Walt Disney’s latest quarterly results reveal a widening structural divide inside the company: while its theme parks, cruise ships and streaming platforms continue to deliver measurable growth, the persistent deterioration of the traditional cable business is dampening overall revenue performance. This imbalance has become one of the most significant pressures facing the company as it…
Alphabet’s Google is facing renewed regulatory pressure in Europe as the European Commission opens a formal antitrust investigation into its spam-prevention policy, a move that underscores growing tensions between platform governance, algorithmic integrity and the economic stability of the news-publishing sector. The inquiry marks one of the most consequential tests yet of Europe’s Digital Markets…
Hon Hai Precision Industry Co., Ltd. (commonly known as Foxconn), globally recognised for its role as a major contract electronics manufacturer, delivered a 17 % year-on-year increase in third-quarter net profit, underscoring how its deeper footprint in AI-infrastructure manufacturing is reshaping its business model. The performance reflects not only robust demand for artificial-intelligence servers but…
In a bold move signaling how seriously it views geopolitical and supply-chain risks, General Motors (GM) has instructed several thousand of its parts- and materials-suppliers to eliminate sourcing from China, setting a targeted deadline of 2027 for key items. While this directive spans raw-materials, components and basic parts, the bulk of its rationale centres on…
Vietnam has entered a critical phase in its trade relationship with the United States, reportedly working to finalise a bilateral agreement that would reshape tariffs and market access. The move comes as Washington seeks to tackle the significant structural deficit it runs with Hanoi. Deputy Prime Minister Bui Thanh Son confirmed that talks are underway…
Shares of SoftBank Group tumbled by as much as 10 % in Tokyo trading following the disclosure of a $5.8 billion sale of its stake in Nvidia Corporation. While the divestment alone triggered the market movement, the underlying narrative is far broader: SoftBank’s ambitious move into artificial intelligence—most notably through its escalating commitment to OpenAI—is…
SoftBank Group’s second-quarter net profit of 2.5 trillion yen (approximately US$16.6 billion) signals more than just a good quarter—it reflects the culmination of a bold pivot into artificial intelligence (AI) led by its substantial investment in OpenAI. The gain is more than double the 1.18 trillion yen reported during the same period last year, underscoring…
Levi’s is preparing to broaden the availability of its high-end “Blue Tab” line of jeans and apparel next year, deploying the collection into more stores around the world as part of a strategy to capture rising demand for premium denim at a significantly higher price point. After initial launches in Asia and limited deployments in…
This year’s landmark climate gathering, the 30th session of the COP30, convenes in the Amazon city of Belém, Brazil. Far more than a routine global meeting, the event arrives at a moment when the urgency of climate action intersects with geopolitical complexity, financial shortfalls and rising demands for justice. The question now is not just…
Amid volatility in technology stocks and whispers of rotation toward value sectors, State Street Global Advisors maintains that the artificial intelligence (AI) rally is far from over. The Boston-based asset manager argues that despite intermittent pullbacks, the underlying structure of the AI-driven market remains intact — a function of deep capital expenditure cycles, investor psychology,…
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