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Will DeepSeek deep-six the US economy?
David P. Goldman examines the potential economic fallout from the recent DeepSeek shock, which has raised concerns about overvaluation in US tech stocks and its broader implications for financial markets and government debt.
China pops America’s tech bubble
Scott Foster analyzes the impact of China’s breakthrough DeepSeek R1 open-source AI model on the US tech sector, particularly its disruptive effect on AI valuations, business strategies, and Washington’s approach to trade policy.
Migration, energy, and fiscal crises set to fragment Europe
Diego Faßnacht warns that Europe is approaching a breaking point due to three interconnected crises—migration, energy policy, and fiscal governance—that threaten not only economic stability but the very fabric of the European Union.
Ukraine’s options shrinking fast as Russia makes strategic gains
James Davis reports that Ukraine’s strategic position is deteriorating rapidly as Russia maintains control of the operational initiative across the battlefield. The stage is set for a southward push that would effectively cut Ukraine off from the Black Sea.