Key Takeaways Ukraine is reportedly negotiating a $100 billion weapons-for-security pact with the US, potentially reshaping the global defence landscape and investor exposure to the sector. The proposed agreement ties...
Key Takeaways Trump’s direct engagement with Putin during talks with European leaders has raised concerns about the cohesion of NATO and transatlantic diplomacy. Energy markets remain highly sensitive to geopolitical...
Key Takeaways Arm Holdings is pivoting towards in-house AI chip development, recruiting talent from Amazon’s AI division. The shift beyond IP licensing aims to capitalise on soaring AI demand and...
Key Takeaways Palo Alto Networks exceeded revenue and EPS expectations, highlighting strong demand for AI-driven cybersecurity platforms. Annual growth of 32% in next-generation security ARR signals momentum in cloud-native and...
Key Takeaways Salesforce is acquiring Regrello, an AI-native platform, to enhance automation across manufacturing and supply chain workflows. The integration supports Salesforce’s strategy to deepen AI across its CRM suite,...
Key Takeaways The U.S. Justice Department’s release of Jeffrey Epstein-related materials to Congress could expose reputational risks across finance, technology, and non-profit sectors. Historic associations with Epstein have previously led...
Key Takeaways China’s AI sector has maintained momentum despite U.S. export controls, with firms optimising existing hardware and developing domestic alternatives. Historical data reveals export restrictions may have fuelled rather...
Key Takeaways Polymarket data reflect a subdued 29% implied probability of a Russia-Ukraine ceasefire by end-2025, down significantly from earlier peaks near 70%. Geopolitical betting trends suggest enduring pessimism, with...
Key Takeaways Russian President Putin has signalled conditional support for Western-style security guarantees for Ukraine, potentially reducing conflict risk and impacting global markets. Energy and commodities markets may benefit from...
Key Takeaways President Trump is leading a high-stakes diplomatic effort involving Ukraine, Russia, and key European leaders, signalling potential shifts in geopolitical alliances and market dynamics. Energy markets remain sensitive...
