Bidding Battle Intensifies as Major Streamers and Legacy Giants Position for Control of Warner Bros Discovery

Warner Bros Discovery has become the focal point of one of the most consequential power struggles in global entertainment, as Paramount, Comcast and Netflix submit preliminary offers that could redefine the landscape of film, television and streaming. The interest in acquiring the company is motivated by strategic necessity: slowing growth across streaming platforms, the rising…

Foxconn Re-tools for the AI Era While Forecasting a Major China EV Industry Shake-Down

Foxconn has announced a radical redeployment of its investment priority by committing an annual spend of between US$2 billion and US$3 billion into artificial intelligence infrastructure over the next three to five years. Rather than simply maintaining its historical role as a contract electronics manufacturer, the company is repositioning itself as a critical player in…

Momentum Builds in Robotaxi Race as Baidu and Nvidia Point to a New Inflection Point

Executives at key autonomous-vehicle firms are increasingly confident that the robotaxi business is passing a significant inflection point — one where scale, data advantage and regulatory momentum align to make commercial deployment more than a pilot experiment. On recent earnings calls, the CEO of a leading Chinese tech firm declared that driverless ride-services had reached…

China’s Micro-Drama Format Ignites India’s Streaming Race with Smartphone-Focused Storytelling

A fast, episodic storytelling format known in China as micro-dramas—typically two minutes or less—has rapidly leapt across borders into India’s streaming and short-video ecosystem, triggering a fresh wave of content competition. These highly-scripted bite-sized narratives, once the exclusive province of Chinese platforms, are now being localized, scaled and monetized by Indian production houses, apps and…

AI Boom at Crossroads as Nvidia’s Results Expose Structural Tensions

The upcoming earnings release from Nvidia Corporation places the wider artificial-intelligence wave under acute scrutiny, testing the strength of spending momentum and the durability of valuations. Having been a bell-wether for the AI-capex surge and a market favourite amid the boom, Nvidia now finds itself in a precarious position: strong demand persists, yet structural headwinds…

AI Surge Faces Reckoning as Google CEO Warns: “No Company Is Going to Be Immune”

The AI investment boom has reached a critical juncture, according to Sundar Pichai, chief executive of Alphabet Inc. and its operating subsidiary Google LLC. In a recent interview with the BBC, Pichai declared that while the current wave of artificial intelligence is “an extraordinary moment,” there are clear signs of “irrationality” in the market. He…

Samsung and Hyundai Boost Domestic Investment as New U.S.–South Korea Trade Deal Reshapes Strategic Priorities

South Korea’s largest industrial groups have announced sweeping new domestic investment plans following the completion of a major U.S.–South Korea trade deal, signalling a deliberate effort to counter fears that overseas commitments — particularly in the United States — could weaken the country’s manufacturing base. The announcements by Samsung Electronics, Hyundai Motor Group and leading…

Alphabet Rallies as Berkshire’s Unusual Tech Bet Signals Strategic Confidence in AI-Era Fundamentals

Alphabet shares climbed sharply after Berkshire Hathaway revealed a multi-billion-dollar position in the company — a move that immediately stood out for its rarity, timing and strategic implications. Berkshire has historically avoided high-growth technology firms unless their business models appeared durable and cash-generative over long horizons. Its $4.9 billion stake in Alphabet therefore marks not…

Shein Reassesses French Expansion Strategy After Paris Shoppers Reject Higher-Than-Online Prices

The rollout of Shein’s new physical concessions across France has been abruptly paused after the brand’s first Paris location revealed a widening gap between consumer expectations and in-store pricing realities. What was meant to be a high-impact entry into brick-and-mortar retail for one of the world’s most dominant online fast-fashion brands instead exposed structural misalignments…

Novo Nordisk Shareholders Back Turbulent Board Overhaul as Leadership Fractures Deepen and Weight-Loss Pressures Escalate

Novo Nordisk’s shareholders have approved a sweeping board overhaul that reflects deepening fractures at the world’s most influential obesity-drug manufacturer, signalling that the company’s governance crisis is now inseparable from the competitive storm reshaping the weight-loss market. What began as a disagreement over governance norms has quickly merged with far broader anxiety about Novo’s strategic…