Newsletters

Evening Analysis – The Gist Google’s dominance is colliding head-on with Europe’s new AI frontier. Brussels opened a fresh antitrust probe today into whether the company siphons publishers’ and YouTube creators’ material to feed “AI Overviews” without fair terms—its second EU case in a month a…

Morning Intelligence – The Gist Paramount’s $108 billion all-cash raid on Warner Bros Discovery—$30 a share, 50 % richer in cash than Netflix’s accepted $72 billion mix—signals that global entertainment is consolidating even faster than regulators can count subscribers. Backed by Ellison money…

Evening Analysis – The Gist The UN has slashed next year’s humanitarian appeal to $23-33 billion—barely half of 2025’s request—after donor contributions collapsed to a decade-low $12-15 billion. Aid chief Tom Fletcher warns 250 million people need help, yet only 87 million can be targeted, wit…

Morning Intelligence – The Gist Thailand’s decision to bomb Cambodian positions hours ago shatters a U.S.– and ASEAN-brokered truce that had barely survived five months. One Thai soldier is dead, four wounded, and Bangkok is now evacuating 385,000 civilians; the July round displaced 300,000 an…

Evening Analysis – The Gist Russia’s overnight barrage – 653 drones and 51 missiles, the largest single-day strike since the invasion began – punched holes in power plants across eight Ukrainian regions, blacked out Kremenchuk’s refinery hub and forced nuclear units to throttle down. 585 drone…

Morning Intelligence – The Gist Beijing’s J-15s twice “painted” Japanese F-15s near Okinawa on Saturday, activating fire-control radar—an act of pre-attack intimidation unseen between the two air forces since a 2013 naval incident. Tokyo’s protest, backed by Washington and Canberra, underscore…

Evening Analysis – The Gist Washington’s newly-minted National Security Strategy sharpens the United States’ long-range sights on Taiwan, mentioning the island eight times and pledging “military overmatch” across the first-island chain. The document lands as China conducts its largest maritime…

Morning Intelligence – The Gist Good morning. French President Emmanuel Macron’s swift repudiation of Der Spiegel’s leaked-call claims is more than reputational tidying; it is a stress-test of the West’s ability to keep a single diplomatic front as Washington and Moscow grope toward a cease-fi…

Evening Analysis – The Gist Netflix’s $83 billion swoop on Warner Bros Discovery is not just another Hollywood headline—it is the largest media takeover since Disney-Fox in 2019 and hands a single platform the Harry Potter, DC and HBO crowns. The all-cash-plus-stock bid of $27.75 per share and…

Morning Intelligence – The Gist French President Emmanuel Macron’s three-day swing through China reached a symbolic peak this morning when Xi Jinping escorted him to Chengdu—an honour China has previously reserved for only two foreign leaders since 2013. The choreography signals Beijing’s cour…