This Week in AI (Sep 20-26): Opus 5.5 and GPT-6 Launch Cheaper; Data Center IPO Delays
This week in AI: Anthropic and OpenAI cut frontier-model costs, Grok 4.7 entered major coding channels, and financing stress hit infrastructure.
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SoftBank (9984 JP) Tactical Outlook After 15% Weekly Drop, Going Into August 6 Earnings Release
​Softbank Group (9984 JP) last week experienced a high-volatility, -15% pullback. This could be a BUY opportunity if macro concerns over AI...
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Softbank Group (9984 JP): Synthetic Expert Call Transcript (13 Jul 2026)
Portfolio Concentration and Credit Risk: SoftBank’s balance sheet is increasingly exposed to specific asset risk, with its ¥40.06 trillion Net...
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Aequitas: SK Hynix ADR Listing - Part 1 - Early Look at the US$10-15bn Offering
SK Hynix (000660 KS) (SKH), a leading global memory producer, aims to raise over US$10bn via an ADR listing. As per media reports, it has filed...
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Japan Equities: Volatility Spike and Dispersion Create Options Opportunities
This note presents a cross-sectional approach to identifying options strategies in Japanese equities, set against a backdrop of market pullback and...
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