Defence stocks led the week with Hanwha +12.4%, BAE +10.0%, and Rheinmetall +8.2%. Nvidia rallies 3.8% ahead of Q4 earnings. Chinese tech dips. Light rare earths extend their supply squeeze.
Tesla is discontinuing its flagship vehicles to build humanoid robots. The decision is a bet that the robotics market will dwarf the automotive industry within a decade.
DeepSeek V4 challenges Western compute assumptions. New Delhi rewrites AI governance rules. Washington turns chip denial into managed access. Five developments shaping the global technology competition this week.
What began as a policy of strategic denial has quietly become managed, monetised access. The H200 saga reveals the central contradiction of American technology policy — and the cost of resolving it.
DeepSeek's Engram architecture may represent the most significant shift in LLM design since Mixture-of-Experts. The implications extend from model performance to hardware dependency and the geopolitics of compute.
A new model from DeepSeek is expected within days. Nicknamed "CodeKiller," V4 targets Western dominance in AI-assisted coding, and its implications extend well beyond software.
The most important developments in the Tech Cold War this week — across AI, chips, critical minerals, and defence.
The competition for AI supremacy has entered a new phase. Hardware dominance alone no longer guarantees leadership.
A web of new security partnerships — from AUKUS to NATO's Indo-Pacific outreach — is reshaping how democracies develop and deploy military technology.
The EU has set ambitious targets for strategic raw materials. But financial, legal, and administrative bottlenecks are slowing progress while the US and China race ahead.
From blanket bans to case-by-case deals, the US semiconductor strategy toward China has undergone a dramatic transformation. Here's what it means.
The global battle for technological supremacy is the defining geopolitical contest of our time. Here's everything you need to know.