this article examines the origins of these controversies and the remedies the industry is pursuing.

Serve Robotics (SERV) Stock Deep Dive: What’s the Outlook for the Physical AI Sector?

Serve Robotics (SERV) Stock Deep Dive: What’s the Outlook for the Physical AI Sector?

Analysis of Serve Robotics (SERV): Strategic Positioning in the Physical AI Sector, Q1 Revenue Surge of 578%, Progress on 2,000 Robot Deployments, and Platform Prospects Following Medical Robotics Acquisition

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As the Crypto Market Declines, RWAs Surge: How On-Chain Real-World Assets Are Reshaping Financial Infrastructure

As the Crypto Market Declines, RWAs Surge: How On-Chain Real-World Assets Are Reshaping Financial Infrastructure

How Tokenized Treasury Bonds, Perpetual Contracts, and Institutional Entry Are Reshaping On-Chain Asset Dynamics: An In-Depth Analysis of the Structural Drivers Behind the RWA Sector’s Explosive Growth

Blog Team06/25/2026

How Did Micron’s Earnings Report Ignite a Global Chip Stock Rally?

How Did Micron’s Earnings Report Ignite a Global Chip Stock Rally?

Micron reported fiscal Q3 2026 revenue of $41.46 billion, exceeding expectations and prompting a 16% surge in after-hours trading. This rally sparked a rebound in chip stocks worldwide.

Federal Reserve Rate Hike Expectations Surge: How Will Risk Assets Be Repriced?

Federal Reserve Rate Hike Expectations Surge: How Will Risk Assets Be Repriced?

The market now expects the Federal Reserve to raise interest rates, with the probability of hikes in September and December climbing to 89%. The US Dollar Index has surged to 101.8, marking a 13-month high. This article examines the logic behind the policy shift and explores how risk asset pricing is being restructured.

Blog Team06/25/2026

Micron (MU) Earnings Test After 11x Surge: Can AI Memory Supercycle Sustain Valuation?

Micron (MU) Earnings Test After 11x Surge: Can AI Memory Supercycle Sustain Valuation?

This article examines the sustainability of the AI storage cycle from three key perspectives: the supply and demand dynamics of HBM, pricing trends in DRAM and NAND, and guidance for Q4.

Blog Team06/24/2026

Rain Protocol Rises to the Top 3 Global Prediction Markets—Will the World Cup Become RAIN’s Next Growth Engine?

Rain Protocol Rises to the Top 3 Global Prediction Markets—Will the World Cup Become RAIN’s Next Growth Engine?

Rain Protocol recently announced a $100 million liquidity expansion plan and released the roadmap for its Rain V2 upgrade. As the 2026 World Cup approaches, the prediction market sector is once again drawing significant attention from the market. Whether Rain can leverage the surge in event-driven traffic and its product upgrades to achieve further growth has become a hot topic amo