Articles about Strategy

• Trump's AI adviser David Sacks defended the decision to allow UAE access to powerful American semiconductor technology, calling it a turning point for establishing US tech dominance globally. • The UAE's $1.4 trillion investment and economic framework with the US, announced last year, continues as planned with accelerated deployment and funding in AI, energy, advanced manufacturing, and critical infrastructure. • Trump's 2025 visit to the UAE resulted in plans for a 5GW UAE-US AI Campus, a major joint infrastructure initiative.

• Meta is reducing its workforce while simultaneously increasing investment in artificial intelligence capabilities and research. • The company is shifting resources to prioritize AI development over other business areas, signaling a strategic pivot in corporate priorities. • This move reflects broader industry trends where major tech companies are reallocating capital toward AI infrastructure and models despite economic pressures.

• Brent crude oil prices showed modest gains of approximately 1% despite elevated geopolitical rhetoric, indicating potential underestimation of conflict escalation risks by the energy market. • Energy price volatility is creating supply chain pressures and financial stress for corporations, with rising energy costs cited as a major factor in corporate capacity reduction decisions and market-wide weakness. • The US government's expanding influence over global energy markets reflects efforts to manage price stability and geopolitical risks, with EPA Administrator Lee Zeldin discussing energy policy responses on financial media.

Cyber experts say influence operations in ‘asymmetric’ campaign to intensify moral pressure on US and IsraelIran has radically overhauled its social media strategy in an all-out information war launched by the country’s Islamic rulers in response to US and Israeli military attacks.Cyber experts say Iranian foreign influence operations have gone into overdrive as part of an “asymmetric” campaign designed to complement its military retaliation and intensify moral pressure on the US and Israel into curtailing their war efforts. Continue reading...

• President Trump met Japan's prime minister on March 20, fielding questions from Japanese media on why allies were not warned before US strikes on Iran. • Meeting occurs as US redirects focus to Middle East, potentially weakening joint priorities with Japan on trade and security issues. • Discussions highlight differing US-Israel goals in the conflict, with Trump denying plans to deploy ground troops.

Attempt to ‘decapitate’ state may harden resistance instead of destabilising regime Middle East crisis – live updatesFighting intensifies between Israel and Hezbollah in southern LebanonIsrael’s decision to authorise its military to kill any senior Iranian official on its assassination list has raised significant new questions about its so-called decapitation strategy – and what it is intended to achieve.Privately, Israeli officials have briefed their US counterparts that in the event of an uprising, Iran’s opposition would be “slaughtered” . Continue reading...

• Oracle reported earnings that exceeded expectations, lifting its stock price, while Adobe continues to face investor skepticism over its AI strategy and competitive positioning amid broader tech sector repricing. • Morningstar downgraded Adobe's economic moat rating alongside Salesforce and ServiceNow, citing concerns that AI disruption could erode traditional software competitive advantages and justify lower valuation multiples. • The broader earnings season reveals a disconnect between traditional valuation metrics and AI disruption risks, prompting investors to reassess which software companies can sustain pricing power and market share in an AI-transformed landscape.

White House seems to have failed to anticipate that Tehran would fight back by trying to impose costs on the westMiddle East crisis – live updatesIf there was a moment when the absence of a US strategy on Iran was exposed, then this was it. Donald Trump demanded on Saturday that the UK, China, France, Japan and others participate in a naval escort for oil tankers through the strait of Hormuz.Despite launching the attack on Iran, with Israel, the White House does not seem to have fully anticipated what was likely to follow. Iran had few good military options for fighting back, but attacking US bases, US allies and merchant shipping in the Gulf was the most obvious response – to try to impose costs on the west. Continue reading...

• Adobe's CEO announced his resignation on March 13, 2026, causing the stock to plunge 7.6% in U.S. trading on Friday amid renewed skepticism over its AI initiatives. • The S&P 500 fell 0.6% to around 6,632, with Nasdaq Composite down 0.9%, pressured by oil prices near $100 per barrel from Iran tensions. • This leadership change revives investor concerns about Adobe's competitiveness in AI tools against rivals like OpenAI integrations in competitors.

Bitcoin climbed 1.3% to around $71,140 on March 13, 2026, boosting crypto-related equities like Coinbase Global, up 1.5%, and MicroStrategy, gaining 1.4%. The uptick provides a counterweight to equity declines driven by oil pressures. Crypto's decorrelation from traditional markets gains relevance in volatile times. Regulatory updates could amplify future moves.