The week ending August 22, 2025, saw significant shifts. OpenAI’s GPT-5 launch underscored the emotional bond between users and AI. In semiconductors, the U.S. government acquired a 10% stake in Intel, while Nvidia ceased H20 chip production for China, highlighting techno-nationalism. Escalating cyber threats also revealed a fragmented global security landscape.
The week ending August 22, 2025, saw a sharp reversal, driven by Fed Chair Powell’s dovish Jackson Hole speech. Signalling potential rate cuts, it sparked a fierce global rally, pushing the Dow to a record high. However, local economic conditions led to significant market divergences, notably in Germany and Japan.
The week ending August 15, 2025, showed jarring IT industry contradictions. Geopolitical tensions escalated with 100% semiconductor tariffs and a “pay-to-play” AI chip deal. AI revolution accelerated, compelling huge investments despite GPT-5 backlash and ethical concerns.
Global financial markets navigated a landscape of powerful and often contradictory forces during the week ending August 15, 2025. Investor sentiment was caught in a pronounced tug-of-war between palpable optimism and creeping macroeconomic anxiety. On one side, a high-stakes diplomatic summit in Alaska, aimed at brokering an end to the war in Ukraine, fueled hopes for geopolitical de-escalation, lifting equities, particularly in Europe. This optimism was reinforced by continued monetary easing from key central banks in the United Kingdom and Australia, which cut interest rates to shore up their respective economies.
Global Markets Navigate Inflation Surprises and Geopolitical Hopes in a Landmark Week Read More »
This week, the tech world saw a week of contradictions. OpenAI launched GPT-5, a powerful new AI model pushing the industry toward proactive “agentic” collaborators. Simultaneously, a 100% US tariff on imported semiconductors sent shockwaves through the hardware supply chain, escalating the global chip wars.
The Week in Tech: GPT-5, A Tariff Shockwave, and the New Rules of the Road Read More »
Global markets (week ending August 8, 2025) were pulled between US tariff fears and rate cut hopes. Weak US jobs data solidified expectations for Federal Reserve easing, sparking a “bad news is good news” rally in US tech. However, India slid down due to new tariffs, showcasing divergent global impacts.
