Data Story
The numbers carry the story here. Charts and hard data drive the reporting, for readers who want the evidence laid out rather than just described.
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Sep- 2026 -14 SeptemberCapital
Japan’s biggest rate hike in 31 years tests Bitcoin’s independence
The Bank of Japan is expected to raise its policy rate to 1.25% on September 18, the highest since April 1995, while a $122.6 billion reduction in Japanese Treasury holdings…
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12 SeptemberTech & AI
China extracted 190 million Claude queries. US export controls missed it entirely.
Seven Chinese AI labs used fraudulent accounts and proxy networks to distill Anthropic's frontier model at industrial scale between May and July 2026, exploiting a policy gap that treats chips,…
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12 SeptemberTech & AI
South Korea’s chip exports just hit 47 percent. That’s a warning.
With semiconductors accounting for nearly half of all September shipments, the country's $1 trillion export milestone masks a dangerous dependency on five American hyperscalers' capital-expenditure decisions.
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8 SeptemberTech & AI
Samsung and SK Hynix hold less than 10 days of DRAM stock
HBM4 production consumes three times the wafer capacity of standard DRAM, pushing global DRAM revenue up 59.5% to $154.73 billion in Q2 while supply cannot respond for years.
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Aug- 2026 -29 AugustTech & AI
Indonesia’s new fiber grid is half-owned by its biggest rival
RAIA Grid launched 86,000 kilometers of wholesale backbone on August 26, but Indosat retains 49.7 percent while running a competing network, and control rests with the president's brother—a governance structure…
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27 AugustTech & AI
U.S. freight forwarder faces first enforcement for smuggling AI chips to China
Apex Logistics, a Singapore unit of Kuehne+Nagel, is under investigation for 47 shipments of Nvidia servers, while Taiwan indicted nine people for diverting 130 B300 chips through falsified documents.
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23 AugustCapital
Hong Kong’s $7.6 billion Indonesia bet masks a tariff evasion risk
Foreign direct investment from China and Hong Kong into Indonesia tripled to $11.5 billion in H1 2026, but the routing pattern raises questions about whether companies are circumventing US tariffs…
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19 AugustCapital
UAE cuts Iran trade as Hormuz crisis sends tech stocks tumbling
The 30-year Treasury yield hit 5.34%, its highest since 2007, as bond markets priced in sustained energy disruption and the Nasdaq fell 1.33% on repricing of AI-linked cash flows.
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18 AugustTech & AI
AI cloned the prime minister’s voice to steal $7.4 million from Australians
ASIC removed 19,400 fraudulent sites in a single year, yet deepfake videos of Anthony Albanese promising $40,000 monthly returns still convinced investors to hand over their savings.
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4 AugustEarth
El Niño is now a solar developer’s credit risk
India's solar generation surged 37% year-on-year, yet 473 million units were curtailed in one quarter as grid infrastructure lagged behind renewable build-out, forcing developers to price weather volatility into project…
