Business ❯ Corporate Strategy

Competitive Analysis

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Broadcom Faces Big Test as AI Financing Talks and Q3 Earnings Loom

A potential $70–100 billion Broadcom‑backed debt package raises contingent credit risk for the company ahead of its September 2 earnings.

Walmart Begins Tap-to-Pay Rollout at Select U.S. Stores

Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

AMD Agrees to Buy Taalas to Add Model‑Specific AI Inference Chips

eBay Raises Full-Year Targets After Strong Q2 While Flagging Short-Term Margin Pressure

Apple Posts Record June Quarter but Warns of Memory Costs and Chip Limits

Prologis Agrees to Buy Segro for About £14 Billion

Google’s Gemini Reaches 950 Million Users as Spark Agent Expands

Rapidus Targets TSMC With Aggressive 2nm Wafer Pricing

Big Tech Commits $600–$725 Billion to AI in 2026

Grok 4.5 Enters Private Beta at SpaceX and Tesla

Cerebras Wins Wall Street Backing After Wafer-Scale Chip Showcase

Anthropic Files Confidential S‑1, Poised for Near‑$1 Trillion IPO

TSMC Rises to 52‑Week High After Record Quarter, 17% Dividend Hike

Uber Mulls Higher Takeover Offer for Delivery Hero

TSMC Extends Lead in AI Chips With Record Margins and Higher 2026 Targets

Nvidia’s Quantum AI Models Jolt IonQ and D‑Wave Stocks

Air France-KLM, Lufthansa Submit Non-Binding Bids for TAP Air Portugal

Norwegian Cruise Line Overhauls Board After Elliott’s Push

Cintas to Acquire UniFirst in $5.5 Billion Cash-and-Stock Deal