The sharp fall in LVMH’s share price following its latest results was less about one disappointing quarter and more about a broader reassessment of the luxury sector’s recovery narrative. As the world’s largest luxury group, LVMH has long been treated by investors as a proxy for global high-end demand. When its performance and outlook fail…
The United Kingdom’s push to require Google to let websites opt out of AI-generated search overviews marks a pivotal moment in the evolving relationship between search engines, artificial intelligence, and digital publishing. Rather than targeting AI innovation itself, regulators are seeking to rebalance power between dominant platforms and content creators, arguing that choice, transparency, and…
What was once dismissed as an unavoidable byproduct of the digital economy is rapidly being reclassified as a strategic energy resource. Across parts of Europe, waste heat from data centers—especially those optimized for artificial intelligence workloads—is no longer vented into the atmosphere. Instead, it is being captured, upgraded, and redirected to heat entire campuses, residential…
Puma’s share price surge following Anta Sports’ decision to acquire a significant minority stake reflects far more than short-term deal enthusiasm. The transaction has been interpreted by investors as a strategic validation of Puma’s turnaround narrative at a moment when the German sportswear group has struggled with declining sales momentum, brand positioning challenges, and external…
European equity markets moved higher as investors digested the implications of a sweeping trade agreement between the European Union and India, an accord widely framed as transformational for global commerce and long-term corporate earnings. The deal injected fresh optimism into regional markets already navigating a delicate balance between trade opportunity, earnings season uncertainty, and lingering…
Samsung’s decision to begin production of its next-generation high-bandwidth memory chips marks a critical inflection point in the intensifying contest to supply the core components underpinning the global artificial-intelligence boom. The planned ramp-up of HBM4 manufacturing is not merely a routine technology upgrade, but a strategic move shaped by competitive pressure, customer concentration around AI…
The decision to send Meta Platforms, TikTok, and YouTube to trial over youth addiction claims marks a pivotal escalation in the long-running debate over social media’s impact on mental health. For years, the issue has been litigated in academic studies, congressional hearings, and public campaigns. Now, it is moving into a courtroom setting where jurors…
The threat by Donald Trump to impose a 100% tariff on Canadian goods marks a sharp escalation in North America’s trade politics, rooted less in immediate commercial flows and more in long-term strategic alignment. While the warning was triggered by Canada’s engagement with China, it reflects a deeper U.S. concern about how allies position themselves…
India and the European Union are moving toward what both sides have described as the “mother of all deals” at a moment when global trade is increasingly shaped by volatility, tariffs, and strategic realignment. The renewed urgency behind the negotiations reflects less a sudden convergence of economic interests and more a shared response to uncertainty…
TikTok’s survival in the United States was ultimately secured by a joint venture designed to defuse national security concerns, but by the time that deal materialised, the platform had already demonstrated something more fundamental: it was thriving economically, culturally and commercially despite years of political pressure. Far from limping toward rescue, TikTok entered its moment…
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