Our Insights
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On business, politics, communities, markets and media
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On business, politics, communities, markets and media
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DeepSeek disruption: How China’s AI moves wiped $500 billion off Nvidia’s market cap
Building on Matt Redley and Bob Huxford’s articles from Tuesday, David Linnett takes a deeper dive into DeepSeek and Nvidia. This week has been...
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AI innovation vs. investor fickleness
Nvidia losing $600 billion in value in a single day was, admittedly, quite a lot. But it shouldn’t have come as too much of a surprise. The Company...
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What does DeepSeek mean for AI?
Yesterday was an extraordinary day in the world of tech and AI. Leading chipmaker and darling of AI, Nvidia, went from the most valuable company in...
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Trump 2.0: Buckle up; trade is back in the spotlight
The Trump trade train is back, and this time, the ride is bumpier than ever. Indeed, as SEC Newgate stated on the front page of the FT last week...
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Will Trump’s DEI ban expose corporate signalling or spark a new era of resistance?
The implications of President Donald Trump's recent executive orders calling for bans on Diversity, Equity, and Inclusion (DEI) programmes have...
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Trump unleashes bid for AI world dominance
Someone or something is surely counting this week’s column inches related to President Donald Trump, and whatever the figure I’m sure Trump will be...
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TikTok's security paradox: Balancing fun and fear
Last week, Abbey Crawford wrote an article highlighting the growing concerns surrounding TikTok's national security risks, economic impact, and the...
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My first day at Davos
My first ever day in Davos for the World Economic Forum. As a complete newby, I thought I’d share some observations. Trump dominates everything Trump...
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