Julian Lim

Julian Lim · Jun 10, 2026

Commonwealth Fusion is turning fusion physics into an AI power bet

Commonwealth Fusion Systems has published five peer-reviewed papers supporting the physics basis for its 400 MW ARC fusion plant. The milestone matters because Google and Eni have already signed offtake deals, while AI data centers are racing to secure reliable clean power.

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Julian Lim · Jun 10, 2026

TSMC says AI chip demand will keep prices under pressure

TSMC says it will avoid sudden price hikes, but AI demand is still stretching its most advanced capacity. Higher foundry, packaging and fab costs are likely to move through Nvidia, cloud providers and startup compute budgets.

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Julian Lim · Jun 10, 2026

Nuvei is closing in on a Payoneer deal as payments consolidate

Nuvei is reportedly in advanced talks to acquire Payoneer for about $2.7 billion. The deal would combine Nuvei’s payment acceptance infrastructure with Payoneer’s cross-border network for global sellers, freelancers, suppliers, and SMBs.

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Julian Lim · Jun 9, 2026

CZ's Bitcoin calm looks current again as the selloff deepens

Bitcoin's latest drop has brought CZ's old call for calm back into focus. The network is not failing, but the market is clearly testing investor conviction around the $60,000 level.

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Julian Lim · Jun 9, 2026

NinjaOne reaches $12.3 billion as AI pushes IT automation higher

NinjaOne has raised $400 million at a $12.3 billion valuation, more than doubling its February 2025 mark. The round shows how strongly investors are pricing enterprise software companies that can turn AI into practical IT automation.

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Julian Lim · Jun 9, 2026

Singapore gives its AI researchers a much bigger machine to work with

Singapore has launched Aspire 2B, a national research supercomputer built with 1,536 Nvidia H200 GPUs. The system will support AI, climate, healthcare, language and quantum-linked research for thousands of public researchers.

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Julian Lim · Jun 9, 2026

Britain’s AI supercomputer bet still needs American chips

The UK has unveiled a £1.1 billion AI Hardware Plan built around a £750 million national supercomputer at the University of Edinburgh. The plan aims to reduce dependence on foreign AI infrastructure, but its success will depend on whether British chip startups can turn public procurement into real scale.

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Julian Lim · Jun 9, 2026

Coinbase turns Hyperliquid’s USDC deal into a live HYPE catalyst

Coinbase has activated its role as Hyperliquid’s USDC treasury deployer, turning the AQAv2 stablecoin framework into a live revenue catalyst. The deal could push significant reserve income toward Hyperliquid and strengthen HYPE buybacks, but the model still depends on USDC balances, rates and trading demand.

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Julian Lim · Jun 8, 2026

Bending Spoons is testing Wall Street with a planned US IPO

Bending Spoons is preparing for a potential US IPO that could value the Milan-based software operator at about $20 billion. The listing would test whether public investors believe its acquisition-led, AI-assisted subscription model can keep compounding under tighter scrutiny.

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Julian Lim · Jun 8, 2026

PhysicsX shows industrial AI is winning frontier-style valuations

PhysicsX has raised $300 million at a $2.4 billion valuation in a Temasek-led Series C. The deal shows investor appetite moving toward industrial AI tools that can speed up engineering, simulation and manufacturing.

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Julian Lim · Jun 8, 2026

AI fears are choking the software buyout machine

AI fears and tighter credit have pushed software buyout financing into a sharp reset. Founders seeking private equity exits now need to prove their software is resilient to automation, not just recurring and profitable.

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Julian Lim · Jun 8, 2026

Bitcoin's rebound leaves traders arguing over the $60,000 floor

Bitcoin bounced after briefly falling below $60,000, but the move has not ended the argument over whether the level is real support. Liquidations cleared leverage, while ETF outflows and macro pressure still leave traders cautious.

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Julian Lim · Jun 7, 2026

Bitcoin's rebound from $59,000 puts its safe-haven story under pressure

Bitcoin bounced from a 2026 low near $59,100 after a macro-driven selloff triggered heavy crypto liquidations. The recovery keeps the $60,000 zone alive, but it also shows how closely Bitcoin is still trading with risk assets like the Nasdaq.

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Julian Lim · Jun 7, 2026

Trump’s AI memo redraws the defense market

Trump’s NSPM-11 accelerates military AI adoption while limiting vendors’ ability to disable or alter deployed systems without government approval. The memo turns the Anthropic-Pentagon dispute into a market-wide warning for AI labs chasing classified defense work.

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Julian Lim · Jun 7, 2026

Gold loses its 2026 gain as Fed rate fears return

Gold erased its 2026 gains after a much stronger than expected US jobs report revived expectations for a Fed rate hike. The metal still has safe-haven support, but higher yields and a stronger dollar have made the near-term floor harder to call.

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Julian Lim · Jun 7, 2026

Breeze Airways is waiting until 2027 to test the IPO market

Breeze Airways is targeting a 2027 IPO after delaying earlier plans and reaching its first full quarter of operating profit. The airline's timing gives investors a cleaner test of whether David Neeleman's point-to-point budget model can hold up in public markets.

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