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The box office revenue of commercial performances in China reached 30.408 billion yuan (around 4.49 billion U.S. dollars) in the first half of 2026, up 9.41% year on year, with audience numbers topping 98.8 million, up 5.28% from the same period last year, according to the China Association of Performing Arts.
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$INTC and $AMD to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources.
- Month-on-month increases topping 10% for some products
CPUs were already a bottleneck, following CPU ratios due to AI inference...
But the broader trend of LTAs seems to be appearing from:
- Memory, with $MU, Samsung, $SNDK, and SK Hynix signing DRAM/NAND LTAs.
- Photonics, with $LITE, $COHR signing EML LTAs. And recent Trendforce reports that $AMD and hyperscalers are now pursuing CW LTAs.
And I'm sure there's many more from MLCCs to all the way to substrates.
+1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
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Launch Dog now available at Tesla Diner 🌭
– Premium all-beef Snap-O-Razzo loaded hotdog
– New School American cheese sauce
– Crispy potato sticks & signature toppings
...served in Starship rocket box 🚀
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AI robots work in cotton fields across NW China’s Xinjiang — spraying, weeding, and topping plants. All automated, no human in sight.
SpaceXAI's Grok 4.5 takes the #1# spot on AutomationBench-AA with a score of 51%, ahead of Claude Fable 5 (49%) and Claude Opus 4.8 (48%) at roughly a quarter of their cost per task - the first model to complete more than half of workflow objectives without breaking any business rules
AutomationBench-AA, our independent leaderboard for @zapier’s AutomationBench, tests whether AI agents can automate real SaaS workflows while adhering to business rules. The test set is private to prevent contamination.
Models complete 657 tasks across 40 simulated app environments including Gmail, Google Sheets, Slack, Salesforce, and HubSpot, and the headline score is the share of objectives completed without violating any guardrails.
Key takeaways:
➤ Grok 4.5 completes more objectives than any other model: It completes 79.9% of task objectives and strictly passes 21.9% of tasks. This is the highest we’ve measured on both outcomes, exceeding Claude Fable 5’s 73.3% objective completion and Claude Opus 4.8’s 19.3% of fully-completed tasks
➤ Grok 4.5 pushes out the Pareto frontier of score vs. cost per task: At $0.34 per task, it is both cheaper and higher-scoring than every other leading model - Claude Fable 5 ($1.35 per task), Claude Opus 4.8 ($1.46), GPT-5.5 (xhigh, $1.28), and Gemini 3.5 Flash (high, $0.49)
➤ It is extremely token-efficient: Grok 4.5 uses ~8k output tokens per task, the fewest of any leading model - less than a quarter of Claude Opus 4.8 (32k) and a third of Gemini 3.5 Flash (24k). Its total token usage of 0.44M per task is among the lowest on the leaderboard. Low cost is driven by this efficiency as well as low token pricing
➤ Grok 4.5 uses fewer turns with many parallel tool use: Grok 4.5 resolves tasks in ~16 turns, fewer than GPT-5.5 (xhigh, 25) and less than half of Gemini 3.5 Flash (high, 35), while making the most tool calls per task of any leading model (52.5). It batches 3.3 tool calls per turn, compared to ~2.5 for Claude Opus 4.8 and ~2.0 for GPT-5.5 (xhigh)
➤ Guardrails still get broken: Grok 4.5 triggers 0.63 violations per task, above Claude Opus 4.8 (0.55) and Gemini 3.5 Flash (0.46). At 13.0 objectives completed per violation, it trails Gemini 3.5 Flash (15.0) and Claude Opus 4.8 (13.5)
➤ Its strongest lead is in the hardest domain: Grok 4.5 completes 71% of Finance objectives, the domain with the lowest average score, ahead of Claude Fable 5 (64%) and Claude Opus 4.8 (62%)
Congratulations to @SpaceXAI and @elonmusk on topping the leaderboard!
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Europe is sweltering under a heatwave, with temperatures averaging 5.5°F above normal and cities such as Paris and Madrid topping 100°F. The heat, driven by an omega block, has been linked to more than 40 deaths in France
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🚨 A CHART FROM 1875 PREDICTED THIS EXACT YEAR. LOOK AT YOUR SCREEN.
Three indices. One blow-off top. All curling over at the same moment - exactly on the year a man circled in pencil 150 years ago.
His name was Samuel Benner.
He wasn't a banker, a quant, or a Wall Street prophet.
He was an Ohio pig farmer who got financially wiped out in the Panic of 1873 - and was so haunted by it that he spent the rest of his life trying to figure out why markets boom and bust on a clock.
In 1875, he published his answer: a hand-drawn chart labeling every future year as one of three things - panic, good times, or hard times.
"Good times," in his words, meant high prices and the time to sell. He mapped it all the way to 2059 - and never lived to see almost any of it.
Here's the uncomfortable part: his chart has shadowed the big ones for 150 years - the 1929 crash, the dot-com top, 2008. People keep laughing at the dead farmer right up until they're not.
So look at what his chart says about right now.
2026 is a "good times - SELL" year.
Now look at your screen again. Not one index - three.
The Russell 1000, the S&P 500, and the Nasdaq 100.
Large caps, the broad market, and big tech, all spiking to the same peak and rolling over together.
That's not a sector wobble. That's the entire U.S. market topping at once, on the exact year the farmer flagged before electricity was even in homes.
Do I think a 19th-century pig-iron cycle secretly governs Nvidia's stock price? No. The honest take is that Benner's chart has misfired before, and "a calendar told me so" is a terrible reason to sell anything.
But here's what makes 2026 different from every other time this chart got hyped: this time the fundamentals showed up to the party.
Valuations last seen at the dot-com peak. A Fed that's turned hawkish into sticky inflation - not cutting, threatening to hike. A tech rally so narrow it cracks the second the AI story blinks. And a market that just watched a major economy fall 10% in a single day this week.
The farmer didn't predict any of that. He just happened to circle the year the math finally caught up with the mania.
You don't have to believe in the chart. You just have to notice that the chart and reality are pointing at the exact same door - and everyone's still walking in.
When the superstition and the spreadsheet agree, that's the one time it's worth looking up.
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This time 10 years ago, few would have predicted that Northern Ireland would be topping the United Kingdom's economic growth charts after the 2016 vote to leave the European Union
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This time 10 years ago, few would have predicted that Northern Ireland would be topping the United Kingdom's economic growth charts after the 2016 vote to leave the European Union. More here:
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