Julian Lim

Julian Lim · Jun 7, 2026

Wall Street reprices the AI boom after Nasdaq suffers its worst day of 2026

The Nasdaq's worst day of 2026 was less about one weak tape and more about higher rates colliding with AI valuations. The selloff could pressure chip multiples, IPO timing and late-stage startup financing if yields keep rising.

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Julian Lim · Jun 6, 2026

Musk's Terafab push puts ASML at the center of the AI chip race

Elon Musk's Terafab plan is moving from concept into local approvals and supplier talks, but ASML remains the real chokepoint. The project shows how AI companies are trying to move upstream as chip access becomes a strategic constraint.

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Julian Lim · Jun 6, 2026

Teradata shows how AI spending is colliding with employee pay

Teradata has paused 2026 annual salary increases for roughly 5,100 employees while redirecting the budget toward AI investment. The move highlights a growing leadership challenge: proving AI spending will deliver enough value to justify tradeoffs that employees can feel immediately.

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Julian Lim · Jun 6, 2026

Trump is pulling AI companies closer to Washington

President Trump is preparing to meet major AI company leaders to discuss possible federal stakes in the industry. The move could reshape how labs such as Anthropic and OpenAI compete for capital, contracts and political backing.

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Julian Lim · Jun 6, 2026

Washington is turning AI security into a defense procurement race

The White House is accelerating AI use across national security, cyber defense and military domains. That creates a stronger procurement path for defense-adjacent AI companies, while the Anthropic dispute shows how quickly contracts can turn into governance fights.

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Julian Lim · Jun 6, 2026

Private credit is cooling just as founders need cleaner financing options

Private credit lending and fund flows are slowing after years of rapid growth. For founders that relied on non-bank debt to extend runway or avoid valuation pressure, the next financing round may come with tougher terms and fewer options.

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Julian Lim · Jun 6, 2026

The AI trade just met a stronger jobs market

A strong May jobs report pushed investors to rethink rate cuts and hit the most expensive AI-linked stocks first. The sell-off is a reminder that AI infrastructure can still grow while valuations adjust to tighter financial conditions.

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Julian Lim · Jun 6, 2026

FIFA is putting AI between World Cup players and online abuse

FIFA is expanding its AI-backed Social Media Protection Service before the 2026 World Cup to monitor and escalate abusive posts aimed at players, teams and officials. The English FA has not publicly confirmed whether it will use the service, but it is already part of a wider English football effort to tackle online abuse.

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Julian Lim · Jun 5, 2026

AI debt is becoming a serious funding option for founders

AI infrastructure is becoming too expensive for equity alone, and lenders are moving quickly to fill the gap. Morgan Stanley, Blackstone, Apollo and other major players are turning compute, data centers and long-term contracts into a new credit market.

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Julian Lim · Jun 5, 2026

Monako Glass puts AI coding agents on a developer's face

Monako Glass is pitching smart glasses as a wearable command layer for Claude Code, OpenAI Codex, and other AI agents. The launch tests whether developer-focused wearables can become a real productivity category or remain a sharp demo for a niche audience.

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Julian Lim · Jun 5, 2026

Bitcoin now has a path into Fannie Mae-backed mortgages

Better and Coinbase have closed the first Bitcoin-backed mortgage eligible for Fannie Mae backing, using a two-loan structure that lets qualified borrowers pledge crypto instead of selling it for a down payment. The product points to a more practical phase of crypto adoption, where custody, underwriting and compliance matter as much as price movement.

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Julian Lim · Jun 5, 2026

SpaceX is testing global demand before its record IPO

SpaceX is aiming to raise roughly $75 billion at a valuation near $1.75 trillion, making its Japan allocation an important gauge of international appetite. S&P's decision to keep existing index rules means early buyers may have to rely more on conviction than forced benchmark demand.

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Julian Lim · Jun 5, 2026

OpenAI is making ChatGPT remember users more clearly

OpenAI is rolling out Dreaming V3, a more capable ChatGPT memory system for carrying preferences and context across conversations. The update starts with Plus and Pro users in the United States and points to memory becoming a core layer of AI assistants.

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Julian Lim · Jun 5, 2026

IonQ turns quantum computing into a revenue story investors can measure

IonQ has moved quantum computing closer to a measurable commercial market after passing $130 million in 2025 revenue and raising its 2026 outlook. The next investor test is whether backlog and commercial demand can turn into repeatable growth.

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Julian Lim · Jun 5, 2026

Quantinuum makes public markets take quantum computing seriously

Quantinuum opened above its IPO price in a Nasdaq debut that valued the Honeywell-backed quantum company at about $17.6 billion. The listing shows strong investor appetite for quantum computing, but its small revenue base and heavy losses make customer growth the key test.

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Julian Lim · Jun 5, 2026

Canada makes AI sovereignty a national economic priority

Canada’s AI for All strategy turns artificial intelligence into a national economic and sovereignty priority. The plan targets $200 billion in growth, major adoption gains, domestic compute capacity, and new support for startups and small businesses.

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