Tag: spending
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SK Hynix set for marquee US debut in test for AI appetite
July 10 : SK Hynix’s U.S. trading debut on Friday following a $26.5 billion share sale will be a key test of investors’ belief in the durability of the AI boom, coming after a recent pullback in semiconductor stocks.Chip stocks have lost some momentum in recent weeks after a stellar run, partly due to investo
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HSBC drops ‘overweight’ call on EM equities on AI spending fears
July 8 : HSBC closed its “overweight” stance on emerging markets equities on Wednesday, citing increased volatility in Asia and warning that renewed concerns over weaker AI spending could disproportionately weigh on EM Asian markets.EM Asian equities have remained volatile lately, with major technology stocks
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Germany: Record debt and a seismic policy shift
The German government’s draft budget for 2027 includes more money for the military and less for everything else, while debt continues to grow rapidly. The Cabinet has approved it, and now it needs to pass in parliament.
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NATO chief boasts European spending ahead of key summit
Under pressure from Washington, the impetus is on European NATO members at this week’s summit in Ankara to show they can deliver on defense spending commitments.
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Germany: Merz rebukes Trump jab over defense at Baltic event
In a meeting with Baltic leaders, Germany’s Chancellor Friedrich Merz played up Germany’s defense spending. It comes after new criticism from President Donald Trump that Germany is lagging behind other NATO allies.
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Europe is spending billions to rearm, so why the delays?
European countries have been trying to scale up their military capabilities, but their current defense production and procurement model is not fit for purpose, say experts.
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Europe’s defense ambitions get reality check
European countries have been trying to scale up and integrate their military capabilities, but their current defense production and procurement model is not fit for purpose, say experts.
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NATO
The North Atlantic Treaty Organization was created in 1949, in the wake of World War II. The 32 members of the mutual defense alliance include much of Western Europe, the United States, Canada and Turkey.
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Oracle shares slide as hefty AI spending, debt plans spook investors
June 11 : Oracle shares tumbled 12 per cent on Thursday as surging spending and a ballooning debt load fanned investor concerns about the cash burn in the company’s push to build out AI infrastructure.If the losses persist, the stock would log its biggest one-day drop since January last year, wiping off aroun
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UK: Defense Secretary John Healey quits in spending dispute
Britain’s defense minister has abruptly quit his post, saying the government’s plans to bolster defense spending in the coming years are inadequate. This could prove a further source of pressure for PM Keir Starmer.
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