Stock market winners and losers in 2025
📈 2025’s Big Winners🧠 1. AI & Semiconductor Leaders Chipmakers surged as artificial intelligence spending drove demand for high-performance compute. Nvidia became one of the most valuable companies ever and led the gains among AI-related tech names. Financial Times Memory and AI infrastructure suppliers — South Korea’s SK Hynix saw a huge surge (~+234%) as […]
Why has Tencent secured access to Nvidia’s most advanced AI processors ?
🔑 1. How the deal actually works Tencent has secured access to Nvidia’s most advanced AI processors (the Blackwell series, including B200 and potentially B300 chips) even though U.S. export controls restrict these chips from being sold directly into China. The workaround: The GPUs are housed in data centers outside China, specifically in Osaka, Japan […]
Why are UK exporters increasingly dissatisfied with EU trade terms, survey finds
Here’s a clear summary of why UK exporters are increasingly dissatisfied with the terms of trade with the EU, according to the latest survey and related reporting: 📉 1. Current Trade Deal Seen as Not Working Well A British Chambers of Commerce (BCC) survey found that 53–54% of UK exporters say the current EU-UK Trade […]