Technology Investment
The Metaverse is on Hold: Why Meta’s Pivot to AI is a Defining Moment for Tech Investing
Meta is slashing its metaverse budget to chase the AI boom. We analyze the profound financial implications for investors and the future of tech.
China’s High-Tech Gambit: Decoding the New 5-Year Plan for a Global Economy in Flux
China’s new 5-year plan signals a major pivot to tech self-reliance and domestic consumption amid US tensions, reshaping global finance and investment.
The Ghost in the Machine: Unpacking Corporate Mysteries, AI Ambitions, and a Telecom Titan’s Tussle
Unpacking the mystery behind First Brands’ rise and fall, Europe’s AI paradox, and KKR’s high-stakes telecom deal in a volatile global economy.