SK Hynix $SKHX just announced plans to invest $38.1 Billion to build 2 new memory chip making plants "The South Korean tech giant announced a 35.2 trillion won investment in a fabrication plant, or fab, in Yongin called “Y2,” with 19.1 trillion won earmarked for a facility in Cheongju called “M17.”" - CNBC

$IMD 2.43m dyor 0xd34a99bc0f67ae1bbd63c660e6d0b0dd03e263b7 okx wallet: A launchpad that lets users "launch a token with one sentence using AI," combining Claude AI + Uniswap v4 Hooks + NFT Users chat with Claude and say, "Help me launch a token" or "Deploy this vibe-coded app to Ethereum." It automatically generates a crypto wallet locally, deploys an ERC-20 token on Ethereum mainnet for free, and automatically adds a Uniswap v4 bonding curve. After deployment, the token creator immediately starts earning 1% of every transaction fee, permanently No need to write contracts, prepare gas, add liquidity, or understand technical details. It is designed specifically for "vibe coders." Previously, ordinary people who wanted to launch a token or add a crypto economy to their small apps had to understand Solidity, deploy contracts, add liquidity, pay high gas fees, and were vulnerable to rug pulls. It was complex with a high barrier. Now it becomes "just say it to AI." Launch is free, anonymous, and creators continue earning, turning token issuance from a technical task into something as simple as posting a tweet Each new token launched through the tool has independent tokenomics: total supply of 1 billion. 49% for creators, unlocked linearly over 6 months; 51% for public pool, tradable immediately. Transaction fee is 2%, with 1% for the creator and 1% for the platform. Launch is completely free The token was originally called VIBE, but is now commonly known as IMD. Its main role is as a platform token. 1% of the 2% transaction fee from all tokens launched through the tool goes to the platform. The better the project develops, the more launches and trading activity, the more the platform earns, which benefits this token. Combined with the Identity MD NFT, the developer has released a free mint Identity MD NFT, possibly used for early trading priority, identity gating, and more Currently, the Uniswap v4 custom bonding curve hook is nearly complete, with an official announcement and liquidity migration coming soon In one sentence: "Free launch of a token with fair tokenomics and permanent fee sharing" — this entire package is the most comprehensive introduction to the project The above content is entirely my personal understanding and analysis (dyor). If you have other opinions, feel free to discuss them in the comments

Sony reported a 120.1 billion yen ($765 million) impairment loss on assets related to its 2022 acquisition of Bungie for FY2025. Of that amount, 88.6 billion yen ($565 million) was recorded in the fourth quarter. The write-down reflects lower-than-expected performance from Destiny 2 in sales and player engagement. Sony noted that it does not expect similar impairment losses in FY2026, which should positively contribute to growth in its Game & Network Services operating income.

META GREW ITS QUARTERLY GROSS PROFIT BY 1,612% OVER THE LAST 11 YEARS Here is a history of how much Gross Profit Meta Platforms $META has brought in every quarter since 2015 Q1 2015 - $2.9 Billion Q2 2015 - $3.4 Billion Q3 2015 - $3.8 Billion Q4 2015 - $5 Billion Q1 2016 - $4.5 Billion Q2 2016 - $5.5 Billion Q3 2016 - $6 Billion Q4 2016 - $7.8 Billion Q1 2017 - $6.9 Billion Q2 2017 - $8.1 Billion Q3 2017 - $8.9 Billion Q4 2017 - $11.4 Billion Q1 2018 - $10 Billion Q2 2018 - $11 Billion Q3 2018 - $11.3 Billion Q4 2018 - $14.1 Billion Q1 2019 - $12.3 Billion Q2 2019 - $13.6 Billion Q3 2019 - $14.5 Billion Q4 2019 - $17.6 Billion Q1 2020 - $14.3 Billion Q2 2020 - $14.9 Billion Q3 2020 - $17.3 Billion Q4 2020 - $22.9 Billion Q1 2021 - $21 Billion Q2 2021 - $23.7 Billion Q3 2021 - $23.2 Billion Q4 2021 - $27.3 Billion Q1 2022 - $21.9 Billion Q2 2022 - $23.6 Billion Q3 2022 - $22 Billion Q4 2022 - $23.8 Billion Q1 2023 - $22.5 Billion Q2 2023 - $26.1 Billion Q3 2023 - $27.9 Billion Q4 2023 - $32.4 Billion Q1 2024 - $29.8 Billion Q2 2024 - $31.8 Billion Q3 2024 - $33.2 Billion Q4 2024 - $39.5 Billion Q1 2025 - $34.7 Billion Q2 2025 - $39 Billion Q3 2025 - $42 Billion Q4 2025 - $49 Billion Q1 2026 - $46.1 Billion Q2 2026 - $49.5 Billion

