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ASML’s Export Curbs Tighten as China Chip Gap Widens

ASML’s Export Curbs Tighten as China Chip Gap Widens

ASML faces tightening export curbs on China as restrictions expand from EUV to DUV tools, widening the chip gap and reshaping global semiconductor competition.
Salesforce Bets on Agentic AI as CRM Market Faces Disruption

Salesforce Bets on Agentic AI as CRM Market Faces Disruption

Salesforce is pushing agentic AI through its Agentforce platform as Microsoft and AI-native startups intensify pressure on the CRM market. Here is what is at stake.
Microsoft Trims Workforce Again as AI Automates Developer Roles

Microsoft Trims Workforce Again as AI Automates Developer Roles

Microsoft is cutting software engineers as AI tools like GitHub Copilot absorb more development work. The layoffs signal a deliberate strategy, not a financial crisis.
LVMH’s Watch Division Braces as Swiss Luxury Demand Cools

LVMH’s Watch Division Braces as Swiss Luxury Demand Cools

LVMH's watch division faces falling Chinese demand, gray market pressure, and shifting consumer habits as the Swiss luxury watch boom fades.
Google Antitrust Breakup Talks Put Chrome and Android at Risk

Google Antitrust Breakup Talks Put Chrome and Android at Risk

The DOJ is pushing to break up Google by forcing a sale of Chrome and restricting Android as part of sweeping antitrust remedies following a federal monopoly ruling.
Intel’s Foundry Ambitions Stall as TSMC Widens the Gap

Intel’s Foundry Ambitions Stall as TSMC Widens the Gap

Intel's foundry ambitions face mounting challenges as TSMC widens its lead in advanced chip manufacturing, leaving Intel's 18A node delayed and customers uncommitted.
Aramco Cuts Capital Spending as Oil Price Outlook Darkens

Aramco Cuts Capital Spending as Oil Price Outlook Darkens

Saudi Aramco is cutting capital spending as crude prices soften and demand growth slows, protecting dividends while scaling back production ambitions.
Japan’s Seven & i Breakup Plan Tests Convenience Store Giant’s Future

Japan’s Seven & i Breakup Plan Tests Convenience Store Giant’s Future

Seven & i Holdings is breaking up its retail empire to unlock value in 7-Eleven and fend off a hostile bid from Canada's Couche-Tard. The plan carries serious risks.
Tesla’s Robotaxi Rollout Faces Regulatory Walls Across U.S. Cities

Tesla’s Robotaxi Rollout Faces Regulatory Walls Across U.S. Cities

Tesla launched its robotaxi service in Austin, but expanding nationwide means clearing a different regulatory wall in every city and state.
Ryanair Presses Boeing for Delivery Guarantees as Fleet Gap Widens

Ryanair Presses Boeing for Delivery Guarantees as Fleet Gap Widens

Ryanair is pressing Boeing for firmer delivery guarantees as a 25-aircraft shortfall threatens the airline's capacity growth and peak summer revenue plans.
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