Economics & Finance
Defense & Aerospace Radar - After the NATO Summit: What's Next for Western Security?
The latest NATO summit ended with familiar headlines: higher defense spending, stronger commitments to collective security, continued support for Ukraine, and new initiatives on defense production and military technology. NATO leaders emphasized that the alliance is moving from setting spending targets to delivering concrete capabilities, including expanded defense industrial cooperation
Alibaba Joins Apple To Bring Qwen AI To Devices In China
BEIJING, July 15 (Reuters) - China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China, paving the way for the long-anticipated rollout of the service in the country.
AI Speedrun - AI Propped Up the Global Economy. Can It Keep Doing So?
AI investment helped cushion global growth, but with hyperscaler capex nearing $725 billion, can demand and productivity justify the cost?
DeepSeek Is Preparing For IPO Filing as Soon as This Year
Chinese AI pioneer DeepSeek has begun preparations for an initial public offering and may file as soon as this year, setting the stage for what could be a landmark debut for the country’s technology industry.
Dubai plans new port to bypass Strait of Hormuz?
DP World is planning to build a new port and a container terminal on the United Arab Emirates’ east coast that would reduce Dubai’s dependence on its flagship Jebel Ali hub and bypass the Strait of Hormuz. Project to build capacity on UAE’s east coast represents a major shift after US-Iran war.
Results Deep Dive - ASML Raises Full-Year Outlook as AI spending grows, 2Q2026
ASML delivered a strong set of results for the second quarter of 2026, showing that the AI investment cycle is creating demand across several parts of the semiconductor industry.
Breaking News - US CPI Falls for the First Time Since 2020
US consumer prices declined in June for the first time in six years and a key gauge of underlying inflation was little changed, taking some pressure off the Federal Reserve to raise interest rates.
Breaking News - Stripe, Advent offer to buy PayPal for more than $53 billion, sources say
Stripe and private equity firm Advent International have made a joint offer to acquire PayPal Holdings Inc. for $60.50 per share, in a deal that would value the payments company at more than $53 billion, two people familiar with the matter said.
Global Chokepoint - Trump Drops 20% Fee for Hormuz Cargo After Gulf Pressure
President Donald Trump backed away from his plan to impose a 20% charge on cargo shipments through the Strait of Hormuz after US allies in the Gulf urged him to drop it.
Results Review - IBM, what does the 25% stock price drop tell?
On May 14, 2026, IBM (International Business Machines) shares plummeted 25% on Tuesday after the hardware, software and consulting provider released preliminary second-quarter results that fell short of expectations.
Operational Updates - Orient Overseas International (OOCL) posts solid 2Q2026 operating results
OOCL's 2Q2026 operating results suggest strong global trade demand despite concerns over geopolitical risks and trade frictions. The strength was led by all trade regions. Looking ahead, what would the tone be for 3Q2026?
Market Rumor - will Samsung think about potential US Share sale?
According to Bloomberg (July 14, 2026), Samsung Electronics Co. is in the early stages of exploring a potential offering of American depositary receipts, according to people familiar with the matter.
