The Strategist
Markets & Industries

Experts forecast Apple will overtake Samsung in smartphone shipments in 2025 for the first time in 14 years - 11/27/2025

Apple Inc. is set to surpass South Korea's Samsung Electronics in global smartphone shipments for the first time in 14 years in 2025, as reported by Counterpoint Research. The forecast indicates that Apple's iPhone shipments will reach 243 million units worldwide this year, compared to Samsung's approximately 235 million units. By the end of the year, Apple is expected to hold a 19.4% share of...

Global tablet sales down 4.4% in Q3 - 11/25/2025

According to IDC, worldwide tablet shipments in Q3 decreased by 4.4% compared to the previous year, totaling 38 million units. The research firm stated in a report that after six straight quarters characterized by product updates and quicker replacement cycles, the tablet market is exhibiting signs of slowing down. This arises from considerable inventory accumulation, partly because of worries...

European Commission launches investigations into Amazon and Microsoft's cloud services - 11/19/2025

The European Commission has initiated three separate inquiries into Amazon Web Services (AWS), provided by Amazon.com Inc., and Azure, offered by Microsoft Corp., under the Digital Markets Act (DMA). The DMA is designed to curb the dominance of major technology companies and promote fair competition for smaller businesses. One of these inquiries will examine if the DMA is adequately addressing...

Bloomberg: Donald Trump continues to buy corporate and municipal bonds - 11/17/2025

US President Donald Trump has continued to purchase municipal and corporate bonds this fall, including debt securities from companies that were affected by policies implemented during his administration, according to Bloomberg, which cited a report from the US Office of Government Ethics. The documents revealing these purchases were dated October 17 and 20 and were released following the...

Bloomberg: Tencent and Apple sign agreement on reduced fees - 11/14/2025

Tencent Holdings, a Chinese company, has reached an agreement with Apple. As part of this deal, Apple will handle payment processing for purchases made within mini-games and the WeChat messaging app, and will receive a 15% share of those transactions, according to Bloomberg, which is citing anonymous sources. The details of the agreement will be made public soon, as the deal was finalized after...

Google to invest €5.5 billion in Germany over 4 years - 11/12/2025

Google intends to invest €5.5 billion in data centers and other business activities in Germany over the course of the next four years. This announcement was made in Berlin during a meeting with German government officials. The plan involves constructing two data centers in the Frankfurt region. Philipp Justus, who leads Google Germany, stated at a press conference that these investments are...

The Netherlands will relinquish control of Nexperia if its chip shipments from China resume - 11/10/2025

Dutch officials are ready to halt the order that enabled the government to take control of Nexperia, a chip manufacturer owned by the Chinese company Wingtech Technology Co., according to Bloomberg, which is quoting unnamed sources. This action could help ease tensions with Beijing, which has the potential to disturb the global supply of automotive parts. The sources explain that the...

EU to allocate €2.9 billion for non-fossil fuel development by 2027 - 11/06/2025

The European Commission has introduced a set of initiatives aimed at speeding up the growth of high-speed rail services and boosting investment in renewable and low-carbon fuels for air and water transport. According to an EC press release, the program seeks to cut the train travel time from Berlin to Copenhagen from seven hours to four hours by 2040, and from Athens to Sofia from thirteen hours...

Potential US economic damage from shutdown estimated at up to $14 billion - 10/31/2025

The current federal government shutdown may cost the US economy up to $14 billion, depending on how long it lasts, as reported by the Congressional Budget Office (CBO). The government shutdown in the US has now lasted five weeks, starting on October 1. The CBO predicts that by the end of 2026, the shutdown will lead to economic losses of at least $7 billion, mainly because federal workers are...

Honda halts car production in Mexico due to chip shortage - 10/30/2025

Japan's Honda Motor Co. has stopped making cars in Mexico because of a shortage of semiconductors, according to a report by Nikkei, which cited sources. The problem started because of a disagreement involving the Dutch company Nexperia, which was added to the US Department of Commerce's sanctions list. Nexperia has been owned by China's Wingtech Technologies since 2019, and Wingtech was placed...
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