Retailers Race to Redefine Online Identity as AI Rewrites the Rules of Digital Shopping

U.S. retailers are entering this holiday season with an unprecedented strategic shift: they are no longer competing only for human attention but also for visibility inside artificial intelligence systems that increasingly act as intermediaries between consumers and products. As generative AI begins shaping shopping behavior—from gift recommendations to direct in-chat purchases—retailers are confronting a fundamental…

Apple Poised to Overtake Samsung in Global Shipments for the First Time Since 2010 as Upgrade Supercycle Accelerates

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’s Slide Deepens as Company Struggles to Stem Decline in Global Sales

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…

Deutsche Bank Signals a New Era of Bullion Strength as 2026 Gold Forecast Jumps to $4,450

Deutsche Bank’s decision to lift its 2026 gold price forecast to $4,450 per ounce marks one of the clearest signs yet that major institutions expect the global bullion market to enter a structurally higher price regime. The upgrade underscores a confluence of forces reshaping the precious-metals landscape: persistently strong central-bank purchases, tightening global supply, elevated…

Bidding Battle Intensifies as Major Streamers and Legacy Giants Position for Control of Warner Bros Discovery

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 Re-tools for the AI Era While Forecasting a Major China EV Industry Shake-Down

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…

Momentum Builds in Robotaxi Race as Baidu and Nvidia Point to a New Inflection Point

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…

China’s Micro-Drama Format Ignites India’s Streaming Race with Smartphone-Focused Storytelling

A fast, episodic storytelling format known in China as micro-dramas—typically two minutes or less—has rapidly leapt across borders into India’s streaming and short-video ecosystem, triggering a fresh wave of content competition. These highly-scripted bite-sized narratives, once the exclusive province of Chinese platforms, are now being localized, scaled and monetized by Indian production houses, apps and…

AI Boom at Crossroads as Nvidia’s Results Expose Structural Tensions

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…

AI Surge Faces Reckoning as Google CEO Warns: “No Company Is Going to Be Immune”

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…