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Companies

AI-Driven Memory Shock Reshapes Samsung’s Earnings Trajectory

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...

Tesla’s Loss of EV Leadership to Baidu Reflects a Market Shift, Not a Momentary Stumble

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’s Delivery Slump Exposes Demand Strains as Incentives Fade and Rivals Crowd the Market

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...

From Prescription to Platform as Weight-Loss Drugs Enter the Consumer Economy

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...

New Oral Appetite-Suppressing Weight-Loss Drugs Accelerate a Structural Reset in Food Demand

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...

Streaming Power Rewritten as Netflix Absorbs Warner Brothers and Redefines Hollywood’s Balance of Control

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 Recasts Its Portfolio as Castrol Sale Signals a Strategic Pivot Toward Capital Discipline

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’s High-Stakes Sprint Signals a Strategic Lock-In on the Future of Artificial Intelligence: Reports

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...

Court Reversal Recasts Executive Power and Shareholder Authority at Tesla

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 Public Market Arrival Signals a Reset for Big, Profitable IPOs

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...

Boardroom Risk Calculus Pushes Warner Bros Discovery Away from Paramount’s Hostile Overture

Warner Bros Discovery’s board decision to reject Paramount Skydance’s hostile bid was less a reflexive defense against an unsolicited approach and more a detailed judgment about risk, control, and strategic credibility at a fragile moment for the global media industry. While Paramount’s headline...

Equity Windfalls and Governance Trade-offs at Tesla

Tesla’s board of directors did not stumble into extraordinary wealth by accident. The more than $3 billion accumulated by a small group of directors through stock awards reflects a deliberate compensation architecture that differed sharply from prevailing norms in U.S. technology companies. While...
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World

Executive Fury and Strategic Reset: Trump Escalates Trade Offensive After Supreme Court Rebuke

Burying the Future: Why Communities Are Being Asked to Shoulder Nuclear Waste Forever

Control, Law and Leverage: How the Panama Canal Ruling Strengthens Washington’s Hand Against Beijing

Nobel Rules Affirmed: Peace Prize Is Immutable, Non-Transferable, Nobel Institute Explains After Machado’s Trump Comments

Washington’s Transactional Turn Puts Greenland at the Center of a New Arctic Power Play