Luxury’s Fragile Rebound Exposed as LVMH Results Reset Investor Expectations

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…

From Server Racks to Radiators, AI Infrastructure Is Redrawing the Map of Urban Heating

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…

Strategic Capital and Brand Realignment Lift Puma as Anta Signals Long-Term Bet

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…

Courtroom Reckoning Tests How Far Platforms Can Be Held Liable for Youth Harm

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…

Platform Power and Algorithmic Reach Anchored TikTok’s U.S. Success Long Before Its Ownership Crisis Was Resolved

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…

Supply Chain Frictions Expose Fragility in Intel’s Long-Awaited Revival

For much of the past year, optimism around Intel’s revival had been building steadily. Investors bet that a combination of renewed data-centre demand, government backing and strategic reset would finally allow the chipmaker to reclaim relevance after years of lagging behind rivals. That confidence faltered abruptly when Intel’s shares tumbled, exposing how deeply supply chain…

From Experimental Tool to Civic Infrastructure: How OpenAI Is Pushing AI Into Everyday Global Life

Artificial intelligence is no longer being framed by its leading developers as a niche technology for specialists or a productivity add-on for elite firms. Instead, it is increasingly positioned as foundational infrastructure—something closer to electricity, broadband, or public health systems than to optional software. That shift in framing sits at the heart of OpenAI’s global…

Orbital Power Under Pressure: Why Iran’s Crackdown Has Become a Crucial Test for Starlink’s Security Model

Iran’s sweeping crackdown on dissent has pushed Elon Musk’s satellite internet network into one of its most consequential confrontations yet with a state determined to control information. As authorities restrict terrestrial networks and intensify surveillance, Starlink has emerged as a rare channel through which images, messages, and testimony can still reach the outside world. That…

Monetising the Interface: Why OpenAI Is Bringing Advertising Into the ChatGPT Ecosystem

OpenAI’s decision to begin testing advertising inside ChatGPT marks a significant inflection point in the commercial evolution of generative artificial intelligence. For a company that built its global reputation on subscription-driven access to conversational AI, the move signals mounting financial pressure, shifting user economics, and a broader recalibration of how AI platforms are expected to…

Experience Over Inventory: How Department Stores Are Recasting Themselves for a Post-Transactional Age

Across global fashion capitals, department stores are no longer defining themselves primarily as places to buy things. Instead, they are repositioning as destinations to spend time, discover culture, and participate in curated experiences that cannot be replicated online. From ice-skating performances and architectural tours to wine tastings, designer talks, and fine dining, the sector is…