META GREW ITS QUARTERLY REVENUE BY 1,616% OVER THE LAST 11 YEARS Here is a history of how much revenue Meta Platforms $META has brought in every quarter since 2015 Q1 2015 - $3.5 Billion Q2 2015 - $4 Billion Q3 2015 - $4.5 Billion Q4 2015 - $5.8 Billion Q1 2016 - $5.4 Billion Q2 2016 - $6.4 Billion Q3 2016 - $7 Billion Q4 2016 - $8.8 Billion Q1 2017 - $8 Billion Q2 2017 - $9.3 Billion Q3 2017 - $10.3 Billion Q4 2017 - $13 Billion Q1 2018 - $12 Billion Q2 2018 - $13.2 Billion Q3 2018 - $13.7 Billion Q4 2018 - $16.9 Billion Q1 2019 - $15.1 Billion Q2 2019 - $16.9 Billion Q3 2019 - $17.7 Billion Q4 2019 - $21.1 Billion Q1 2020 - $17.7 Billion Q2 2020 - $18.7 Billion Q3 2020 - $21.5 Billion Q4 2020 - $28.1 Billion Q1 2021 - $26.2 Billion Q2 2021 - $29.1 Billion Q3 2021 - $29 Billion Q4 2021 - $33.7 Billion Q1 2022 - $27.9 Billion Q2 2022 - $28.8 Billion Q3 2022 - $27.7 Billion Q4 2022 - $32.2 Billion Q1 2023 - $28.6 Billion Q2 2023 - $32 Billion Q3 2023 - $34.1 Billion Q4 2023 - $40.1 Billion Q1 2024 - $36.5 Billion Q2 2024 - $39.1 Billion Q3 2024 - $40.6 Billion Q4 2024 - $48.4 Billion Q1 2025 - $42.3 Billion Q2 2025 - $47.5 Billion Q3 2025 - $51.2 Billion Q4 2025 - $59.9 Billion Q1 2026 - $56.3 Billion Q2 2026 - $60.8 Billion

BREAKING: US investment-grade corporate bond funds posted -$7.1 billion in outflows last week, their largest weekly withdrawal since the 2020 pandemic. On Monday alone, these funds recorded -$8.2 billion in outflows, the biggest daily outflow in over 6 years. By comparison, during the 2022 bear market, weekly outflows peaked at -$6.5 billion. This comes as rising oil prices reignited inflation fears, while Alphabet's, $GOOGL, higher AI spending forecast on Wednesday intensified investor concerns over ramping CapEx. Meanwhile, the investment-grade corporate bond ETF, $LQD, has declined -2.8% since June 30th, to the 2nd-lowest level since September 2025, and is down -1.4% year-to-date. Investor appetite for corporate bonds is fading.

BREAKING: Physical gold-backed ETFs attracted +5.1 tonnes in inflows last week, the largest weekly inflow since mid-April. In Dollar terms, investors bought +$1.1 billion, also the highest since mid-April. This follows 4 consecutive weekly outflows, totaling -58.2 tonnes, or -$7.6 billion. This brings the total gold ETF holdings up to 4,086.3 tonnes, in-line with mid-January levels. By comparison, the all-time high was set in the last week of February, at 4,176.1 tonnes. At last week's gold prices, this stands at $549.1 billion, 22% below the record $701.7 billion. Gold ETF holdings are showing the first signs of a recovery.

CHUCK AKRE AND AKRE CAPITAL JUST UPDATED THEIR $6.1 BILLION PORTFOLIO This is what Chuck Akre owned as of the end of Q1 2026 🥇 Mastercard $MA : 2,280,000 🥈 Brookfield $BN : 17,030,000 🥉 KKR $KKR : 6,720,000 Moody's $MCO : 1,250,000 Visa $V : 1,640,000 Roper Technologies $ROP : 1,260,000 CoStar Group $CSGP : 10,350,000 Fair Isaac $FICO : 363,760 O'Reilly Automotive $ORLY : 3,890,000 Copart $CPRT : 8,000,000 Airbnb $ABNB : 2,030,000 CCC Intelligent Solutions $CCC : 31,510,000 Salesforce $CRM : 717,800 ServiceNow $NOW : 1,100,000 Goosehead Insurance $GSHD : 443,380 SOPHiA Genetics $SOPH : 3,720,000 American Tower $AMT : 50,770 Perimeter Solutions $PRM : 250,000 Berkshire Hathaway $BRK.B : 10,340 (Source @ralliesai)