IndustryMichael Burry Takes Short Position on Micron, Flags End of AI-Driven RallyMichael Burry opened a short position against Micron Technology on July 1, expressing skepticism about the sustainability of the recent AI-driven rally that lifted memory-chip stocks.3 min read
IndustryNVIDIA CEO Jensen Huang to Auction Iconic Black Leather Jacket to Fund Young ResearchersNVIDIA co-founder and CEO Jensen Huang is auctioning his signature black Tom Ford leather jacket through Sotheby's, with proceeds directed to the Edge Institute to support temporary residencies, scholarships and research positions for technologists and scientists.2 min read
IndustryGoldman Sachs Warns Russell 2000's AI-Driven Rally May Be Nearing an EndGoldman Sachs analysts say the Russell 2000’s roughly 20% year-to-date gain—which has outperformed the Nasdaq 100—has been driven largely by an AI-related infrastructure investment wave reaching smaller firms.2 min read
IndustryEroding confidence in memory-chip makers raises questions about AI infrastructure stabilityThe latest episode of the Portfolio Checklist examines signs of weakening investor confidence in memory-chip manufacturers and whether this poses a broader risk to the AI-infrastructure narrative.2 min read
IndustryGoogle DeepMind and A24 Launch Long-Term Research Partnership to Explore AI in FilmmakingGoogle DeepMind and A24 announced a multi-project, research-driven collaboration intended to integrate advanced AI work directly into the film creative process.2 min read
IndustryOECD: Digitisation, AI and Procurement Key to Better Use of Public MoneyJános Bertók, Deputy Director for Public Governance at the OECD, says the main administrative burden for businesses comes from reporting and permitting processes rather than regulatory compliance itself, and that digitalisation and AI can substantially reduce these frictions.4 min read
IndustryAI Demand and Data Centers Drive Emissions Rise at Google and AmazonGoogle and Amazon reported notable increases in their greenhouse gas emissions this week, driven largely by expanding AI workloads and related data center investments.4 min read
IndustryBrowsers Evolve into Personal AI Assistants as New Competitors ArriveThe browser market in 2026 is shifting from simple web navigation toward browsers that act as AI assistants capable of performing tasks on users’ behalf.6 min read
IndustryMost Hungarian workers do not feel their jobs are threatened by AI, survey findsA June 22, 2026 Europion survey of 1,600 people found that a clear majority of Hungarian workers do not consider their jobs replaceable by artificial intelligence: 49% say their role is not at all replaceable and 33% 'rather not.' Only 18% feel at least partly replaceable.4 min read
IndustryAI euphoria, SpaceX volatility and bond demand: investors weigh risks and reallocationsIn a recent Invest episode, Portfolio analysts Nagy Viktor and Vidovszky Áron discussed market dynamics driven by artificial intelligence optimism, extreme moves in SpaceX securities and large-scale chip investments.3 min read
IndustryMeta says AI agents lag as company continues restructuringMeta CEO Mark Zuckerberg told employees that the company’s AI agents are progressing more slowly than expected, after a May reshuffle that cut about 10% of staff and moved roughly 7,000 people into AI teams.2 min read
IndustryNvidia's closed-loop cooling could cut data center water and energy useNvidia introduced a closed-loop liquid cooling system for its Rubin chips that circulates coolant at about 113°F and returns it at about 131°F.2 min read
