Key Takeaways Market Realignment: AMD’s server CPU revenue share surpassed 33% in Q1 2025, with x86 unit share reaching approximately 23%, indicating a significant shift in a market long dominated...
Key Takeaways Analyst sentiment on BlackSky Technology is mixed; while firms like Deutsche Bank and Oppenheimer raised price targets significantly, Canaccord Genuity trimmed its target and Clear Street downgraded its...
Key Takeaways The US is reportedly preparing to lift export restrictions on Nvidia’s H20 AI chips to China, a significant shift in trade policy. This concession is part of a...
Key Takeaways The European Union is preparing a €100 billion tariff package to retaliate against potential US duties, with a critical deadline set for 1 August 2025. This countermeasure is...
Key Takeaways Goldman Sachs and Bank of New York Mellon are collaborating to provide institutional investors with access to money market funds via tokenised ownership on a blockchain platform. The...
Key Takeaways China maintains its lead in global manufacturing, accounting for approximately 31% of worldwide output, a central factor in ongoing US trade negotiations. The US trade deficit with China...
The spectre of a full-blown trade war between the European Union and the United States has re-emerged with renewed intensity, as both sides prepare for a possible exchange of punitive...
The escalating power demands of data centres, driven by the surge in artificial intelligence and cloud computing, have exposed critical vulnerabilities in traditional energy grids. A recently announced strategic alliance...
Key Takeaways Meta is developing a custom AI chip on TSMC’s 2nm process node, targeting mass production in 2027 to reduce its significant dependency on Nvidia. The primary strategic motivations...
Key Takeaways Oscar Health has revised its 2025 revenue guidance upwards to between $12.0 billion and $12.2 billion, but also increased its projected medical loss ratio, signalling higher than expected...
