The U.S. economy registered a notable pickup in core inflation in July, with the personal consumption expenditures (PCE) index excluding food and energy rising to 2.9% year-over-year — the strongest reading since February. Behind the headline number is a convergence of forces: the delayed pass-through of import tariffs into consumer prices, persistent services inflation —…
Alibaba’s stock surge this year reflects more than a rebound in e-commerce; investors are pinning much of the company’s renewed momentum on a fast-accelerating cloud business that is monetizing demand for artificial intelligence. While the group still juggles heavy investments in instant commerce and faces the usual China-related macro and regulatory uncertainties, the underlying shift…
Dell Technologies’ shares slid after the company reported a second-quarter margin miss, but management lifted its full-year revenue and profit outlook — a contrast that has left investors asking why a firm would accept weaker near-term profitability and still sound upbeat about the year ahead. The short answer: Dell is aggressively prioritizing AI server shipments…
In July, Europe’s electric vehicle market witnessed a dramatic power shift as China’s BYD raced past Tesla in new registrations. BYD’s surge reflects a broader trend: affordable, competitive Chinese EVs are reshaping buyer preferences and cooling Tesla’s previously unshakeable dominance. Here’s how the landscape shifted—and what comes next. BYD’s Rapid Rise: Pricing, Product Breadth, and…
Nvidia has delivered yet another stellar earnings performance, showcasing surging demand for AI infrastructure. Yet even as its revenue and profit growth remain robust, uncertainty over access to the Chinese market casts a long shadow. Despite this, the company’s leadership continues to paint a bullish picture—signaling confidence in sustained global investment in AI, driven by…
Investors have reacted with unease to the U.S. government’s recent acquisition of an equity stake in a major chipmaker, warning that the move could blur the line between state policy and private enterprise, upset corporate governance norms, and usher in a broader, more interventionist industrial strategy. Market participants, fund managers and governance experts said the…
The Lego Group posted record first-half revenue as a deliberate combination of brand partnerships, product breadth and a near-consumer manufacturing footprint helped it outpace the wider toy market. Company executives and industry observers say the strategy married fast-moving marketing tie-ups with operational choices — more localised production, a heavy cadence of new sets, and sharper…
India faces a sharp economic reckoning as new U.S. tariffs that push duties on many Indian goods to as much as 50% take effect. The move — framed by Washington as punitive measures tied to India’s continued purchases of discounted Russian oil — threatens major export sectors, supply-chain relationships and jobs, while raising difficult strategic…
Intel’s disclosure that the U.S. government will take a near-10% ownership stake has injected immediate uncertainty into the chipmaker’s outlook, with company filings warning the arrangement could prompt “adverse reactions” from investors, employees, customers and foreign governments — and could directly threaten a business that earns the bulk of its revenue outside the United States.…
Elon Musk’s xAI and its parent platform X have launched a high-stakes antitrust suit in federal court in Texas against Apple and OpenAI, accusing them of using platform power and exclusive integrations to squeeze out rivals in the fast-evolving market for generative artificial intelligence. The lawsuit seeks billions in damages and aims to force changes…
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