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Finance May 21, 2026 2 min read

Nvidia's board approved an $80 billion stock repurchase program on May 21 and raised the quarterly dividend 25-fold to $0.25 per share from $0.01. With $39 billion remaining under a prior authorization, Nvidia commands roughly $119 billion in total buyback capacity — one of the largest capital-return commitments in technology sector history. The announcement followed Q1 FY2027 results that beat analyst consensus on AI data-center GPU demand.

Finance May 17, 2026 1 min read

AI chip startup Cerebras Systems jumped nearly 70% on its May 15 market debut, closing with a market cap of roughly $95 billion — one of the largest opening-day valuations in U.S. IPO history. The blockbuster listing reignited investor interest in mega-private-company IPOs including SpaceX, OpenAI, and Anthropic, while signaling a credible rival to Nvidia's data-center dominance.

Finance May 16, 2026 1 min read

Anthropic has raised $30 billion in its latest funding round led by Dragoneer, Greenoaks, Sequoia Capital, and Altimeter Capital — each contributing at least $2 billion — lifting its valuation to $900 billion and overtaking OpenAI's $852 billion private-market valuation. The company's annualized revenue has reached approximately $45 billion, a fivefold increase from the $9 billion pace at year-end 2025.

Finance May 15, 2026 1 min read

Alibaba Group posted an operating loss of CNY 848 million in its FY2026 results announced May 14 — its first operating loss in at least four years. Revenue of CNY 243.4 billion grew 3% YoY but missed the CNY 247.2 billion consensus. Bloomberg Intelligence estimates Alibaba is directing ~90% of e-commerce revenue into its Qwen AI model. $BABA fell 3.22% to $141.12 on the day.

Finance May 14, 2026 2 min read

South Korea's KOSPI closed at a record 7,981.41 on May 14, its second consecutive all-time high, bringing the 8,000-point threshold within 0.24%. Samsung Electronics and SK Hynix led the rally as Nvidia's H200 China export authorization spotlighted Korean HBM suppliers as direct beneficiaries; the National Pension Service added roughly ₩50 trillion (~$36 billion) in two weeks.