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Maersk said its AE15 Gemini service will transit the Suez Canal, marking the first step in a gradual resumption of Suez Canal sailings.
2026-07-06
Maersk said its AE15 Gemini service will transit the Suez Canal, marking the first step in a gradual resumption of Suez Canal sailings.
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2026-07-06
The market was initially focused on whether Microsoft could translate its massive investment in AI infrastructure into revenue and profit margins. The current reality is that the company is simultaneously increasing its AI investment while cutting or
The market was initially focused on whether Microsoft could translate its massive investment in AI infrastructure into revenue and profit margins. The current reality is that the company is simultaneously increasing its AI investment while cutting organizational costs in sales and gaming. The adjustments related to Xbox particularly illustrate this point. While the overall layoff rate is not high, the internal restructuring within the gaming business is profound. The layoffs are not attributed to whether individual positions have been replaced by models, but rather to a re-prioritization of budgets between inefficient and high-investment businesses.
2026-07-06
Industry data show China’s lithium‑battery scheduled output (energy storage + EV powertrain + consumer) in July 2026 was about 283GWh, up 5.6% MoM. Energy‑storage cell output accounted for 42.9%. Global scheduled lithium‑battery output was 296GWh, up
Industry data show China’s lithium‑battery scheduled output (energy storage + EV powertrain + consumer) in July 2026 was about 283GWh, up 5.6% MoM. Energy‑storage cell output accounted for 42.9%. Global scheduled lithium‑battery output was 296GWh, up 5.3% MoM. This is the fifth consecutive month of record highs. June–July are normally a seasonal trough, but scheduling has continued to rise; industry sources say the increase reflects a structural upgrade in demand as global lithium‑battery demand broadens from NEV‑led to multi‑pillar growth.
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