Apple is on track to overtake Samsung in annual smartphone shipments for the first time in nearly a decade and a half, marking a structural inflection point in the balance of power within the global handset industry. Analysts now estimate that Apple will ship more iPhones than Samsung ships smartphones in 2025, ending a dominance…
Tesla finds itself entangled in a growing sales slump across its core markets — Europe, China and the United States — even as its founder and CEO prioritizes long-term ambitions in robotics and autonomous driving. The fundamentals of its automotive business are under strain: falling deliveries, shrinking market share, intensifying competition, and an ageing product…
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 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…
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…
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…
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…
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 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…
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…
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