Nội dung
- The market rewards “AI exposure” more than profits
- Ukraine says it will intensify deep strikes with long-range AI drones
- Codex is mentioned as a tool for testing nearly the entire application
- Grok Imagine continues to be pushed through entertainment content
- Leveraged AI flows in Asia rise to record levels
- The AI talent race continues to push salaries higher
- Security controversy: AI model accused of breaching classified systems
- Novaex AI’s NEX launches on PancakeSwap
- Gemini 3.5 Pro is rumored to launch this week
- Solana pushes the infrastructure story for AI, finance, and digital assets
- Gemini 3.5 Flash is criticized as weaker than rivals but more expensive
- Novaex AI announces system maintenance to update NEX
- What this means for the Vietnamese market
- References
AI continues to drive very different shifts across global markets: from stocks and ETFs to engineering hiring, trading infrastructure, and debates about cybersecurity. For Vietnamese marketers, these signals are not just tech news; they also show where capital, talent, and user attention are moving. Below are the 12 most notable developments.
The market rewards “AI exposure” more than profits
The Kobeissi Letter says the group of loss-making companies in the Russell 2000 is outperforming the profitable group, with the key message being that investors are prioritizing exposure to AI over current profitability. The data cited shows negative EPS stocks have risen much more strongly than positive EPS stocks since April 2025, reflecting a still-high risk appetite for small-cap names with AI growth stories.
The notable point for marketers is that capital markets are pricing future expectations very aggressively. This often creates greater communications pressure for AI startups: they need a clear message about product, roadmap, and revenue potential rather than just talking about technology.
Source: The Kobeissi Letter
Ukraine says it will intensify deep strikes with long-range AI drones
A statement by President Volodymyr Zelensky that spread on social media says Ukraine will step up deep strikes into Russian territory using next-generation long-range drones. The quoted content says FP-2 drones have flown more than 2,500 km and could exceed 3,000 km in the future; the accompanying video is also noted as being created by Grok AI.
This news underscores a reality: AI is being used not only in content creation but also in the context of information warfare. For media businesses, the lesson is to verify sources, check for signs of AI-generated content, and avoid amplifying unverified information.
Source: NSTRIKE
Codex is mentioned as a tool for testing nearly the entire application
Greg Brockman shared an example of Codex with an automated testing workflow: scanning each feature, creating user stories, tracking status, running tests, logging bugs, and fixing bugs. The description shows how the AI agent trend is moving from “writing code” to “testing and operations” in software development workflows.
For marketers who depend on digital products, this is an important signal: feature launch speed will increase, feedback loops will shorten, and marketing teams need to prepare tutorials, onboarding, FAQs, and use cases from the start.
Source: Greg Brockman / quoted from @tomosman
Grok Imagine continues to be pushed through entertainment content
Elon Musk posted a sample prompt for Grok Imagine featuring cats wearing gloves, dancing, and singing. This presentation shows how generative models are increasingly being positioned as tools for mass entertainment, not just work infrastructure.
From a marketing perspective, fun, shareable features are often the gateway for users to try an AI product. That means brands need to balance the “wow” factor with real utility if they want to retain users after the first experience.
Source: Elon Musk
Leveraged AI flows in Asia rise to record levels
The Kobeissi Letter says the AUM of the 2x Leveraged Long SK Hynix ETF listed in Hong Kong has reached a record $13 billion, more than tripling in just two months and accounting for about 13% of the total assets of the entire local ETF market. The post also emphasizes that this is one of the fastest AUM increases ever recorded in Asia.
This is a sign that expectations for the AI value chain, especially hardware and memory, remain extremely hot. For B2B marketers, it opens demand for easy-to-understand content about AI infrastructure, chip supply chains, and leveraged investment risks.
Source: The Kobeissi Letter
The AI talent race continues to push salaries higher
A personal post on X says someone left OpenAI with total compensation of about $2 million a year to join Google with a package said to be $8 million a year, including cash and stock. Although this is only a single example, it still reflects the intense competition for talent in the AI industry.
For Vietnamese businesses, the message is clear: if you want to join the AI race, buying tools alone is not enough. You need a retention strategy, internal training, and an attractive employer brand for data, product, and automation roles.
