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All Inteliview news, insights, and analysis in chronological order.

Iran Threatened to Cut Undersea Cables — The Internet's Throat Runs Through Hormuz

Iran has signaled both cable destruction and tolls on lines through the Strait of Hormuz. More than 95% of global internet traffic moves over submarine cables. We unpack the structural beneficiaries — Starlink, AST SpaceMobile, and the UAE bypass pipeline.

ASTS

2026년 5월 11일

Topics US Stocks

Musk Is Building a Semiconductor Plant in the Texas Desert — Terafab, a $119B Program

SpaceX filed for up to a $119B Terafab program in Grimes County, Texas. Intel joined as the first external 14A customer, and Wedbush picks ASML, KLA, and Applied Materials as the equipment beneficiaries.

From a Few Cents to $0.37 — Why TRX Has Been Grinding Up for Six Years

Tron is up six years running on a 50.2% USDT share and Q1 protocol revenue ranked #2. Justin Sun's father completed a Nasdaq backdoor — and at the same time a lawsuit war with the Trump family's WLFI is the swing factor.

Alphabet (GOOGL) at $4.8T — One Step from Overtaking Nvidia for #1

Alphabet is up 43% in six months, closing the gap with Nvidia. The thesis: a full-stack AI position from TPU (projected $25B by 2027) to Gemini and an Anthropic stake. Berkshire bought in too.

Yale Law M&A Attorney Sold 30 Deals' Worth of Inside Information Over 10 Years

The DOJ and SEC charged 30 people in a global insider-trading conspiracy staged across six BigLaw firms. An attorney accessed firm systems while on leave and sold information on 30 deals, including the Amazon-iRobot acquisition.

AMZN

2026년 5월 11일

Yale Law M&A Attorney Sold 30 Deals' Worth of Inside Information Over 10 Years

Topics Crypto

The Project Laying 'Wall Street-Style Fiber' Across Solana — What DoubleZero (2Z) Is Going After

DoubleZero is replacing Solana validator traffic on the public internet with private fiber. 24.85% of mainnet stake on the network, Jump and DRW joined, and Lambda256 Nodit became the first APAC connection.

SOL

2026년 5월 10일

The Project Laying 'Wall Street-Style Fiber' Across Solana — What DoubleZero (2Z) Is Going After

Insights Deep Dive

Where to Look If You're Investing in Solana — The 2026 Ecosystem in 10 Axes

A 10-axis breakdown of the Solana ecosystem — DeFi, RWA, stablecoins, AI agents, DePIN, and more. Why DEX volume leads all chains and why Visa and BlackRock run production on Solana.

$2B in TVL Just Left LayerZero — Chainlink CCIP Reframes the Cross-Chain Standards Race

KelpDAO, Solv, and Re — combined ~$2B in TVL — migrated from LayerZero to Chainlink CCIP. The April $290M exploit was the trigger; ZRO also faces sell pressure from a strategic-partner Binance transfer.

KOSPI Up 78% YTD: Global Capital Just Rotated Into Asia

KOSPI is up 78% YTD, among the world's best-performing markets. The AI-hardware supply chain — Samsung Electronics, SK hynix, TSMC — is doing the heavy lifting. JPMorgan calls Taiwan the most efficient AI exposure.

Insights Earnings Brief

Visa, Berkshire & Expedia in Focus — Weekly Earnings Season Roundup

Expedia beats EPS consensus by $0.55, Visa delivers a Q2 earnings beat with crypto expansion, and Berkshire Hathaway closes out a 13-quarter consecutive streak — key earnings highlights all in one place.

Qualcomm CEO: "We're Building Secret Devices With Almost Every AI Company." OpenAI's First Hardware May Run on Qualcomm Silicon.

Qualcomm CEO Amon said the company is building secret AI wearables with OpenAI, Meta, and others. The OpenAI chip report drove a 13% stock pop. Amon sees agent-device mass adoption in 2027–2028.

QCOM

Nasdaq 100's Top 10 Are Hotter Than the Dotcom Peak — 784% vs 622% Average

BTIG data shows the Nasdaq 100's top-10 1-year average return at 784%, above the 2000 dotcom peak (622%). SanDisk's ~4,000% surge skews the headline higher; memory and storage dominate the top of the list.