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2026-06-01
Who is the winner in China's AI agent market? Comparing the monetization strategies of Tencent, Alibaba, and Huawei
The main battleground in the Chinese AI market has shifted from comparing the performance of large-scale language mode...
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2026-05-17
What is cyclical trading 2.0? Investment risks in the age of intangible assets as seen in the issues of Alts, MTU, and KDDI subsidiaries
From 2025 to 2026, large-scale issues surrounding inappropriate accounting, fictitious circular transactions, and disc...
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2026-05-14
Alts (260A) Financial Fraud Case | Examining the blind spots of the AI boom and SaaS evaluation
The Orts incident is not just a case of accounting fraud by an AI company.
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2026-05-08
Anthropic financial AI agent revolution | Finance, legal affairs, and SaaS are entering an era where they have “AI subordinates”
“Work” will be done by AI, “judgment” will be done by humans. The earnings structure of professionals will be fundamen...
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2026-05-02
Sansan (4439) Performance continues to expand, but profits are suppressed due to continued investment phase
While Sansan's sales maintained high growth, profits were suppressed due to continued growth investment. It is positiv...
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