Thematic Spotlight: Big Tech Submit Their 2024 Report Cards
The past two weeks have been a whirlwind of volatility, with tariffs, trade tensions, and geopolitical risks dominating headlines. In such an ... By Justin Lin
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The past two weeks have been a whirlwind of volatility, with tariffs, trade tensions, and geopolitical risks dominating headlines. In such an ... By Justin Lin
Artificial Intelligence The AI industry is rapidly evolving, but its next stage isn’t just about smarter algorithms—it’s about building the infrastructure to ... By Justin Lin
Technology | AI Infrastructure & Adoption The emergence of DeepSeek V3, a cost-effective AI model from a Chinese start-up, has sent ripples ... By Billy Leung
Is the US on the verge of a pro-crypto era? If President Donald Trump’s actions are anything to go by, the answer ... By Justin Lin
Quantum computing took centre stage last month, with Google’s breakthrough Willow chip drawing attention from both the scientific community and financial markets.1 ... By Justin Lin
The US General Services Administration (GSA) has inked a record-breaking contract with Constellation Energy to supply nuclear power to a collection of ... By Justin Lin
Apple Inc. will begin producing AirPods in India for the first time early next year, marking a significant milestone for Indian manufacturing, ... By Justin Lin
Salesforce continues to prove its value to enterprises by focusing on practical, scalable solutions. Known for its dominance in customer relationship management ... By Billy Leung
Meituan, a leading player in China’s food delivery and technology ecosystem, has emerged as a quiet powerhouse in AI innovation. Its Q3 ... By Billy Leung
Nvidia’s latest earnings highlight its growing importance in AI and computing. The company reported $35 billion in quarterly revenue, a 94% year-on-year ... By Billy Leung
The proposed Department of Government Efficiency (DOGE), backed by high-profile leaders Elon Musk and Vivek Ramaswamy, is poised to reshape defence and ... By Billy Leung
The convergence of AI-driven data centres with utility infrastructure has become a critical trend. However, recent regulatory developments highlight challenges. Last week, ... By Billy Leung
One of the most prevalent market narratives in 2024 has been the slowing adoption of electric vehicles. Indeed, there are multiple temporary ... By Justin Lin
Autonomous vehicles (AV) have been a dominant theme in the month of October. Earlier in the month, Tesla hosted its much anticipated ... By Justin Lin
Last Thursday, Netflix Inc. stunned Wall Street with its third-quarter earnings report after it surpassed expectations on nearly every major metric and ... By Justin Lin
Last week, Rio Tinto officially announced a definitive agreement with Arcadium Lithium to fully acquire the lithium miner in an all-cash transaction ... By Justin Lin
Google has received a slap on the wrist and has been ordered to overhaul its mobile app business as a result of ... By Global X Research Team
Last Wednesday, Meta surprised the tech world as it revealed a slew of new innovations at its annual Connect conference. The company ... By Justin Lin
Big tech is going big on nuclear. Last week, tech giant Microsoft Co. signed a 20-year power purchase agreement to with Constellation ... By Justin Lin
AI industry leader, OpenAI, has shocked the world once again with a new model that is programmed to ‘think deeply’ before answering ... By Justin Lin
Tesla has said it is on track to launch “Full Self Driving” (FSD) in China and Europe by Q1 2025.1 The announcement, ... By Justin Lin
Semiconductors & AI In one of the biggest IT acquisitions of the year, AMD has announced plans to acquire ZT Systems, a ... By Justin Lin
India & Emerging Markets In what has been a hot year for Indian equities, South Korean consumer hardware giant, LG Electronics, ... By Justin Lin
Big Tech & Internet In a historic ruling by the US Department of Justice (DOJ), Alphabet inc., the owner of renowned ... By Justin Lin
E-commerce giant, Amazon inc., appears to be once again on the lookout for opportunities to expand its world-leading robotics division. Last week, ... By Justin Lin
Have you ever wanted to create an AI version of yourself? In what is the latest attempt by big tech to further ... By Justin Lin
Over the weekend, a botched update installed by cybersecurity giant CrowdStrike to Microsoft computers has caused what many are calling the biggest ... By Justin Lin
Google operator, Alphabet Inc. has entered advanced talks to acquire Wiz, a privately held cybersecurity firm, for US$23 billion.1 The deal, if ... By Justin Lin
Car manufacturing giant Renault SA is aiming to reduce battery costs on its electric vehicles (EVs) by up to 20% over the ... By Justin Lin
Global demand for artificial intelligence (AI) memory chips is reshaping South Korea’s economy. Over the past year, South Korea has experienced a ... By Justin Lin
Thousands of car dealerships across the US and Canada were left paralysed after CDK Global, a major software provider, was hacked.1 CDK’s ... By Justin Lin
Despite previous blockages, Tesla shareholders have voted with 72% in favour to re-ratify a US$56 billion pay package for Elon Musk.1 The ... By Justin Lin
Apple’s widely anticipated annual Worldwide Developers Conference (WWDC) kicked off at the beginning of this week and as expected, the focus was ... By Justin Lin
Bitcoin’s status as a mere digital store of value could be changing. Momentum is building in the Bitcoin community for a change ... By Justin Lin
The global battle for high tech computer chip dominance is heating up with China recently announcing its largest ever semiconductor investment fund.1 ... By Justin Lin
Artificial intelligence (AI) is once again sending shockwaves across the stock market, thanks to a new invention from OpenAI. Last week, the ... By Justin Lin
Apple has reportedly closed in on a deal with ChatGPT creator OpenAI to bring the startup’s artificial intelligence (AI) services to the ... By Justin Lin
As of April 27th, 57% of the S&P 500 had reported, with average earnings per share across the market 5% ahead of ... By Justin Lin
Artificial Intelligence and Big Tech The third major earning season of the 2024 financial year is quickly approaching, and all eyes will ... By Justin Lin
Bitcoin has been one of the best performing assets of 2024. At its peak of US$73,000 in March, it had returned more ... By Justin Lin
Amazon has announced it will invest an additional US$2.75 billion in Anthropic, a prominent AI startup and rival to OpenAI, known for ... By Justin Lin
Xiaomi Corp, a Chinese firm mainly known for mobile phones and electric scooters, has successfully made its first foray into the EV ... By Justin Lin
Nvidia will launch a new generation of GPU chipsets to succeed its current, wildly successful Hopper AI products. The new platform named ... By Justin Lin
According to Bloomberg NEF, China added 216.9 gigawatts of solar power in 2023.1 That number is staggering for a few reasons. For ... By Justin Lin
India has signed a free trade agreement with the EFTA – a four-country bloc in Europe consisting of Switzerland, Norway, Iceland, and ... By Justin Lin
India’s biggest company by market cap, Reliance Industries, is looking to expand its already extensive investment portfolio with significant forays into both ... By Justin Lin
OpenAI, creators of ChatGPT, announced a new artificial intelligence model named ‘Sora’ which can seemingly create photorealistic videos from user-inputted text prompts. ... By Justin Lin
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