Case studies
The AI Boom on Borrowed Money: The October (month 10) 2026 CoreWeave-Oracle Credit Selloff
Using filings and same-day coverage as the record, this case reconstructs October (month 10) 14, 2026, when CoreWeave bond yields neared 15%, its shares plunged about 16%, and Oracle and other AI infrastructure stocks fell with it.
Markets · 2026.10.12 — 2026.10.15Different routes into the KOSPI selloff: CXMT competition, CoreWeave credit and US inflation
Compare the KOSPI selloffs on 2026-10-13 and 2026-10-15 without reducing them to a single negative headline. Separate how memory supply competition, AI infrastructure financing, and repricing of inflation and interest rates reach business earnings and investment execution.
Markets · 2026.10.12Seized but not yet returned: the fight over Britain's 61,000 BTC
The British High Court's decision of October (month 10) day 12 of 2026 applying Chinese law to 61,000 seized BTC, alongside the United States court order returning coins to Bitfinex in kind, frames the legal conditions for returning seized crypto to victims.
Company · 2026.10.12Verifying the Maia 300 HBM spec: the basis for 288GB and open questions
This case checks the October (month 10), 2026 Maia 300 reveal — 288GB HBM4 per chip, 96 per rack, 2027 deployment — against official and press materials, with the Maia 200 record of sole SK hynix HBM3E supply and the current undisclosed-supplier status.
Industry · 2026.10.12Two days that dragged chips down: Broadcom CEO remarks and CXMT's server-memory push
This case arranges the joint fall of Micron, SK hynix, and the PHLX chip index around Broadcom CEO Hock Tan's cautious AI-investment remarks of October 12 (month 10), 2026 and CXMT's server DDR5 plans. It reads the remarks' actual content separately from the size of the market reaction.
Company · 2026.10.01Profit Beat, Revenue Miss: Nike’s Fiscal 2027 Q1 Earnings Shock
Using filings and coverage as the record, this case reconstructs October (month 10) 1, 2026, when Nike posted fiscal 2027 Q1 revenue of 112 hundred-million dollars, down 4%, with China plunging 26% and a high-single-digit full-year decline guided, sending shares down 10%.
Markets · 2026.05.18From Oral Promises to Written Records: Farmland Lease Regularization
This case examines inspection responses through the actual use relationship rather than avoidance of written contracts.
Industry · 2026.01.19 — 2026.02.08Potomac Interceptor collapse: the 240M-gallon sewage spill
On January 19, 2026 (month 1), the Potomac Interceptor sewer built in the 1960s collapsed near Washington DC, sending about 240M gallons of raw sewage into the Potomac River. This case follows the bypass operation, emergency repairs, and federal emergency declaration, reading the accident as the real-world counterpart to the video's aging-infrastructure inspection gap.
Macro · 2025.06.13Questions That Remain After an Explosion: Iran’s 2025 Field-Verification Gap
The IAEA’s record of interrupted inspections after attacks distinguishes observing a strike from verifying nuclear activities.