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머스크가 텍사스 사막에 반도체 공장을 짓는다… 테라팹, 최대 119조 원 프로젝트

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

May 11, 2026, 01:05

US Stocks

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

May 11, 2026, 00:27

솔라나에 '월가식 광섬유망' 까는 프로젝트… 더블제로(DoubleZero)가 노리는 것

Crypto

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

May 10, 2026, 18:34

TVL 20억 달러가 레이어제로를 떠났다… 체인링크 CCIP, 크로스체인 표준 경쟁 새 국면

Crypto

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

May 10, 2026, 15:13

US Stocks

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

Zcash +1,500% YTD: Multicoin's Bet, Hayes' $8,000 Target, and the Privacy Thesis

Zcash is up 1,500% YTD with a $9.5B market cap, overtaking Monero. Multicoin's position disclosure, a Grayscale spot ETF filing, and Hayes' $8,000 target compounded the move. The dominant risk: the entire ECC core dev team has resigned.

Bitcoin Crosses $80K: BNY Mellon Custody, Record IBIT Inflow, CLARITY Act Markup

Bitcoin pushed through $80K. BNY Mellon launched Abu Dhabi custody, BlackRock IBIT printed record inflows, and the Senate marks up the CLARITY Act on May 14 — institutional adoption is hardening.

IBIT

May 10, 2026, 03:12

US Stocks

After the S&P 500, Now the Nasdaq 100: Lumentum (LITE) Confirms the AI Optics Supercycle

Lumentum joins the Nasdaq 100 on May 18. FQ3 2026 revenue +90%, $400M OCS backlog, CPO deliveries scheduled for 2027. Consensus target sits above $1,100.

Vance 45% vs Rubio 18%: Why 2028 GOP Prediction Markets Disagree With Polls

On Kalshi, Rubio crossed Vance to take 2028 #1 at 18%. Polls still show Vance leading by 30 points, but Trump is backing neither.

Buffett's Lifelong Tech Aversion Ends: Berkshire's McLane Goes Live with Autonomous Trucks

Berkshire Hathaway subsidiary McLane has launched fully driverless long-haul trucking operations with Aurora Innovation (AUR). The SAE Level 4 system will scale to 200 trucks by year-end; AUR shares surged over 10% on the news.

Gold Hits $4,730/oz — The Paradox of the 'Safest Asset' Forged by America's Debt Bomb

Spot gold is trading at $4,730 per ounce. U.S. debt exceeding $36 trillion, central bank purchases of 1,237 tonnes annually, and a weakening dollar are all converging. JPMorgan targets $5,000 and Morgan Stanley targets $5,200.