1. Ares Capital (ARCC) released its Q3 2025 results, highlighting implications for both the company and the broader BDC sector; 2. The article addresses recent negative sentiment toward private credit markets and analyzes whether concerns about the BDC sector are justified; 3. The author updates their investment outlook on ARCC stock and discloses existing positions in related BDCs like MSDL, GLAD, and KBDC.
➀ A major Japanese travel agency has announced plans to launch a point-to-point transport service connecting Tokyo and New York in just 60 minutes via outer space.
➁ The service, set to launch in the 2030s, is a partnership between Nippon Travel Agency Co. and Innovative Space Carrier Inc.
➂ The ticket price for a round trip is expected to be 100 million yen (approximately $657,000).
➀ Nvidia has reached a historic $5 trillion market value mark, driven by a major stock rally and its central role in the global AI boom;
➁ Since the launch of ChatGPT, Nvidia's shares have surged 12-fold, contributing to the S&P 500's record highs;
➂ Nvidia's CEO, Jensen Huang, has become a Silicon Valley icon, with the company's advanced chips becoming a focal point in the tech rivalry between the U.S. and China.
➀ AMD's Zen 6 architecture may be delayed until 2027, marking a significant shift from the company's established release rhythm;
➁ The Ryzen 11000 series could face a year-long delay due to changes in TSMC's advanced node production plan;
➂ The N2X process node, central to Zen 6 development, is now expected to be available closer to late 2027 or early 2028;
➃ This delay disrupts AMD's two-year product cadence, potentially creating the longest hiatus between major CPU generations in nearly a decade;
➄ AMD is expected to implement a two-phase strategy to manage the transition, possibly releasing enhanced versions of Zen 5 and delaying the full Zen 6 rollout.
➀ Colab Platforms Ltd has announced plans to establish a fully owned subsidiary in India, Colab Semiconductor Pvt Ltd, focused on semiconductor manufacturing and OSAT.
➁ The new unit aims to support India's domestic chip supply chain and capitalize on the country's growing semiconductor market.
➂ Colab Platforms believes the Indian chip market will grow from $52 billion in 2024-25 to $108 billion by 2030, with a CAGR of about 15%.
➀ The Pixel 10a's design is revealed in CAD renders, showing a familiar look similar to its predecessor;
➁ The device is rumored to use the Tensor G4 chip from the 9a, possibly with an overclock;
➂ The Pixel 10a is expected to have a slightly smaller display and a higher peak brightness than the 9a.
➀ Alibaba Cloud's Qwen family of large artificial intelligence models is the world's largest open-source AI ecosystem.
➁ Tongyi Lab, at the core of Alibaba's Artificial Superintelligence roadmap, is composed of some of China's brightest young talent.➂ Lin Junyang, leader of Qwen's open-source initiatives, has a humanities background and advocates for open-source communities.
➃ Liu Dayiheng, a lead engineer, introduced Qwen 3, a major AI model released in May.
➄ Hui Binyuan, a child prodigy, joined Alibaba in 2021 and conducted research on AI models understanding tables and charts.
➅ Bai Shuai, a lead engineer, achieved industry-leading scores on key benchmarks with Qwen3-VL.
➆ Xu Jin, the tech lead of Qwen's audio and multimodal capabilities, has interned at Apple, Microsoft Research Asia, and Baidu.
➇ Wu Chenfei, leading the Qwen-Image multimodal models, was a senior researcher at Microsoft Research Asia before joining Alibaba.
➀ Scientists have developed a working memristor using the mycelium of shiitake mushrooms, offering a potential low-cost, scalable, and environmentally friendly alternative to current memory hardware.
➁ The performance of these 'mushristors' is comparable to that of silicon-based chips, with the added benefit of being biodegradable.
➂ The research, published in PLOS One, suggests that the future of computing could involve fungal materials.
➀ Corsair and PNY have released new SSDs with sequential read speeds up to 14,900MB/s;
➁ The drives utilize PCIe 5.0 bandwidth and are nearly saturated;
➂ The drives are expected to offer impressive performance and durability.
➀ Substrate, a San Francisco-based startup, is developing an alternative semiconductor manufacturing process that could reduce costs by half;
➁ The company has received over $100 million in investment and is using particle accelerators in its process;
➂ Substrate aims to compete with industry leaders like ASML, which currently dominates the market for semiconductor manufacturing equipment.
➀ The Outer Worlds 2 offers a larger scale than the first game, with bigger explorable zones and more side quests. However, it falls short in providing a diverse character build and fails to deliver on its promises of freedom. ➁ The combat system has improved, but the reliance on shooting over stealth or diplomacy is a letdown. ➂ The companions feel more like mercenaries, with some having little reason to be on your crew or care about the main mission. The game's writing is similar to the original, with a lack of emotional depth.
➀ Uber and NVIDIA are partnering to accelerate the deployment of 100K AI-powered robotaxis;
➁ NVIDIA's DRIVE AGX Hyperion 10 platform will be used to build the autonomous fleet;
➂ The partnership aims to create a scalable framework for autonomous mobility networks.
➀ The 'Ante Chamber' update introduces Balatro to Vampire Survivors, featuring new characters and weapons; ➁ Players can expect 4 new characters and 4 additional weapons with unique abilities; ➂ The update aims to maintain Vampire Survivors' status as a content-rich game in the genre.
➀ Vampire: The Masquerade – Bloodhunt is shutting down in April; ➁ The decision was made due to the low player population; ➂ The game was released late in a saturated genre and never found its place.
➀ Amazon is reportedly downsizing its game development division significantly, with over 14,000 layoffs including major role reductions in the video games department. ➁ The company has decided to halt a significant amount of its first-party AAA game development work, particularly around MMOs. ➂ Despite the layoffs, Amazon is still working on some titles, including the next Tomb Raider and Maverick Games' upcoming racer.
➀ The Sharkoon Skiller SGH10 is a budget gaming headset priced at €19.99; ➁ Offers optimized audio, comfort, and ease of use; ➂ Features include a 40mm speaker diameter, detachable microphone, and modular cable system; ➃ Pros: affordable, lightweight, good microphone, plug and play, easy to drive; ➄ Cons: difficult to find in the UK, bass is a bit boomy, all-plastic construction feels cheap, sound lacks depth, no controls to mute mic, no noise isolating, no software (EQ control).
