South Korean companies struck $950 billion in semiconductor and AI deals with Nvidia, Anthropic and Broadcom at a San Francisco summit hosted by President Lee Jae-myung on July 24.
Author Archives: newanalytica
Posted inMarkets
Chip Stocks Slide as AI Capex Fears Grip Markets Ahead of FOMC
Semiconductor shares led Monday’s market decline, with Nvidia down 5%, AMD off 5.2%, and Sandisk shedding 11% on fears that circular AI financing could unravel if hyperscalers scale back data-centre spending.
Posted inEconomy
Bank of Japan Holds at 1% and Upgrades Growth Forecast as Yen Slides to 40-Year Low
Japan’s central bank held its policy rate at 1% on July 27, upgraded its GDP forecast to 0.8% for fiscal 2026, and signalled further tightening ahead as the yen neared a 40-year low.
Posted inGeopolitics
Israel and Lebanon Move Peace Talks to Rome as IDF Completes First Withdrawal
Israeli and Lebanese technical teams will meet in Rome from August 4 to 6 to expand a southern Lebanon pilot zone after the IDF completed its first troop withdrawal last week.
Posted inWorld
ICC Removes Chief Prosecutor Karim Khan After Historic Misconduct Vote
The ICC’s 125-member Assembly of States Parties voted July 24 to remove prosecutor Karim Khan, the first time the court has ever ousted its chief prosecutor.
Posted inTech
Anthropic Stands Alone as OpenAI Joins 32-Firm Open-Weight AI Coalition
OpenAI broke from Anthropic on July 25 by joining a 32-company letter defending open-weight AI models, leaving Anthropic as the only major US AI lab outside a growing coalition that now includes Nvidia, Microsoft, Meta, and Google.
Posted inMarkets
Brent Crude Falls 5% as Iran-US Pause Eases 13-Day Supply Threat
International oil benchmark Brent crude fell roughly 5% on July 27 after the US halted strikes on Iran and Tehran signalled it would reciprocate, reversing part of the war-driven premium that had pushed prices above $100 a barrel.
Posted inEconomy
UK Inflation Falls to 2.6% in June as Diesel and Food Prices Cool
UK consumer price inflation eased to 2.6% in June 2026, its lowest reading since March 2025, driven by falling diesel pump prices and the softest food inflation since August 2024, though services costs held firm at 3.6%.
Posted inGeopolitics
Iran Signals Attack Halt as US Pauses 13-Day Strike Campaign
After thirteen consecutive days of US air and naval strikes, Washington paused military operations against Iran on July 26 and Tehran indicated it would reciprocate, opening the first serious diplomatic space since the conflict began.
Posted inWorld
Brazil Blocks US Election Envoys as Lula-Trump Tensions Escalate
Brazil’s Foreign Ministry denied visas to two Trump administration officials planning to scrutinise the country’s October 4 presidential election, citing interference concerns amid an escalating tariff dispute.