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[Part 1] The Rate Cut That Felt Like a Warning Subtitle: A Historic 3-Vote Dissent, a Broken Promise for Next Year, and the Entry into the "New Normal" December 10, 2025. The final "Big Event" of the year, the December FOMC meeting, has come to a close. The world was watching, and the Fed delivered. Let's get straight to the point. As the market anticipated, the Federal Reserve cut the benchmark interest rate by 25 basis points . This lands the target range at 3.50%–3.75% . Following cuts in September and October, the Fed has achieved a "Grand Slam" of three consecutive rate cuts. On the surface, this should be a moment to pop the champagne. The logic is simple: "Rates are down, liquidity will flow, borrowing costs will drop, and stocks should rally!" However, the mood on Wall Street at the closing bell was entirely different. Instead of cheers, there was tension. Instead of convict...

How AI Is Transforming Healthcare: Repricing the Value of AI-Driven Drug Discovery in Pharma & Biotech HEALTHCARE · BIO · AI How AI Is Transforming the Future of Healthcare: Repricing the Value of AI-Driven Drug Discovery in Pharma & Biotech A structured deep dive into how AI is shortening clinical timelines, cutting costs, and reducing failure rates in drug development — and what that means for investors. AI drug discovery trends Pharma & biotech · Global case studies · Investor perspective 📑 Table of Contents Part 1. Why AI Is Transforming the Pharma & Biotech Industry Part 2. Global Leaders in AI-Driven Drug Discovery Part 3. How Investors Should Revalue AI Drug Disco...

TPUs, HBM, and Korea’s Rising AI Semiconductor Power An insight report on the first real crack in NVIDIA’s dominance and the strategic position of SK hynix and Samsung around HBM. AI infrastructure · Semiconductor industry 📌 TPU · GPU · HBM · SK hynix · Samsung Electronics Table of Contents Part 1. The Real Shift in the 2025 AI Chip Market — A Massive Tectonic Move Triggered by TPUs Part 2. “The Age of HBM” — SK hynix and Samsung Tighten Their Grip on Memory Power Part 3. TPU Architecture vs. GPUs — Moving from Competition to Coexistence Part 4. Conclusion — The Real Battle in 2025 Is Not Chips, But HBM Reference Notes 📘 Part 1 The Real Shift in the 2025 AI Chip Market — A Massive Te...