Business

Baidu moved first in China's AI race with Ernie Bot, but a fast-moving field of rivals is narrowing its lead across both consumer and enterprise markets.

Apple's Core Technology Fee has drawn a formal non-compliance finding from the European Commission under the Digital Markets Act. A fine of up to 10% of global revenue is now possible.

X's ad revenue continues to slide while Meta's Threads builds advertiser trust through steady product growth and Meta's established brand safety infrastructure.

Samsung's chip yield problems on its 3nm node are accelerating customer consolidation around TSMC, deepening the Taiwanese foundry's lead in advanced chip manufacturing.

Nvidia's data center GPU dominance faces real pressure for the first time - from hyperscaler custom silicon, AMD competition, and export restrictions reshaping its biggest markets.

OpenAI is restructuring into a for-profit public benefit corporation, alarming nonprofit backers, rivals, and state regulators who question whether its safety mission survives the shift.

Amazon and Walmart are in a direct fight over same-day delivery dominance, each betting billions on competing logistics models and customer lock-in strategies.

PayPal is expanding PYUSD stablecoin use into merchant checkouts, targeting card network fees and faster settlement as crypto spending edges toward everyday commerce.

Adidas and Nike face steep tariff costs on Asian-made footwear, with price increases expected across mid-range sneakers as both brands scramble to adapt supply chains.

Spotify is bundling audiobooks into its Premium tier, compressing per-listen revenue and forcing publishers to rethink how audio rights are valued and distributed.