The Business Times – AI Demand Drives Chip Equipment Sales Forecast To New Highs But Tariff Jitters Cloud Outlook

The Business Times: Senior Analyst Alvin Nguyen highlights how the surge in AI demand is driving semiconductor equipment sales to record highs, with global firms increasingly investing in both high-end and low-power AI chips. Nguyen adds though that the uncertainty created by tariffs is causing delays in investment decisions by some semiconductor players.

Read the full article here. Read more from Alvin here.

Categories
Media Coverage

BBC – ‘Architects Of AI’ Named Time Magazine’s Person Of The Year

December 11, 2025
BBC: Vice President, Principal Analyst Thomas Husson discusses Forrester’s views on the rapid adoption of AI in 2025, including the observation that 2025 could be a “tipping point” where AI integration into daily life outpaces the internet and mobile revolutions. Read the full article here. Read more from Thomas here.
Media Coverage

The Associated Press – What To Know About Paramount’s Hostile Bid For Warner Bros. Discovery

December 9, 2025
The Associated Press: VP, Research Director Mike Proulx analyzes the ongoing bidding war for Warner Bros. Discovery, noting that whoever secures the deal controls the “calculus of the streaming wars” and predicting continued industry consolidation in 2026. Read the full article here. Read more from Mike here.