Samsung Electronics Co., Ltd.

SK hynix Inc.

LG Electronics Inc.

Among the leaders in the global AI race, the United States and China are most often named. American language models - ChatGPT, Grok, Claude - are recognized as the best (according to <a href="https://crfm.stanford.edu/helm/capabilities/latest/">Stanford</a>, for example, and <a href="https://lmarena.ai/leaderboard">LMArena</a>), the key AI chip supplier, Nvidia, also comes from the United States. The most famous projects from China are DeepSeek and Alibaba's Qwen model; in France, Mistral; in the Middle East, government investments have allowed the launch of their own models - <a href="https://www.capacitymedia.com/article/2ednrsm6eglrmfzs429ds/long-reads/article-inside-falcon-the-uaes-open-source-model-challenging-ai-giants?utm_source=chatgpt.com">Falcon LLM</a> in the UAE and <a href="https://www.g42.ai/resources/news/meet-jais-worlds-most-advanced-arabic-llm-open-sourced-g42s-inception?utm_source=chatgpt.com">Jais</a> in Saudi Arabia.

South Korea is staging its own AI revolution: which companies are on board

Late summer and early fall in the U.S. (and not only) is often a time of financial turmoil - it was August-October that saw the most high-profile crises of the last decades. Today, new sources of risk are being added to this season of turbulence: a boom in investment in AI infrastructure and a growing confrontation between the White House and the Federal Reserve.&nbsp; What makes August especially dangerous for investors, whether the economy is in danger of a "data center bubble" and whether Donald Trump has his own strategy in monetary policy, or whether his attacks on the Fed are just a political calculation?

Crisis season, AI and the timing of Trump's attacks on the Fed: highlights from economists' blogs

Tesla, Inc.

Alphabet Inc.

A startup from China released a GPT-4 level model - what conclusions did the market draw? Gulf countries and China are turning sports into a global tool of influence. Will unmanned cabs win the car market? The most interesting in economists' blogs - in our review.&nbsp;

New AI from China, sports and diplomacy, the future of robotaxis: what was written about in blogs

Meta Platforms, Inc.

Ilon Musk has announced the formation of a political party, can he succeed where dozens of politicians before him have failed? What U.S. President Donald Trump's Big Beautiful Law initiative could be a step toward unconditional basic income? Why are tech giants building data centers on borrowed time? And finally, why have the number of parties and celebrations declined over the past 20 years? The most interesting things in economists' blogs - in our review.

Advice to Musk, Trump's baby bills, zero parties: highlights from economists' blogs

After a <a href="https://www.businessinsider.com/stock-market-today-dow-worst-day-economic-data-consumer-sentiment-2025-2">long</a> decline at the end of winter and a collapse in April, the market has not only recovered its losses but also entered the plus side: since the beginning of the year, the S&amp;P 500 <a href="https://www.cnbc.com/quotes/.SPX">has gained</a> more than 6%. The rally with small breaks has been going on for the second month, since April this year;

Fear no more: what "red flags" investors ignore

On the US Independence Day, July 4, President Donald Trump signed the "Big Beautiful" law. Most economists criticize the document for inflating the national debt and deficit, but there are those who hope for a positive effect from it. Another subject under discussion is AI and its impact on the labor market. Several top managers have predicted millions of job losses due to the development of artificial intelligence. Is this really the case?

"Trump's 'debt bomb', AI and the 'prize' for a degree: the main thing from economists' blogs

Microsoft Corporation

Due to the growing controversy between US President Donald Trump and Fed Chairman Jerome Powell, central bank independence has once again become a topic of discussion among economists. Where are its boundaries in a democratic society? The blogs discuss another fight for independence - between OpenAI and Microsoft: whether Sam Altman will be able to get rid of the influence of the main investor. And billionaire Ilon Musk has lost support among Republicans by leaving government projects and engaging in a public spat with Trump. More details - in our review.

The Fed and the political diet, OpenAI's struggles, Musk's rankings: highlights from economists' blogs

Palantir Technologies Inc.

The U.S. attack on Iranian nuclear facilities is certainly the big news of the week. What investors should expect when the markets open, argues Robert Brooks of the Brookings Institution. What else was discussed on the blogs this week? Former Barack Obama adviser Robert Reich sounded the alarm over the increased influence of Palantir, a major Pentagon contractor. In addition, economists wrote about the study of how the intonations of the head of the U.S. central bank can influence the markets. More details - in our review.

U.S. attack on Iran, Palantir's power, the Fed's voice: highlights from economists' blogs

The main internet drama and the most discussed topic on blogs this week is the public spat between billionaire Ilon Musk and US President Donald Trump.&nbsp;

Artur Arutyunov

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