Topic: geopolitical risks
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NVIDIA beats Q1 estimates, guides $91bn Q2, adds $80bn buyback
Nvidia reported Q1 revenue of $81.6 billion, an 85% year-over-year increase, and guided Q2 revenue to approximately $91 billion, exceeding analyst expectations. The board authorized an additional $80 billion share buyback and raised the quarterly dividend from one cent to 25 cents per share, sign...
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PwC: AI Leads Cybersecurity Spending as Top Priority
Artificial intelligence is now the top cybersecurity spending priority for businesses, reflecting a strategic shift toward AI-driven defense mechanisms against evolving digital threats. AI-based security solutions lead budget priorities at 36%, surpassing other areas like cloud security and netwo...
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China humanoid robot forecast doubles to 50,000 units
Morgan Stanley has doubled its forecast for China humanoid robot shipments twice in six months, now predicting 50,000 units in 2026, driven by faster-than-expected commercial adoption in factories, retail, and service sectors. China's humanoid market is projected to reach $2 billion this year and...
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China’s robot-hand unicorn Linkerbot targets $6bn valuation
Linkerbot, a Beijing-based startup founded in 2023, has achieved 80% of the global market for high-degree-of-freedom dexterous hands and is preparing a funding round at a $6 billion valuation, double its previous round. The company’s flagship Linker Hand series ranges from 6 to 42 degrees of free...
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STMicroelectronics Targets $3B+ in Space Revenue
STMicroelectronics targets over $3 billion in cumulative revenue from its space semiconductor business between 2026 and 2028, driven by rapid growth in low-Earth-orbit (LEO) revenue, which rose from $175 million in 2021 to an expected $1 billion by 2026. The growth is fueled by a shift from gover...
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Cerebras targets up to $4 billion IPO at $40 billion valuation
Cerebras Systems is seeking to raise up to $4 billion in a Nasdaq IPO at a roughly $40 billion valuation, a dramatic increase from its $8.1 billion private valuation in September 2025, following a stalled 2024 IPO due to a national-security review of its largest customer, G42. The company's valua...
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Oracle Names Hilary Maxson CFO for $50B AI Data Center Expansion
Oracle has appointed Hilary Maxson, former CFO of Schneider Electric, as its new CFO effective April 6, 2026, to lead financial strategy during its massive AI-driven data center expansion and transformation. The company is undertaking extraordinary capital expenditure, guiding for $50 billion thi...
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Must-Know Marketing Strategies for 2026 Success
Strategic planning for 2026 requires clarity, measurable objectives, and cross-functional collaboration to ensure alignment and responsiveness in a complex landscape. Global factors, sustainability, and flexible budgeting must be integrated to navigate geopolitical risks, shifting workforce dynam...
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Sony CEO: PS6 launch date unclear as RAM shortage forces action
Sony CEO Hiroko Totoki confirmed that the PS6 launch date remains uncertain due to supply chain disruptions and global trade tensions, not a lack of design readiness. A critical RAM shortage, worsened by import tariffs and retaliatory trade policies, is forcing Sony to reassess its manufacturing ...
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Claroty Secures $150M to Boost Critical Infrastructure Cybersecurity
Claroty secured $150 million in Series F funding, led by Golub Growth, to accelerate global growth and develop a unified platform for protecting critical cyber-physical systems like power grids and water facilities. The need for such protection is urgent, as cyber threats like ransomware increasi...
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Nvidia's $1T rally eclipses China's DeepSeek, fueled by tech giants
Nvidia Corp shares have surged $1 trillion in two months, with investors betting on further gains as concerns fade and optimism grows, according to Bloomberg. Nvidia's recent earnings report addressed key worries, including U.S. restrictions on advanced semiconductor sales to China , AI spending outlooks, and Nvidia’s ability to scale up its Blackwell chip supply. With this the stock left behind the huge dent that China's DeepSeek made in US stock market in January this year. DeepSeek set off a ...
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