TREND REPORTS
Daily Report : BlackRock의 2026 투자 전망 보고서: AI, 자본 집약도, 그리고 변화된 게임의 규칙
[Daily Report]
2026/01/02 09:11
1. BlackRock의 2026 투자 전망 보고서: AI, 자본 집약도, 그리고 변화된 게임의 규칙미시 경제가 거시 경제를 주도하는 'Micro is Macro': 소수의 AI 선도 기업들이 주도하는 막대한 자본 지출(Capex)이 전체 경제에 거시적인 영향을 미치는 현상이 나타나고 있으며, AI 관련 수익이 자본 지출 규모를 정당화할 수 있을지가 투자자들의 핵심 과제로 부상레버리지 증가와 재무적 위험: AI 인프라 구축을 위한 선제적 투자가 매...
(PDF) BlackRock : 2026 Investment Outlook
[Investing]
2026/01/02 09:10
AI’s buildout is dominated by a handful of companies that are spending on a scale so large, it has macro impact. The challenge for investors is reconciling whether AI will generate revenues of the same order of magnitude as the huge capital spending plans.Investment themes01. Micro is macro : The capital spending ambitions tied to the AI buildout are so large that the micro is macro. The overa...
(Video) The Backpack Humanoid Is Here - Agbot Q1
[Product]
2026/01/02 09:09
Hold onto your hats, because the dream of a personal robot just got a whole lot smaller, and considerably more durable. AGIBOT, a Shanghai-based startup co-founded by renowned developer and CTO Zhihui Jun (Peng Zhihui), has officially unveiled the Q1, a 0.8-meter (2.6 ft) humanoid robot designed to be a “backpack lab” for the next generation of embodied AI. Unlike its towering, wallet-busting...
(PDF) BCG - Video Gaming Report 2026 : How Platforms Are Colliding and Why This Will Spark the Next Era of Growth
[Business]
2026/01/02 09:08
After a three-year "video game winter," the global gaming industry is poised to enter a new era of expansion in 2026. According to the latest Video Gaming Report 2026 by Boston Consulting Group (BCG), the industry is emerging from its post-pandemic slump, driven not by a single hardware cycle, but by a collision of platforms that is fundamentally reshaping how games are built, distributed, and...
The Upcoming iPhone Fold Feels Like A Response To Peer Pressure, Not Innovation
[Design]
2026/01/02 09:07
I could be wrong, and I hope to be… but the iPhone Fold seems to be gathering interest but not for the right reasons. Everyone loves innovation – not everyone adopts it. We saw how the Vision Pro absolutely caused a tsunami online before subsiding into the tiny ripple it now is. For what it’s worth, the iPhone Fold feels like déjà vu. Impressive tech that Apple took years to perfect, launc...
Top 100 Fashion Cpompanies
[Investing]
2026/01/02 09:06
RB Insight map the Top 100 Fashion Companies by market capitalization to reveal fashion’s extreme wealth pyramid, where just two French companies now sit on more than $560 billion in value, eclipsing entire fashion retail subsectors.At the peak: LVMH ($321.6B) and Hermès ($240.7B). Together, these two mega-groups command over half a trillion dollars in market cap, more than the next several t...
(Paper) Metalenses Improve Microscopic 3D Printing Precision
[Tech]
2026/01/02 09:05
Researchers used metalens to 3D print chessboards for which each piece was just 100 micrometers wide. Light-warping physics speeds up two-photon lithography techniques.With the help of the kind of light warping that makes “invisibility cloaks” possible, scientists have developed a new kind of 3D printing that is capable of both microscopic detail and high throughput. The researchers suggest t...
Where AI Gets Its Info : Top Sources 2025
[Business]
2026/01/02 09:04
Rank 8 shows Reddit’s growing role in the AI ecosystem: Large language models cite Reddit more frequently than any other platform, reflecting its increasing importance for AI-generated online content.When we ask AI tools for answers—whether it’s ChatGPT, Perplexity, or Google’s AI mode—we rarely stop to think: Where does this information actually come from?Where AI Gets Its InformationA re...
Retro, A Photo-Sharing App Lets You ‘Time-Travel’ Through Your Camera Roll
[Business]
2026/01/02 09:03
Nostalgia has been one of the dominant themes of 2025, from AI-generated scenes of the good ol’ days to the resurgence of analog hobbies. Retro, a friends-only photo journal, recently launched a new feature which taps into this mindset, turning your camera roll into a personal time machine. The Rewind feature, launched this week, resurfaces camera roll memories from this time last year. These...
