Reading List

The most recent articles from a list of feeds I subscribe to.

Shares of Insilico rose 45% in their Hong Kong trading debut after the AI drug discovery startup raised $293M in an IPO; Insilico reported $85M+ in 2024 revenue (Bloomberg)

Bloomberg:
Shares of Insilico rose 45% in their Hong Kong trading debut after the AI drug discovery startup raised $293M in an IPO; Insilico reported $85M+ in 2024 revenue  —  Insilico Medicine Cayman TopCo shares rose on their trading debut in Hong Kong after raising $293 million in an initial public offering.

Samsung, up 125%, and SK Hynix, up 268%, accounted for nearly half of the 76% gain in South Korea's Kospi, the world's best-performing major stock index in 2025 (Youkyung Lee/Bloomberg)

Youkyung Lee / Bloomberg:
Samsung, up 125%, and SK Hynix, up 268%, accounted for nearly half of the 76% gain in South Korea's Kospi, the world's best-performing major stock index in 2025  —  South Korea's stock market renaissance in 2025 was one for the history books.  Buoyed by world-beating gains in arms exporters …

Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026 (Wall Street Journal)

Wall Street Journal:
Driven by the AI boom, chipmakers posted $400B+ in sales in 2025; FactSet projects revenue for Nvidia, Intel, Broadcom, AMD, and Qualcomm to reach $538B in 2026  —  Nvidia leads the pack, but faces increasing competition and supply-chain challenges  —  Driven by the explosive growth …

Meta says it will continue to operate and sell the Manus service, and Manus' talent will join Meta to deliver agents across Meta products, including Meta AI (Meta)

Meta:
Meta says it will continue to operate and sell the Manus service, and Manus' talent will join Meta to deliver agents across Meta products, including Meta AI  —  We are excited to announce that Manus is joining Meta to bring a leading agent to billions of people and unlock opportunities for businesses across our products.

UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors (Financial Times)

Financial Times:
UK-based Octopus Energy reaches a deal to sell about $1B of equity in Kraken Technologies, its tech spin-off, at an $8.65B valuation to a syndicate of investors  —  Investors including D1 Capital Partners, Fidelity and Ontario Teachers' Pension Plan to purchase $1bn in equity