U.S. White House: "China's Moonshot AI Committed Large-Scale Theft of Anthropic AI Technology"
The U.S. White House has publicly claimed that Chinese artificial intelligence (AI) company Moonshot AI illicitly utilized core technologies from American AI company Anthropic on a large scale. The U.S. government believes Chinese companies replicated the performance of American AI models through a "distillation" technique and leveraged Nvidia's advanced AI servers, signaling an escalation in U.S.-China AI technology conflicts.
2026.07.24
Tesla's Market Cap Dominates Despite Sluggish Sales, Investors Bet on AI and Robot Future
Tesla's market capitalization has reached a level difficult to explain by automotive sales volume or operating profit alone. Wall Street has bet on Tesla's potential to transform its business structure through autonomous driverless taxis, humanoid robots, and AI technology, and analysts assessed that this future premium has translated into valuations that dominate automakers worldwide.
2026.07.23
Intel Rides AI Rally: Q2 Earnings as Stock Price Watershed Moment
Intel's Q2 earnings report has emerged as a watershed moment to gauge the sustainability of the stock price, which has surged 185% this year on AI tailwinds. Expectations have grown that revenue growth will accelerate with expanded AI infrastructure investments and recovering CPU demand. However, analysts warn that if the company fails to secure new foundry customers and improve profitability, the stock price—which has already priced in AI optimism—could face a correction.
2026.07.23
IBM Mainframe Sales Plunge 42%...Annual Growth Outlook Lowered
IBM has lowered its annual revenue growth forecast due to a sharp decline in mainframe sales for data centers and delays in signing major contracts. While expanded artificial intelligence (AI) infrastructure investments have served as a growth driver for semiconductor and cloud companies, corporate customers have redirected their traditional data center equipment budgets toward AI servers and memory, which has instead become a burden for IBM, according to analysts.
2026.07.23
Trump's Tariff Policy Restarted, Global Trade Uncertainty Grows
U.S. President Donald Trump's tariff policy is entering a new phase. According to the Wall Street Journal (WSJ) on the 21st (local time), the Trump administration plans to restructure its tariff system this week based on new legal grounds while ramping up trade negotiations with North American trading partners including Canada and Mexico.
2026.07.23
AI Infrastructure Prospect CoreWeave Faces Growth Opportunities and Short-Term Debt Pressures
CoreWeave is a company established to build new cloud infrastructure required in the AI era, aiming for comprehensive redesign spanning infrastructure, software, and financial structures. Subsequently, the company has recorded rapid growth based on strategic partnerships with NVIDIA and long-term contracts with major clients including Microsoft, Meta, and Jane Street.
2026.07.22
U.S. AI Industry Warns of Chinese AI Model Proliferation…Intensifying Regulatory Dispute Over 'Low-Cost AI'
The U.S. artificial intelligence (AI) industry and policy authorities are closely monitoring the rapid rise of Chinese AI models. Leading American AI companies such as OpenAI and Anthropic are warning that China's low-cost, high-performance AI models could pose a threat to national security and industrial competitiveness. However, some critics have raised concerns that this represents market-driven protectionism.
2026.07.21
Trump Imposes Additional 50% Tariffs on Some Canadian Products
U.S. President Donald Trump has decided to impose an additional 50% tariff on certain Canadian products, escalating trade tensions between the United States and Canada. The move was announced amid ongoing renegotiations of the U.S.-Mexico-Canada Agreement (USMCA), and is expected to have a significant impact on bilateral negotiations between the two countries.
2026.07.21
BlackRock Leads $12 Billion Fundraising for Meta's Texas AI Data Center
BlackRock, the world's largest asset management firm, is leading a fundraising effort of at least $12 billion (approximately 17.755 trillion won) for the construction of Meta Platforms' new AI data center. As AI infrastructure competition intensifies, analysis shows that global investment institutions are accelerating their efforts to incorporate data centers as core investment assets.
2026.07.21
Samsung Electronics downsizes workforce ahead of U.S. headquarters relocation
Samsung Electronics has implemented workforce reductions focused on its U.S. consumer appliance business. The measure was carried out within Samsung Electronics America (SEA), which handles consumer products including displays, smartphones, and home appliances, with employees in New Jersey and Texas regions reportedly affected.
2026.07.20
U.S. Defense Department Procures Weapons from Defense Startups...Budget and Vested Interest Barriers Remain
The U.S. Department of Defense is accelerating the development of advanced defense startups by reorganizing its defense industry procurement system. According to the Wall Street Journal on the 19th (local time), since Defense Secretary Pete Hegseth took office, weapon procurement regulations have been substantially revised and contract opportunities for new companies have been expanded, driving massive investment funds into the defense technology ecosystem.
2026.07.20
PayPal Surges Nearly 19% on $53 Billion Acquisition Rumors
PayPal, a US fintech payment company, surged nearly 19% in pre-market trading following reports of a joint acquisition proposal worth $53 billion (approximately 78.73 trillion won) by fintech startup Stripe and global private equity fund Advent International.
2026.07.16
OpenAI at IPO Crossroads…Listing Timing Dilemma Deepens
OpenAI faces a predicament ahead of its IPO. Just a year ago, news of OpenAI's listing generated intense interest on Wall Street, and massive financial losses or doubts about management were not major obstacles.
2026.07.15
UAE, which coordinated with US in operations against Iran, secures American AI semiconductors
The United Arab Emirates (UAE) has significantly expanded its access to American artificial intelligence (AI) semiconductors in return for its recent support of U.S. military operations against Iran. According to the Wall Street Journal (WSJ) on the 14th (local time), the UAE conducted dozens of airstrikes against Iran, intercepted hundreds of missiles, and played a crucial role in maintaining crude oil transportation through the Strait of Hormuz.
2026.07.15
IBM Loses $69 Billion in Market Value in a Day…Amid AI Investment Fallout
IBM took a historic hit due to expanded artificial intelligence (AI) infrastructure investments. According to the Wall Street Journal on the 14th (local time), IBM's stock price plummeted more than 25% on the day, losing $69 billion (approximately 102.87 trillion won) in market value in a single day. This marks the largest single-day decline in IBM's history.
2026.07.15
Fed Chair Powell: "No Tolerance for Inflation"...Reaffirms Price Stability
Kevin Powell, chairman of the U.S. Federal Reserve (Fed), stated on the 15th (local time) during a House Financial Services Committee hearing that the Federal Reserve is committed to bringing inflation back to its target level. He emphasized that Federal Open Market Committee (FOMC) members "will absolutely not tolerate persistently high inflation," according to the Wall Street Journal (WSJ).
2026.07.15