Wednesday, Jun 17, 2026
53%. South Korea Just Posted an Export Number That Belongs in a History Book
South Korea’s export data for May arrived on Monday morning and it is the kind of number that requires a…
SoftBank Is Betting €75 Billion on France. Masayoshi Son Has Bet This Way Before
SoftBank Group announced on Friday that it plans to invest up to €75 billion, approximately $87 billion, to expand data…
Gemini Spark Works. Google Just Made It Confusingly Unnecessary to Name It
Google announced Gemini Spark at its annual developer conference in May, and the product that CEO Sundar Pichai joked would…
Lenovo Just Doubled in a Month. The 1999 Comparison Should Give Investors Pause
Lenovo Group recorded its best monthly stock performance since 1999 in May 2026, with shares gaining 105% over the month…
Glean Hit $300M. Now Read the Small Print on What That Number Actually Means
Glean, the enterprise AI search company often described as the Google for corporate knowledge, announced on Thursday that it has…
577 vs. 42: Texas Just Published the Scoreboard Waymo Wanted and Tesla Didn’t
Texas launched a new online autonomous vehicle registration tracker on May 28, the first day a state law requiring AV…
Asana Bought What It Could Have Built. That’s the Point
Asana announced after market close on Thursday that it has acquired Stack AI, a Y Combinator Winter ’23 startup that…
Costco Beat Again. At 53x Earnings, the Real Question Is When That Changes
Costco Wholesale reported fiscal Q3 2026 results after the close on Wednesday that beat on every major line – revenue,…
Japan’s Semiconductor Materials Crown Jewel Is Back on the Market. AI Inflated the Price
Japan Investment Corp (JIC), the state-backed fund overseen by the Japanese trade ministry, is considering selling JSR Corp, the maker…
NIO’s CEO Just Said the Quiet Part Loud: China’s Auto Industry Peaked
William Li, chief executive of Chinese electric vehicle maker NIO, told reporters in Beijing on Thursday that China’s auto industry…
AlphaRaccoon, the DOJ, and Why Prediction Markets Are Not the Gray Zone They Used to Be
The U.S. Justice Department charged Google software engineer Michele Spagnuolo with insider trading on Tuesday, alleging he made $1.2 million…
Boeing Passed the FAA’s Capstone. Now the Real Test Is Whether 47 Holds
Boeing CEO Kelly Ortberg used the Bernstein Strategic Decisions Conference in New York on Wednesday to deliver the clearest positive…
Chip Wilson Got His Board Seats. Now Lululemon Has to Fix the Actual Problem
Lululemon Athletica reached a settlement with founder Chip Wilson on Wednesday that ends a five-month proxy contest, and the resolution…
700 People Applied to Herd Sheep in Inner Mongolia. Read That Again
In late April, Chinese farm owner Zuo Xiaoyong posted a job ad for two shepherds to work in the remote…
India’s GCCs Are Building AI-Powered IP Engines. The Patent Office Hasn’t Caught Up
Global companies now treat their Indian technology hubs as innovation centers rather than back-office operations, and executives from Daimler Truck,…