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Capital Flow

Shows how policy, balance sheets, market structure, and investor expectations transmit change across industries.

AllMacro InsightsCorporate StrategyFinTech & Future AssetsSector Deep-dive
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Capital FlowSector Deep-dive

Oracle Discloses About 13% Reduction in Fiscal Year-End Headcount as AI Adoption and Business Restructuring Move in Tandem

Three sources confirm that Oracle’s total headcount fell by about 13% in its latest fiscal year, equivalent to roughly 21,000 employees. The sources consistently tie the disclosure to the company’s annual report and business restructuring, with AI adoption cited as a contributing factor; one source adds year-over-year employee count data as of May 31, 2026, while another mentions management and product changes, performance issues, strategic shifts, and acquisitions. No directly verifiable quantitative information was provided on valuation, P/E, or broader financial impact.

Jun 27, 2026
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Capital FlowCorporate Strategy

2026 U.S. VC Midyear Outlook: AI Lifts Early- and Late-Stage Fundraising, With Mega-IPOs and Fundraising Concentration in Focus

Based on three source documents, the 2026 U.S. venture capital market’s midyear performance shows AI as the key driver behind stronger early-stage and growth/late-stage fundraising, while capital raising is heavily concentrated in large funds. The sources also note that “mega-IPOs” such as SpaceX, Anthropic, and OpenAI may shape the future exit environment, although their actual market impact cannot yet be confirmed. The PE source only provides context on exits and asset aging and cannot be used to directly substitute for VC conclusions.

Jun 25, 2026
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Capital FlowCorporate Strategy

Robotics and Physical AI Funding Breaks Records: PitchBook Says Q1 2026 Raised $16.3 Billion

PitchBook says robotics and physical AI set a funding record in the first quarter of 2026, with total financing reaching $16.3 billion across 492 deals. Other sources also show continued momentum in the sector, though their reporting differs on methodology, time frame, and investment focus. What can be confirmed now is that massive funding is pushing the industry from the “experimental stage” toward the “deployment stage,” with investors paying closer attention to scaled manufacturing, paying customers, and integration-cost control.

Jun 18, 2026
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Capital FlowMacro Insights

Bank of Japan raises rates to a 31-year high, sparking attention over signals of further hikes

Three sources jointly confirm that the Bank of Japan raised its policy rate to 1% in June 2026, the highest level in 31 years or since 1995, and signaled possible further rate increases. The shared backdrop points to energy shocks and inflationary pressure driven by the war in the Middle East. Differences remain in wording, policy tone, and some contextual details, and certain information cannot be confirmed from the provided sources.

Jun 17, 2026
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Capital FlowMacro Insights

PIMCO Warns of a Credit Loss Cycle: Rising Default Risk in Lower-Quality Credit, Leveraged Loans and Private Direct Lending

In its latest annual mid- and long-term outlook, PIMCO said the credit loss cycle has reemerged and expects losses in lower-quality credit, leveraged loans and private direct lending to rise significantly. Other reports also note that AI-related capital spending could widen economic divergence and hurt lower-quality borrowers. PitchBook data show U.S. direct lending activity continues to cool, with new loans over the past three months falling to the lowest level since the second quarter of 2023.

Jun 12, 2026
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Capital FlowSector Deep-dive

Chinese Solar Firms Speed Up Entry into Energy Storage: Solar-Storage Integration Competes for Demand as CATL Bets on Storage as a Growth Engine

Based on three sources, Chinese solar companies are entering the battery and energy storage market dominated by CATL and BYD, and appear to be competing through integrated solar-plus-storage solutions. CATL has also publicly said energy storage will become an important growth driver for its business. In addition, U.S. market data show that solar-plus-storage accounts for a very large share of new power capacity additions. However, the specific expansion scale of leading Chinese solar firms, the detailed strategies of individual companies, and the direct business catalyst behind the “accelerated entry” cannot be fully confirmed from the given sources, and some details are not mentioned in the sources.

Jun 11, 2026
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