Key Takeaways TSMC faces a substantial earnings risk, with a potential 70%+ EPS decline under an adverse geopolitical scenario due to its concentrated production base in Taiwan. Over 90% of...
Key Takeaways President Trump’s executive order aims to accelerate the export of U.S. artificial intelligence technologies to allied nations, reinforcing both economic and geopolitical objectives. A central component of the...
Key Takeaways Apple prioritises returning capital to shareholders, with $23 billion returned in Q2 2025 and a new $110 billion share repurchase authorisation. The company’s substantial free cash flow, reaching...
Key Takeaways An internal investigation at the World Economic Forum has reportedly identified a pattern of workplace misconduct by its founder, Klaus Schwab, spanning over a decade. The allegations include...
Key Takeaways Jeff Bezos has sold Amazon shares worth over £4 billion in July 2025, part of a prearranged Rule 10b5-1 trading plan to sell up to 25 million shares...
Key Takeaways ServiceNow exceeded Q2 2025 expectations, with revenue reaching $3.2 billion against a $3.1 billion consensus and EPS hitting $4.09, well above the anticipated $3.57. Subscription revenue growth remains...
Alphabet Inc., the parent company of Google, has once again demonstrated its financial resilience with a robust set of results for the second quarter of 2025 (April to June). The...
Key Takeaways The White House has launched an AI action plan focused on deregulation and infrastructure investment to accelerate technological development and maintain a competitive edge over China. The strategy...
Key Takeaways The White House’s AI Action Plan aims to accelerate AI adoption across federal agencies by removing regulatory hurdles, prioritising innovation over restrictive oversight. The policy shift stands to...
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...
