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Markets

Valuation Reckoning Unfolds as AI Spending Anxiety Erodes Big Tech Market Capitalisation

After years of relentless gains driven by optimism over artificial intelligence, the world’s largest technology companies are confronting a more demanding phase of investor scrutiny. Market capitalisations that once expanded on the promise of transformative AI breakthroughs have contracted sharply...

Britain Moves Toward Sweeping Digital Safeguards as Ministers Prepare Social Media Ban for Under-16s and Rein in AI Chatbots

The United Kingdom is preparing to redraw the boundaries of children’s access to the digital world, with ministers signalling support for a rapid ban on social media use by those under 16 and tighter controls on artificial intelligence chatbots that interact directly with minors. The proposed shift...

China’s AI Surge Tests Global Leadership as Rapid Innovation Meets Growing Scrutiny

It has been a defining stretch for China’s artificial intelligence industry, marked by ambitious model launches, competitive claims against Western rivals, and swift regulatory recalibrations. In a matter of days, leading Chinese technology firms unveiled advanced systems spanning robotics, video...

Private Power and National Ambition Converge as U.S. Space Titans Accelerate Lunar Push to Counter China

The contest to return humans to the moon has evolved into a defining arena where private ambition, national strategy and geopolitical rivalry intersect. At the center of this new lunar drive stand two of America’s most influential entrepreneurs: Elon Musk of SpaceX and Jeff Bezos of Blue Origin....

Sanctions Loopholes and Gray Markets Fuel the Steady Flow of Foreign Cars to Russia via China

When Western and Asian governments imposed sweeping automotive sanctions on Russia after the 2022 invasion of Ukraine, the expectation was clear: the supply of foreign vehicles would sharply contract, particularly higher-priced models, hybrids and electric cars. Officially, that contraction...

Affluent Demand Powers Profits While Budget Strain Reshapes Corporate America

The American consumer economy is no longer moving in tandem. It is fragmenting along income lines, creating a widening gulf that is reshaping corporate strategy, earnings performance and long-term investment decisions. For U.S. firms, the divergence between affluent households and financially...

Diverging Playbooks Redraw the Toy Industry as Hasbro’s Digital Engine Outpaces Mattel’s Reset

Two of the world’s largest toymakers have delivered similarly cautious outlooks, yet investor reactions have split sharply. The divergence reflects more than quarterly numbers. It reveals how business model evolution—particularly the embrace of digital gaming—has reshaped risk perception in the...

The Price of a Misread Transition: Stellantis and the Cost of Stepping Back from EVs

The market shock that followed Stellantis announcing roughly $27 billion in charges was not driven by surprise alone. It reflected a deeper investor reassessment of how one of the world’s largest carmakers misjudged the timing, scale, and economics of the electric-vehicle transition. The scale of...

Markets Absorb the AI Shock as Risk Appetite Rebalances and Gold Reasserts Its Role

Global equity markets staged a measured recovery after a sharp, technology-led selloff unsettled investors, underscoring how quickly capital can reprice risk when disruptive innovation collides with established business models. The rebound did not erase the damage inflicted on software and...

Luxury Leverage in Bankruptcy: Why Elite Brands Sit First in Line at Saks

When a major retailer enters bankruptcy, the hierarchy of creditors usually follows a familiar pattern. Landlords, logistics providers, IT vendors, and consultants queue for limited recovery, often with little bargaining power and long waits. The bankruptcy of Saks, however, has exposed a markedly...

Stablecoins and the Quiet Erosion of U.S. Bank Deposits

For decades, U.S. banks have relied on a simple but powerful model: attract deposits cheaply, lend those funds at higher rates, and earn the spread. That model is now facing a structural challenge from an unexpected direction. Dollar-backed stablecoins—digital tokens designed to maintain a...

Gold’s Risk Premium Faces a Turning Point as Political and Macro Pressures Rebalance

Gold’s powerful rally has been driven less by inflation alone and more by an unusually dense layering of global risks. From geopolitics and sovereign debt concerns to technological uncertainty and monetary credibility, the metal has absorbed a wide spectrum of anxieties that investors have...
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World

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

Diplomacy at a Delicate Juncture as Washington Pushes Ukraine Talks Toward Compromise