Business analyst Shaun Rein looks at the nervewracking few weeks for the global IT industry, starting with the DeekSeek moment of fame, proving that China was way ahead of the US competition in AI. Also, TikTok, Trump’s curtailing of Nvidia, RedNote’s success, censorship in the US, and Silicon Valley get his verdict on East-West Investment opportunities.Read More →
While the stiff inflation rate was one of the key reasons US voters preferred Trump over Harris, Trump’s announced China tariffs would increase the costs for US consumers, warns Harry Broadman, former U.S. assistant trade representative in the George H. W. Bush administration in Dow Jones.Read More →
The world was in awe when Nvidia emerged as a giant in the stock markets, but the AI industry is still waiting for a real shake-out as it is still lacking a real killer app, says Winston Ma, adjunct professor at the NYU School of Law, in a comment at Forbes.Read More →