Briefing: KLA Rival Calibrates New Buy Zone As Top Funds Scoop Up Shares
Strategic angle: Top funds are increasing their stakes in KLA's rival as it establishes a new buy zone.
Editorial Staff Mar 19
Markets
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Briefing: Gulf states have tolerated Iranian strikes so far — but their 'defensive' stance won't last forever
Strategic angle: Iran's Gulf neighbors have said attacks on energy infrastructure won't "go unanswered," but, so far, they have not hit back at Iran. That stance could change soon.
Editorial Staff Mar 19
Briefing: Alibaba revenue misses estimates in December quarter as net income drops 66%
Strategic angle: The tech giant is one of several Chinese AI firms that have been rushing to catch up to U.S. companies in the AI race.
Editorial Staff Mar 19
Briefing: Gold and silver sell off as inflation fears grip global markets
Strategic angle: Gold and silver prices moved lower on Thursday amid rising inflation concerns.
Editorial Staff Mar 19
Briefing: Iranian hospital in Dubai closed as UAE suffers third week of attacks
Strategic angle: Move part of wider crackdown on Tehran-linked institutions as conflict intensifies
Editorial Staff Mar 19
Oil prices jump after attacks on Gulf energy facilities
Qatar’s Ras Laffan LNG terminal, UAE’s Habshan gas facility and Iran’s South Pars gasfield all struck within past day
Editorial Staff Mar 19
Briefing: European markets set to slump at the open as Iran war intensifies
Strategic angle: European stocks are expected to slump at the open on Thursday as the Iran war escalates following attacks on Iranian and Qatari energy infrastructure.
Editorial Staff Mar 19
BMG sues Anthropic for using Bruno Mars, Rolling Stones lyrics in AI training
BMG takes legal action against Anthropic over unauthorized use of song lyrics in AI development.
Editorial Staff Mar 19
Briefing: Chip buyers in Europe are paying more and tapping backup stores as Iran war hits air freight
Strategic angle: The Iran war has caused turmoil to cargo routes through the Middle East, as shipping and airports have been targeted.
Editorial Staff Mar 19
Briefing: Europe's central banks are no longer in a 'good place' as Iran war upends forecasts
Strategic angle: The war in Iran has upset the economic equilibrium in Europe, threatening energy supplies, growth, and the outlook for consumer prices.
Editorial Staff Mar 19
Briefing: Japan rejects U.S. intel assessment on Takaichi's Taiwan remarks
Strategic angle: Chief Cabinet Secretary Minoru Kihara asserts no significant policy shift is occurring.
Editorial Staff Mar 19
Briefing: Asia tech stocks sink as oil spike and Qatar attacks threaten chip supply chain
Strategic angle: Asian technology stocks fell on Thursday as Iran's latest attacks on Qatar's Ras Laffan Industrial City and a surge in oil prices rattled investor sentiment.
Editorial Staff Mar 19
Briefing: Investors face cloudier Fed rate view as Iran war grips markets
Strategic angle: Market uncertainty rises as geopolitical tensions affect investor sentiment.
Editorial Staff Mar 19
Briefing: Iran sets its price to end the war
Strategic angle: Islamic regime is digging in for a protracted conflict as it seeks to ensure the US and Israel will not attack again.
Editorial Staff Mar 19
Briefing: Trump sails into battle with Lloyd’s of London
Strategic angle: The market’s historic strength in marine war insurance is being challenged by the US
Editorial Staff Mar 19
Briefing: US Explored Tying Naval Escorts in Strait of Hormuz to Government Insurance
Strategic angle: Vessels seeking protection may be required to take out cover from a programme run by the Development Finance Corporation.
Editorial Staff Mar 19
Briefing: HDFC Bank shares fall 5% as part-time chair resigns over 'ethics'
Strategic angle: Interim chairman Keki Mistry reveals resignation due to allegations without evidence.
Editorial Staff Mar 19
Briefing: Inside India newsletter: Gold loans are thriving in India — and attracting global investors
Strategic angle: Gold-backed lending, a billion-dollar industry, is reshaping India’s retail credit landscape and drawing global investors to the sector.
Editorial Staff Mar 19
Briefing: How the Trump White House tries to sell war and death as a game
Strategic angle: Declassified footage spliced with cartoon and action movie clips seeks to glorify US military prowess
Editorial Staff Mar 19
Briefing: PwC US boss says partners who resist AI have no place at the firm
Strategic angle: Consultancy begins overhaul of pricing and services in face of technology undercutting its business
Editorial Staff Mar 19