Worsening NVIDIA Earnings Quality
The market waited with bated breath as NVIDIA released their quarterly earnings yesterday on 19th November, 2025. To almost no one’s surprise, they...
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CX Daily: China’s Tech Sector Catches AI Funding Fever
China’s Tech Sector Catches AI Funding Fever Fueled by the dizzying valuations of U. S. tech giants, a parallel capital...
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Nvidia paid Lumentum $2 billion for lasers, because silicon cannot make light
Lumentum makes the tiny lasers that turn data into light, so AI chips can talk to each other across a data centre. Those lasers have to be grown...
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TSMC's chief says the AI bottleneck is its factories, not the power grid
Almost every advanced AI chip, whoever designs it, is made by one company, TSMC, mostly in Taiwan. Its chief executive says those factories, not...
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CX Daily: China’s Auto Industry Braces for a Bumpy 2026
In Depth: China’s Auto Industry Braces for a Bumpy 2026 Chinese Province Tightens Rules on Offshore Bond Issuance by State Firms China’s December...
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