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Predictions 2025 — Altered States. Get the annual Predictions e-book from Reuters Breakingviews and find out what radical political, economic and technological changes will mean for governments, companies and markets in 2025.

Jan 27, 2025 · Views you can use: Breakingviews regularly anticipates market and stock movements.Our writers always make a call. Intelligence and independence: Breakingviews doesn’t tell you what’s happening; instead we explain why, providing genuine insight and provoking fresh ideas.; Speed of thought: Breakingviews reacts to stories as they develop.We give you a considered view in near real-time ...

The $3 trln chipmaker is expected to post strong results, even as efficiency gains or uncertain payoffs threaten AI spending. The first tech giant to cut back might take a valuation hit while losing access to scarce chips and a shot at a breakthrough. FOMO is a delicate balance.

The shares fell 11% after the family behind the $42 bln owner of 7-Eleven gave up trying to take it private. Pushy investors are likely to use the upcoming AGM to press the board to justify its weak strategy and engage properly with Couche-Tard, its unwanted Canadian suitor.

The SpaceX founder’s Starlink business has about 5 mln users of its satellite internet service. It’s a big risk for telecom firms in developing countries with few fixed-line connections, like India. But Western incumbents, particularly in the US, should also be concerned.

Its fortunes as a great power will be shaped in part by the technology. Yet translating wins by innovators like DeepSeek and others into wider gains for the $18 trln economy will be challenged not just by the United States but also by Beijing’s own desire to maintain control.

President Trump has begun probes into “discriminatory” tax measures, like France’s 3% Big Tech duty. His retaliation may include hiking levies for foreign firms and wealthy investors in the US. But since Europe is unlikely to cave in on this issue, the crossfire will be intense.

The Chinese leader’s 12-year campaign has disciplined 6 mln officials and taken down powerful foes. It has also frightened bureaucrats into paralysis, adding to the malaise in the world’s second-largest economy. Yet Xi’s aim of stamping out corruption compels him to keep going.