Source: @0xfdf
Security controversy: AI model accused of breaching classified systems
According to content relayed by OSINTdefender from The Economist, a U.S. intelligence official said Anthropic’s “Mythos” AI model was said to be able to infiltrate nearly all classified systems within just a few hours. This is a very serious allegation, but there is still no full public data to verify the method or scope of impact.
The key point is that AI security has moved beyond the lab. For brands working with customer data, it is necessary to establish prompt controls, access permissions, and risk assessments early when using generative AI in internal environments.
Source: OSINTdefender / The Economist
Novaex AI’s NEX launches on PancakeSwap
Novaex AI announced that NEX has officially launched on the PancakeSwap DEX and entered its market circulation phase on BNB Smart Chain. The project describes this as the first step in an ecosystem combining AI and crypto, while saying CEX listing plans will be rolled out gradually.
From a communications standpoint, this is a classic example of the “AI + Web3” trend continuing to attract speculative communities and early users. However, brands entering this space need to prioritize transparent documentation, terms of use, and financial risks to avoid inflating expectations.
Source: Novaex_AI
Gemini 3.5 Pro is rumored to launch this week
A post on X claims Gemini 3.5 Pro could be released next week after Google previously said it would appear in June. The expectations mentioned center on major improvements in coding, agent workflows, UI/front-end generation, and a context window of more than 2 million tokens.
Even though this is not an official announcement, the AI market always reacts strongly to product milestones like this. Marketing teams should keep a close watch, because a new model can change user expectations around speed, cost, and output quality across the entire tool ecosystem.
Source: Salio
Solana pushes the infrastructure story for AI, finance, and digital assets
Solana compiled a series of weekly updates about Moody’s, AWS, Kraken, and several other partners, including items such as machine-readable credit rating data, monetizing AI traffic, record tokenized equities volume, and on-chain trading directly inside a mobile app. This picture shows blockchain trying to become an infrastructure layer for many digital economy applications, including AI.
For marketers, this is an example of how a digital ecosystem tells a “multiple industries on one network” story. This positioning helps increase platform awareness, broaden the audience, and make complex features easier to understand.
Source: Solana
Gemini 3.5 Flash is criticized as weaker than rivals but more expensive
One opinion on X says Gemini 3.5 Flash is inferior to GLM 5.2 but costs about twice as much, while also criticizing Google for no longer leading on many benchmarks. Although this is only a community comment, it reflects the increasingly high standards AI users have for value per dollar spent.
For marketing businesses, the message is very practical: pricing is no longer an advantage if quality and experience do not match it. When communicating about AI products, it is important to emphasize usability, deployment speed, and measurable benefits rather than just the model name.
Source: Angel 🌼
Novaex AI announces system maintenance to update NEX
Novaex AI said its app and web platform would undergo about one hour of maintenance to support the NEX launch and related upgrades. The notice emphasized that account assets, AI trading orders, and related data would not be affected, while AI trading orders would continue operating normally during the maintenance period.
From a user experience perspective, transparent notices like this are very important because they reduce anxiety and maintain trust during system updates. This is also a lesson for AI products: the more money is involved, the more clearly communication needs to be, consistent, and easy to verify.
Source: Novaex_AI
What this means for the Vietnamese market
The 12 stories above show that AI is moving along three very clear axes: investment, infrastructure, and trust. Investors care about the AI story just as much as current profits; tech companies are racing to launch new models, agents, and workflows; and users are increasingly scrutinizing real value, real cost, and real risk.
For the Vietnamese market, this is the time for marketers and businesses to:
- Create AI content in easy-to-understand language, focusing on real-world applications rather than just technology hype.
- Strengthen source verification, especially when content is AI-generated or spreads quickly on social media.
- Prepare product messaging around efficiency, ROI, security, and implementation support.
- Track the AI hiring wave, because the talent race will directly affect a company’s competitiveness.
In short, AI is no longer a story about the “distant future.” It is already affecting how markets value companies, how products are built, and how brands build trust right now.
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This article focuses on the latest AI news with a perspective for the Vietnamese market.
References
- The Kobeissi Letter
- NSTRIKE
- Greg Brockman
- Elon Musk
- The Kobeissi Letter
- fdf
- OSINTdefender
- Novaex_AI
- Salio
- Solana
- Angel 🌼
- Novaex_AI
