Ellison’s High-Stakes Backstop Reshapes the Power Balance in Hollywood’s Streaming Endgame

Larry Ellison’s decision to personally guarantee $40.4 billion in equity financing for Paramount Skydance’s bid for Warner Bros Discovery marks one of the most consequential individual interventions in modern media dealmaking. More than a gesture of confidence, the move fundamentally alters the credibility, risk profile and strategic logic of a transaction that sits at the…

Inside Google’s AI Inflection Point as Leadership Shift Reasserted Control Over the Company’s Future

For much of the past three years, Google appeared uncomfortably close to losing the position it had held for two decades as the internet’s default gateway. The shock arrival of generative AI tools, led by OpenAI, did not merely introduce a new product category; it challenged the foundations of Google’s search-driven business model. As conversational…

Fashion’s AI Turn Comes Into Focus as Zara Experiments With Digital Imagery

Zara’s decision to use artificial intelligence to generate fashion imagery based on real-life models marks a pivotal moment in how the global fashion industry is rethinking visual production. What appears to be a technical adjustment in content creation is, in reality, a signal of deeper structural change. By blending AI-generated visuals with traditional modelling practices,…

Structural Compromise and Strategic Control Shape ByteDance’s TikTok U.S. Pivot

After more than four years of regulatory pressure, political brinkmanship, and legal uncertainty, ByteDance’s decision to formalise a U.S.-controlled joint venture to operate TikTok’s American app marks a strategic recalibration rather than a simple divestment. The agreement reflects a carefully engineered compromise that allows TikTok to continue operating in its largest overseas market while addressing…

Compute Power Economics Drive Amazon–OpenAI Talks as AI Capital Race Intensifies

Amazon’s discussions about a potential multibillion-dollar investment in OpenAI are less about equity ownership and more about securing long-term positioning in an artificial intelligence economy increasingly defined by scale, compute intensity, and capital endurance. While the headline figure of a possible $10 billion investment and a valuation north of $500 billion grabs attention, the strategic…

Insider Liquidity and IPO Positioning Propel SpaceX Toward an $800 Billion Valuation

SpaceX’s decision to open a large secondary share sale at a valuation of roughly $800 billion marks a pivotal moment for the privately held aerospace and satellite company, underscoring how far it has moved from a capital-hungry launch startup to a platform-scale business preparing for public-market scrutiny. The transaction, which allows insiders to sell shares…

China’s AI Appetite Pushes Nvidia Toward a Supply Recalibration as Geopolitics and Capacity Collide

Nvidia’s internal deliberations over whether to expand production of its H200 artificial intelligence chip highlight the growing tension between global demand dynamics and geopolitical constraint. At a time when the company is racing to roll out its next-generation platforms, unexpectedly strong interest from China in a high-end processor has forced a reassessment of supply priorities,…

Oracle’s Slide Deepens Market Anxiety as Soaring AI Capex and Weak Guidance Reignite Fears of an Inflating Tech Bubble

Oracle’s shares tumbled sharply after the company delivered a combination of weak forward guidance, soaring capital expenditure projections and softer-than-expected cloud contract bookings—all of which intensified investor unease that the current wave of artificial intelligence spending may be structurally ahead of real-world demand. The sell-off reflects a broader reckoning across the technology sector as markets…

Investors Brace for Frenzied Market Mania as SpaceX’s Long-Awaited Trading Debut Looms

Reports that SpaceX is preparing for a historic public listing have triggered intense excitement among investors who have waited years for a chance to buy into one of the world’s most influential space companies. Yet beneath the enthusiasm is a recognition that the potential debut—rumoured to target more than $25 billion in fresh capital and…

Amazon Positions India as a Global AI and Export Powerhouse with Ambitious $35 Billion Investment Plan

Amazon’s announcement that it will invest more than $35 billion in India by 2030 marks one of the most significant expansions of U.S. corporate presence in the country’s digital and manufacturing landscape. As global competition intensifies in artificial intelligence, cloud infrastructure and cross-border e-commerce, the move signals a strategic recalibration of Amazon’s long-term priorities. India—now…