‘Largest Corporate Bitcoin Holder’ Strategy Faces Risk of Removal From Major MSCI Indexes Bitcoin Value Plunges, mNAV Falls Below 1, Fueling Fears of Large-Scale Selling Rising Odds of Japan Rate Hike This Month Point to Further Bitcoin Price Declines

Fed Governor Stephen Miran says the U.S. may need more rate cuts No. 2 at the Fed calls the stance “appropriate,” while others argue for holding rates U.S.

China’s J-10C falters in maneuvering against India’s Rafale fighters In May, Rafales were reportedly downed by Chinese-made jets and missiles Global arms demand looks for new suppliers, with some shifting toward South Korea The competit

China’s Vanke faces a default scare after creditors reject a debt-extension plan China’s property market stays in a deep chill—transactions freeze, prices slide, listings pile up Beijing vows to build a “strong domestic market,” doubling down on stimulus

China’s AI sector leans on open-source models to boost access and flexibility “Always guessing, even when unsure”: hallucinations remain a stubborn flaw As performance converges, trust goes to firms that rein in AI hallucinations China is incr

SK On and Ford to run plants independently after dissolving BlueOvalSK GM halts LG Energy Solution joint plant as U.S.

Korea’s chip exports to China have shrunk dramatically over the past few years China’s fast-growing semiconductor ecosystem keeps pushing for self-reliance, even as the U.S.

Germany widens defense buildup, pours funds into space security “If the ranks fall short, conscription is an option”—selective draft model planned Across Europe, the race to secure troops and weapons intensifies Europe’s rearmament is gathering pace

Third Revision of Korea’s Commercial Act Unveiled — Mandatory Treasury-Share Cancellation at the Core Business Groups Scramble for Workarounds on Treasury-Stock Rules, but Run Into Limits “No More Loopholes” — Regulators and Markets Respond Coldly

U.S. Congress Adds NDAA Curbs on Troop Cuts in Korea and Europe Trump Team Presses Allies to Shoulder More of the Security Burden Cutting Overseas U.S. Forces Could Ultimately Backfire The U.S.

Experts and Markets Align on a December Rate Cut Private-Sector Employment Data Deteriorates Sharply as Inflation Stays Relatively Steady If the Russia–Ukraine War Winds Down, Inflation Could Ease Further The Federal Reserve is increasingly

amsung Gains as AI Drives a Looming Shortage in Commodity DRAM Micron and SK hynix Also Accelerate Portfolio Shifts China’s CXMT Steps Up DDR5 Development to Boost Competitiveness The global memory-chip market is projected to sustain explosive g

Alibaba launches ‘Quark’ AI smart glasses in China With the smart-glasses market surging, could mobile’s dominant form factor be about to change? The technology is also driving meaningful innovation in medical settings

Michael Burry, the Real-Life Investor Behind The Big Short, Bets on Another Market Downturn He Shuts Down His Hedge Fund and Repositions Himself as a Market Analyst and Blogger Big AI Firms Reject the “Bubble” Narrative, Calling It a Natural Phase of Technological Revolution

China Moves to Push Out U.S.-Made AI Chips Like Nvidia’s China’s AI Chip Industry Advances Quickly, but Supply Remains Unstable Trump Signals Tighter Export Controls — Nvidia Braces for a Major Market Loss China is accelerating its push for

U.S.

TSMC CEO: “Market Demand Is Far Beyond What We Can Handle” Company Plans to Expand Leading-Edge 2nm Fabs From Seven to Ten to Meet Demand Samsung and Intel Raise Their 2nm Capabilities, Setting Up a Direct Challenge to TSMC Global foundry lead

Book by Bloomberg Journalist Reveals: “ASML Offered to Share Inside Information on Its China Factory With the U.S.” China, Struggling to Improve Lithography Technology, Has Even Damaged ASML Tools While Attempting Reverse Engineering Global Chip-Equipment Makers Can’t Ignore China Sales Despite U.S.

European Countries Rapidly Expand Defense Spending Fiscal Deterioration and Stagnant Growth Raise Alarms Over Economic Security U.S.

First U.S. Jobs Data Released Since the Shutdown Sends Mixed Signals AI-Driven Job Shock, Fewer Immigrants, and Budget Cuts Push Unemployment Higher “Hold or Cut?” — Opinions Split on the Federal Reserve’s Next Rate Move The U.S.