Business

The Deal That Shocked Silicon Valley: OpenAI and AMD Forge a Surprise Alliance

A deal of stunning scale and strategic implication shocked Silicon Valley on Monday, as OpenAI and AMD unveiled a surprise multibillion-dollar alliance. The partnership, which few analysts saw coming, immediately reshuffles the deck in the high-stakes game of artificial intelligence and semiconductor manufacturing. The shockwaves were first felt on the stock market, where AMD shares exploded by over 30%, adding a massive $80 billion to...

A Shot in the Arm: How Grants Revived a Sluggish Auto Sector

The UK's automotive sector received a powerful shot in the arm this September, with a government-funded grant scheme acting as a potent medicine to revive a market that had been suffering from a "sluggish summer." The record-breaking electric vehicle sales were a direct symptom of this successful intervention, breathing new life into the industry. Before the grant was reintroduced in July, the market's pulse was...

The Quiet Revolution: DeepSeek’s ‘Experimental’ Model has Massive Implications

Don't be fooled by the "experimental" tag—DeepSeek's release of V3.2-Exp is the start of a quiet revolution. Without the fanfare of a massive, mainstream...

The Great Decommitment: Banks Backtrack as Net Zero Alliance Folds

A "Great Decommitment" from collective climate action appears to be underway in the banking sector, symbolized by the folding of the Net Zero Banking...

Beyond Rivalry: A Glimpse of the UK’s New Industrial Ecosystem

The traditional battle lines of British industry have been redrawn by a landmark collaboration between Tata Steel and British Steel. In a move driven...

Weaponization of Trade: Is the US Tariff List a New Economic Tool?

The United States' use of a "rolling list" of tariff-eligible goods is being seen in Europe as the weaponization of trade policy, transforming it...

Weaponization of Trade: Is the US Tariff List a New Economic Tool?

The United States' use of a "rolling list" of tariff-eligible goods is being seen in Europe as the weaponization of trade policy, transforming it...

A Tariff with a Loophole: Is the “Made in USA” Label the Only Escape?

Donald Trump's latest tariff threats appear to come with a very specific, and very costly, loophole: a "Made in USA" label. The prevailing analysis...

Five-Year Extension: Peak Oil Demand Now Forecast for 2030 at 103M b/d

The global moment of peak oil demand has been extended by five years, now expected in 2030 at 103 million barrels per day (b/d),...

The Great AI Consolidation: How This Deal Accelerates a “Winner-Take-All” Future

This week’s announcement of a $100 billion alliance between Nvidia and OpenAI is a watershed moment that dramatically accelerates the consolidation of power within...

Labour’s Poll Hopes and UK’s Economy Lifted by Google’s $6.8B Pledge

The economic prospects of the United Kingdom and the political hopes of the Labour party have both been lifted by Google's pledge of a...

The Price of Oil: How India’s Russian Energy Deals Led to US Tariff Hikes

India's continued purchase of Russian oil is a central factor in the escalating trade tensions with the United States. Last month, the US increased...

Is Genius Enough? Why “Extraordinary Luck” Is a Key Ingredient in Musk’s Plan

While Tesla's board cites Elon Musk's "visionary leadership" as the key to its future, some analysts suggest another, equally important ingredient will be needed...

Google’s Moat Is Breached: Data Sharing Order Targets Core Competitive Advantage

While Google avoided the calamity of a breakup, the antitrust ruling delivered a strategic blow to the heart of its competitive advantage. The court's...