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Fabhosted @fabhosted
Joined October 2013
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Asian tech stocks slump as AI trade unwinds, US rate-cut delays, and chip sector weakness trigger a broad risk-off move across global markets. See more: fabiotongson.com/asia-tech-s…
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Foreign investors are pulling billions from Korea even as the Kospi hits strong highs, driven more by index constraints than sentiment shifts. Domestic buying is filling the gap. See more: medium.com/@fabiotongson/for…
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Live music is splitting into two markets: stadium shows selling out fast, while mid-tier tours struggle as prices rise and fans become more selective. See more: fabiotongson.com/concert-pri…
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Gen Z is reshaping the beverage industry. Hard seltzers are losing momentum while iced teas, still cocktails, and fizz-free energy drinks surge in popularity. See more: medium.com/@fabiotongson/why…
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Berkshire Hathaway just reshaped its portfolio under Greg Abel: massive Alphabet buildup, major exits across Visa, Mastercard, and others, plus a surprise return to Delta. A sharper, more concentrated strategy is emerging. See more: fabiotongson.com/berkshire-h…
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Cerebras’ explosive IPO shows Wall Street’s priorities have changed. AI firms are attracting massive capital while traditional tech startups struggle for investor attention. See more: medium.com/@fabiotongson/cer…
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China’s EV battle is shifting from price cuts to AI-driven features, but rapid tech adoption is making differentiation harder. See more: medium.com/@fabiotongson/chi…
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Reddit is turning human conversation into a high-value asset in the AI economy, with strong growth, minimal costs, and rising demand from major tech players. See more: fabiotongson.com/reddit-emer…
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SoftBank is preparing a US IPO for Roze, a 100B AI infrastructure company focused on data centers and robotics. The move could reshape how AI expansion is financed. See more: fabiotongson.com/softbank-pl…
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AI spending is exploding, but investors are drawing a line. Alphabet gains on clear AI revenue paths while Meta slides despite strong growth, highlighting a widening monetization gap in Big Tech. See more: medium.com/@fabiotongson/big…
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Hollywood’s new AI-powered studio model is here. Innovative Dreams combines virtual production, LED stages, and generative AI to cut filming time from weeks to days. See more: fabiotongson.com/hollywood-a…
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AI is reshaping the workforce faster than expected. Meta, Microsoft, Amazon, Oracle, and Nike are cutting thousands of jobs while spending billions on AI infrastructure. See more: medium.com/@fabiotongson/ai-…
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Meta is now tracking employee computer activity to train AI models, aiming to build smarter digital agents while raising internal privacy concerns. See more: fabiotongson.com/meta-expand…
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Amazon enters the GLP-1 weight loss space with integrated care, transparent pricing, and same-day drug delivery. Healthcare distribution is becoming the real competition. See more: fabiotongson.com/amazon-expa…
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SpaceX locks in a $60B option on Cursor, signaling a serious push into AI coding tools. The race to dominate developer platforms is accelerating. See more: medium.com/@fabiotongson/spa…
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AI is exposing vulnerabilities faster than companies can fix them. JPMorgan warns tools like Anthropic’s Mythos are both a defense advantage and a growing cyber risk. Learn more: medium.com/@fabiotongson/ai-…
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ASML beats Q1 expectations and raises its 2026 outlook as AI demand drives a global chip capacity race. Supply still lags demand, pushing major players to accelerate expansion. Read more: fabiotongson.com/asml-raises…
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Daraxonrasib shows major survival gains in pancreatic cancer Phase 3 trial, cutting death risk by 60% and doubling median survival. A potential shift in treatment standards is underway. See more: medium.com/@fabiotongson/dar…
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Oracle strengthens its AI infrastructure strategy with a major Bloom Energy deal, securing scalable power while unlocking a potential 300M gain from equity positioning. Read more: fabiotongson.com/oracle-secu…
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CoreWeave deepens its grip on AI infrastructure with an Anthropic deal, just days after a $21B Meta commitment. Compute capacity is becoming the real battleground. Read more: fabiotongson.com/coreweave-e…
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