Enterprise software and cybersecurity costs house millions in annual spending worldwide. PitchBook just declared artificial intelligence the defining infrastructure layer for the next 50 years, reshaping competition across multiple sectors. Their 2026 AI Outlook report highlights how AI is quietly transforming enterprise architecture, defense systems, and global supply chains into

Global demand for gas turbines is surging amid the energy transition, with contracts expected to hit 80 gigawatts by the end of 2025. GE Vernova announced this milestone after securing these contracts within the year, signaling a strategic pivot for traditional energy infrastructure. But this is not just capacity growth—

OpenAI is ending its unique hybrid non-profit control and granting CEO Sam Altman equity, a move that changes the governance of one of AI’s most powerful players. This update, reported by Reuters, removes the non-profit’s direct oversight, granting more traditional startup incentives to OpenAI leadership. But this isn’

Bitcoin just smashed through US$94,000 amid a rare alignment of technical, institutional, and regulatory forces. The surge coincides with a critical moment for the Federal Reserve, whose next move sets the stage for capital flows across markets. But this isn’t simply a rally fueled by speculation — it

The eyewear industry typically demands decades of brand-building and manufacturing scale to dominate. Meta quietly acquiring at least a 3% stake in EssilorLuxottica, the owner of Ray-Ban, shifts this dynamic. Meta’s Unlike traditional tech investments focused on user acquisition costs, Meta is repositioning around a leverage point: tightly coupling

Contract manufacturing firms typically compete on thin margins and operational scale. Aequs, an India-based precision manufacturing company, shattered that mold, debuting on bourses with shares listing at a 13% premium against the IPO price of INR 140 each in December 2025. This move isn’t just a pricing anomaly—it

India's ecommerce space sees acquisition costs often exceed INR 300 per customer, challenging growth durability. Meesho defied this norm by debuting on stock exchanges with a 46.4% premium above its issue price, listing at INR 162.50. On December 2025, Meesho became the second Indian unicorn to

SpaceX plans one of the largest IPOs in 2025, targeting a market move that eclipses many traditional tech debuts. The timing comes as investors anxiously await signals from the Federal Reserve about interest rate directions, which heavily influence valuations. But this is not just about raising capital for SpaceX. The

The timing and process of appointing a Federal Reserve chair in the United States shapes global finance far beyond Washington’s borders. This week, Donald Trump is set to kick off the final round of interviews to fill this critical role, according to the Financial Times. But this isn'

China dominates global iron ore consumption but now faces a surge in prices driven more by financial speculation than by supply and demand fundamentals. China Mineral Resources Group Co., a state-backed trader, warns that prices risk becoming disconnected from physical markets as speculative trading swells. This shift is reshaping how

While global crypto adoption struggles with regulatory friction, the UAE is cementing its position as a blockchain hub by streamlining crypto access for users. botim money and Binance signed a memorandum of understanding during Binance Blockchain Week to explore new crypto services tailored for UAE residents in late 2025. This

Tariffs in the U.S. remain at multi-decade highs despite rollbacks, impacting consumer prices across sectors. President Donald Trump launched an economic tour defending his tariff policies, claiming they generated "hundreds of billions of dollars" in revenue while urging Americans to accept higher prices on certain products. This

Pfizer agreed to pay up to US$2.1 billion for an experimental oral obesity drug from Shanghai-based Fosun Pharma’s unit Yao Pharma. This stands out against typical drug development risk profiles, where early-stage assets often carry billions in uncertainty. But the value here isn’t just the asset—

Global cybersecurity spending is expected to top $200 billion in 2025, yet breaches keep rising. Kaspersky stands out with a 20-year AI investment that reshapes how businesses defend themselves. This isn’t simply about deploying AI—it’s a strategic system embedding decades of threat anticipation directly into their platform.

Kalshi launched a pioneering sports-prediction market that could disrupt $500B gambling industries by enabling legally regulated event-based trading. Last week, Massachusetts asked a judge to block Kalshi from operating its platform within the state, citing concerns over securities and gambling laws. This clash isn’t just about legality — it exposes

Drug development averages over $2 billion and 10 years per breakthrough. Pfizer just partnered with YaoPharma to co-develop a new weight management drug, signaling more than just a pipeline expansion. This alliance leverages distributed innovation networks instead of centralized R&D, shifting how pharmaceutical giants manage risk and speed

Cloud infrastructure deals rarely reach $17.5 billion, especially focused on a single market. Microsoft announced its pledge to invest this sum in India over four years, targeting AI and cloud growth—a market with 1.4 billion potential users. But this initiative is far more than capital infusion; it

Global stablecoin issuance remains dominated by the US dollar, limiting China’s influence in digital finance. China’s top tech companies are now lobbying Beijing to authorize an offshore yuan stablecoin, aiming to break that pattern. This move isn’t just currency innovation—it’s about unlocking new layers of

Attracting $17.5 billion in AI infrastructure investment far surpasses typical data center expansions, positioning India as a global AI hotspot. Microsoft announced its historic capital commitment to build cutting-edge data centers and AI infrastructure across India in December 2025. This move isn’t just about cloud capacity—it’s

Spending slowdowns have dropped Home Depot's fiscal 2026 sales and profit below analysts' forecasts, highlighting a deeper shift in American consumer behavior. Home Depot reported this slowdown just as the retail sector faces tighter consumer budgets amid inflationary pressures and cautious home improvement demand. But the real

Building data centers costs up to 3x more in emerging markets than in the US. Nigeria is seeing a huge surge in its local data center market, yet hyperscalers like AWS and Microsoft show no signs of investing there. According to a leading Nigerian data center builder, the challenges to

Dominating over 70% of the world’s cobalt supply, Congo just rewrote the rules with its new export quota system. Glencore is set to ship the first cobalt cargo under this regime, signaling a fresh phase in the global metals trade. This isn’t a simple regulatory tweak — it’s

Securing revenue in AI often costs billions in developer subsidies and cloud usage before profits appear. OpenAI just appointed Slack’s ex-CEO Denise Dresser as its first chief of revenue, signaling a break from the 'growth at all costs' era. But this move isn’t about hiring a

Top executive transitions tend to be framed as routine governance events, but Chevron's CEO Mike Wirth entering succession talks with the board signals a deeper strategic shift. His discussions, reported by Reuters on December 9, 2025, eclipse typical leadership handovers by spotlighting how legacy energy companies must embed

Global manufacturing often bets on specialization for scale, but Aequs challenges that norm by serving clients as varied as Boeing and Wonderchef. This Indian contract manufacturer has built a system to handle extreme variability without sacrificing efficiency. By managing such disparate demands under one roof, Aequs turns complexity from a