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UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine
UBS Finds Global Trade Structure "Surprisingly Stable" As AI Emerges As Growth Engine
Despite ongoing Gulf-related energy shocks, mounting concerns over a potential energy cliff (read here), and UBS last month reactivating its supply chain stress-watch coverage, another UBS analyst noted Wednesday that the overall structure of global trade remains "surprisingly stable."
Analyst Arend Kapteyn pointed out that the structure of global trade remains far more structurally stable than recent growth trends suggest, even as technology and AI-related categories have driven nearly 80% of recent trade growth while accounting for only...
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Jul 13, 2026 / Tyler Durden
China's Memory-Chip Challenger Faces A Test Of How Far US Curbs Can Reach
China's Memory-Chip Challenger Faces A Test Of How Far US Curbs Can Reach
ChangXin Memory Technologies is approaching a turning point.
The Chinese memory-chip maker has advanced far enough to draw interest from some of the world's largest technology companies, including Apple Inc., which has considered using its chips. But the same growth that has raised CXMT's commercial standing has also made it a more prominent target in the widening technology confrontation between Washington and Beijing.
The Pentagon has blacklisted the state-backed company over alleged links to China's military. In South Korea,...
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Mar 29, 2026 / Tyler Durden
Pentagon Eyes 'Weeks' Of Ground Operations In Iran As IRGC Threatens Tit-For-Tat Strikes On Universities
May 5, 2026 / Tyler Durden
Apple Shares Jump On Report Next iOS Will Allow Users To Choose Rival AI Models
Apple Shares Jump On Report Next iOS Will Allow Users To Choose Rival AI Models
Having appeared to be behind the game on its AI offerings for months, Apple will reportedly allow users choose from a range of outside artificial intelligence services to power features across its software, building on a strategy to turn its devices into a comprehensive AI platform.
Bloomberg reports that, according to people with knowledge of the matter, Users will be able to select from multiple third-party AI models for tasks like generating and editing text and images, according...
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