Early-stage talks between Rio Tinto and Glencore have reopened the possibility of one of the most consequential mergers the global mining industry has ever contemplated. A transaction combining the two would create the world’s largest miner by market value, reshaping competitive dynamics across...

Samsung Electronics’ forecast of a threefold jump in quarterly operating profit marks more than a cyclical rebound. It signals a structural shift in the global semiconductor market, where artificial intelligence has rapidly transformed memory chips from a commoditized input into a strategic...

For much of the past decade, Tesla symbolised the global electric vehicle revolution, setting the pace on technology, scale, and brand power. Its displacement as the world’s top EV seller by BYD marks more than a symbolic change at the top of the leaderboard. It signals a structural shift in the...

Tesla is heading toward another weak quarter for vehicle deliveries, underscoring how quickly the electric vehicle pioneer’s growth narrative is being tested by policy shifts and intensifying competition. Once buoyed by generous tax incentives and first-mover advantage, the company is now...

The next phase of the GLP-1 boom is no longer being shaped primarily by hospitals, insurers or specialist clinics, but by consumers themselves. Weight-loss drugs that were once tightly controlled medical interventions are steadily being reimagined as lifestyle products—bundled with apps, marketed...

The approval of the first oral GLP-1 weight-loss pills marks a turning point not only for the pharmaceutical industry but for the global food sector, which is now confronting a structural shift in how, what and how much consumers eat. What began as a medical innovation aimed at obesity and diabetes...

The agreement between Netflix and Warner Brothers Discovery marks a decisive shift in the structure of the global entertainment industry, not simply because of its size, but because of what it reveals about where power, creativity, and economic leverage now reside. Framed publicly as a strategic...

BP’s decision to sell a 65% stake in its Castrol lubricants business to U.S. investment firm Stonepeak for about $6 billion marks one of the most consequential portfolio moves the company has made in years. More than a routine asset sale, the transaction reflects a deeper reassessment of BP’s...

SoftBank Group’s rush to fulfil its $22.5 billion funding commitment to OpenAI by year-end reflects far more than a routine capital raise. It is the clearest signal yet that SoftBank Group, under the direction of its founder Masayoshi Son, is attempting to hardwire itself into what it views as the...

The decision by Delaware’s top court to reinstate Elon Musk’s 2018 compensation package marks a turning point not only for Tesla, but for the broader debate over executive pay, founder control, and the limits of judicial intervention in corporate governance. The ruling restores a deal once valued...

Medline’s debut on Nasdaq following the largest initial public offering of 2025 marks more than a high-profile listing; it reflects a recalibration of what investors are willing to reward in public markets after several years of volatility, policy shocks, and uneven post-pandemic growth. Unlike...