Special Reports
We read several stories together and lay out the threads and open questions that are easy to miss.
Latest report
Daily Special Report
The day looks less like a single headline and more like a transition period: AI is moving from demos to workflows, chips and robots are still constrained by geopolitics, and markets are pricing in both earnings resilience and macro volatility. The next watchpoints are regulation, physical-world automation, and who can turn AI into durable revenue.
Read the full report- AI & Agentic SoftwareAgentic software is moving from novelty to workflow infrastructure. The set spans tabular foundation models, multimodal codecs, corpus relevance, RAG design, agent memory, and model-specific products from OpenAI, SKT, Krafton, Kimi, Cursor, and LearnVector.
- Semiconductors & Advanced HardwareThe semiconductor story is increasingly about the stack, not just the transistor. Huawei's long-run chip math, TGV glass substrates, HBM4, 321-layer NAND, and domestic GPU adaptation all point to a market where packaging and memory matter as much as headline process nodes.
- Robotics, Mobility & Physical AIPhysical AI is clearly past the concept stage. Internet giants, robotaxi pilots in London, personal eVTOL, embodied AI funding, and the World Robot Conference all show that robotics is becoming an investable product category.
- Security, Regulation & AI GovernanceThe risk surface is widening. Worker petitions about slowing AI, nudify-app fights, healthcare warnings, and the AI robot Sally controversy all point to a society asking for more restraint.
- Markets, Finance & Corporate EarningsMarkets are being pulled in opposite directions. The KOSPI slump, Bank of Korea commentary, and tighter debt or ETF rules show policy trying to stabilize a nervous tape, while semiconductor earnings still provide some downside support.