Market AnalysisGlobal semiconductor revenue passed $425 billion in the second quarter of 2026, up 31.4% from the first, according to Omdia. That’s the fastest sequential growth the firm has recorded since it started…
PhotographyOpenAI has bought Glass Imaging, a Los Altos startup that makes camera software for smartphones, for more than $300 million. The Wall Street Journal reported the deal on Monday. Neither company has…
DossierSubject type: State-owned enterprise, naval and commercial shipbuilding Jurisdiction: People’s Republic of China Also known as: China Shipbuilding Group, 中国船舶集团有限公司 File opened: 14 September 2026 Last…
Travel MarketingNobody ties a bracelet on your wrist at the bottom of the Sacré-Coeur steps because they want €10 for a bracelet. They want your hand occupied and your eyes down for four seconds while somebody else…
Travel MarketingEvery metre of Italian beach below the high-water mark belongs to the state. It’s demanio marittimo, public property, and the law says you can walk to the sea and swim in it without paying anyone.…
Technology ConferenceEvent: AGNTCon + MCPCon Europe 2026 Dates: 17-18 September 2026 Location: RAI Amsterdam, Amsterdam, Netherlands Host: Agentic AI Foundation (AAIF), under the Linux Foundation What the event is AGNTCon…
Technology ConferenceEvent: AGNTCon + MCPCon North America 2026 Dates: October 22-23, 2026 Location: San Jose McEnery Convention Center, San Jose, California Host: Agentic AI Foundation (AAIF), under the Linux Foundation…
Market AnalysisStart with my conflict. I hold semiconductor and AI infrastructure positions, which means a calm story about AI is worth money to me and a frightening one isn’t. Take that into account for everything…
OPINTThe latest OPINT picture points to a widening vulnerability across the Middle East’s energy and transportation infrastructure. Rather than focusing on individual strikes or political statements, the…
OSINTSeven items from the past fortnight, all of them assembled from public data. Three of them describe activity that is falling while the pressure behind it rises, which is the harder pattern to write…