Palantir’s stock stages best week since 2024, showing it’s no longer an AI loser
Booming demand for Palantir’s AI solutions is restoring confidence in the company. Source：MarketWatch
Supply-chain legend Tim Cook finally meets his match with Apple’s memory crunch
Apple has found itself dealing with component shortages exacerbated by the AI boom, and the company is scrambling for solutions. Source：MarketWatch
Quantum Solutions, Hyperscale Data tap crypto treasuries to fund AI data centers
The firm’s board raised the sale cap to 4,375 ETH through Oct. 30, nearly 66% of June holdings, although 3,050 of its remaining ETH is pledged. Source：CoinDesk
Galaxy pledges $5M for developers quantum-proofing Bitcoin
Galaxy pledged up to $5 million in grants for developers working on Bitcoin’s quantum security and elected a council of quantumadvisory experts to research…
Tokenization's next use case is personalized portfolios, NYLIM executive says
Thomas Sy, head of multiasset solutions at the $800million asset manager, says blockchain can enable complex portfolio construction that's not yet possible in…
Positioning Builds the Empire, Pricing Determines Survival
In enterprise operations, two decisions carry disproportionate weight: where you stand in the customer's mind, and what you charge for the value you create.…
Serenity：OE Solutions或适合作为大型下游企业收购标的，拥有稀缺激光IP
6 月 23 日，Serenity 发文表示，其认为韩国光通信企业 OE Solutions（138080.KQ）最适合作为大型下游企业的收购标的。OE Solutions 当前市值约 2.15 亿美元，而其拥有稀缺的 EML/CW 激光 IP。从垂直整合角度看，类似 Source Photonics 或…