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ICONIQ Capital LLC

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Situations

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AMD AI-infrastructure growth and supply chain expansion

30 clusters · 162 sources · last updated

Latest: HBM spending in AI chips projected to reach 63% share by late 2025

By late September 2026, AMD achieved a historic milestone as its market capitalization surpassed $1 trillion, driven by intense interest in artificial intelligence infrastructure. To secure GPU supply, AMD issued warrant

[ACTIVE] [BUSINESS] [US] [GB] [CA]

Robinhood Chain scales via tokenized assets and DeFi

82 clusters · 206 sources · last updated

Latest: Robinhood Chain tokenized stock trading surges outside market hours

The Robinhood Chain, an Ethereum Layer 2 network utilizing Arbitrum Orbit technology, continues to see rapid expansion through the integration of decentralized finance and tokenized assets. By mid-September 2026, the net