Global luxury giant LVMH is redefining the boundaries of luxury consumption through concrete actions. Its subsidiary private equity firm L Catterton announced in July 2025 that it, together with KSL Capital Partners and J. Safra Group, would invest $800 million in private jet company Flexjet to acquire a 20% stake in it. This transaction not only sets a record for the largest single equity investment in the private aviation sector but also marks a new stage in LVMH’s strategic transformation from “product sales” to “experience operation”.I. The Strategic Puzzle Behind the TransactionAs the world’s second-largest private aircraft service provider, Flexjet…

On June 8 local time, foreign media reported that nuclear energy developer Westinghouse Electric is in negotiations with the U.S. government and industry partners regarding the deployment of 10 large-scale nuclear reactors. Dan Sumner, interim CEO of Westinghouse Electric, stated, “The (Trump) executive order mentioned 10 large-scale nuclear reactors, and we believe all of them can be constructed using AP1000 reactors.” Investment bank TD Cowen indicated that, according to estimates from the U.S. Department of Energy, building 10 large-scale nuclear reactors in the United States could cost $75 billion, excluding factors such as construction delays or cost overruns.On July 15,…

On June 3 (Eastern Time), NVIDIA’s market value reached $3.45 trillion, surpassing Microsoft to once again become the world’s most valuable listed company, with the capital market’s frenzy for AI showing no signs of abating. NVIDIA’s stock price has soared more than 24% in the past month and over 50% since its April low, demonstrating the market’s continued confidence in its core business and growth prospects. Meanwhile, CoreWeave, known as NVIDIA’s “favored offspring” and a provider of cloud computing power leasing services, has also been sought after by capital. In just over two months since its IPO, its market value…

Goldman Sachs Research notes that as investors’ concerns about the U.S. fiscal situation have intensified, many have become increasingly pessimistic about the dollar’s prospects, predicting that the dollar will depreciate further. Ashok Varadhan, co-head of Goldman Sachs Global Banking & Markets, stated that the United States is not the only developed market with an unusually large budget deficit. Goldman Sachs Research estimates that the U.S. budget deficit will account for approximately 6% of GDP this year, compared with 5.5% in France and 3.6% in the United Kingdom.Goldman Sachs published an article stating that the massive U.S. fiscal deficit has raised…

Recently, a piece of news in the U.S. stock market has attracted widespread attention: Moderna announced that the U.S. Food and Drug Administration (FDA) has approved its new low-dose Covid-19 vaccine. Driven by this positive news, as of the release of relevant reports, Moderna’s stock price has risen by 4.74%.The approval of Moderna’s new COVID-19 vaccine is of great significance. It is understood that this vaccine is not intended for all populations but is limited to those who have been previously vaccinated against COVID-19. This move is based on the current global COVID-19 prevention and control situation and considerations regarding…

On July 22, 2025, the UK government announced its approval for the construction of the Sizewell C nuclear power plant in Suffolk, eastern England, with the project valued at a staggering £38 billion (approximately 367.9 billion yuan).The UK government will hold an initial 44.9% stake in the project, making it the largest single shareholder. Other investors include French state-owned enterprise EDF (Électricité de France), Caisse de dépôt et placement du Québec, Centrica Plc, and Amber Infrastructure Group. Once completed, the project is expected to provide stable electricity to approximately 6 million households for at least 60 years and help the…

A Thai government spokesperson announced on July 22 that the country’s Cabinet has approved the appointment of Vitai Ratanakorn as the central bank governor, effective October 1. Vitai currently serves as the President and CEO of the Government Savings Bank (GSB) of Thailand, and he has previously held several important positions in both the private and public sectors.The 54-year-old Vitai has led Thailand’s largest state-owned bank, the Government Savings Bank, since 2020. He boasts a rich financial resume, having obtained a master’s degree in finance from Drexel University in the United States, as well as master’s degrees in political economy…

On July 21, Apple officially announced that consumers in Saudi Arabia can now purchase the full range of Apple products, including iPhone, iPad, and Mac, through the newly launched Apple Store Online. This move marks Apple’s official expansion of its retail business into Saudi Arabia, bringing local consumers the same high-quality shopping experience as Apple Stores in other parts of the world.Prior to this, Apple users in Saudi Arabia could only purchase Apple products through authorized dealers. Now, the launch of Apple Store Online provides local consumers with a more convenient and direct purchasing channel. Consumers can not only enjoy…

Google plans to terminate its partnership with Scale AI, an artificial intelligence data services company. This decision stems from Google’s concerns that Meta Platforms’ massive investment in Scale AI could lead to the leakage of its own trade secrets. As a leading enterprise in the field of AI data annotation, Scale AI provides data annotation and human feedback services required for model training to nearly all major AI companies through its global network of contractors. Google originally planned to pay approximately $200 million to Scale AI this year to purchase manually annotated training data, which is crucial for developing advanced…