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Industry Trends News 6 December 2025 - 20 January 2026

OpenAI CFO Sarah Friar lifts lid on $20B revenue run rate as 2026 shifts to “practical adoption”

OpenAI CFO Sarah Friar lifts lid on $20B revenue run rate as 2026 shifts to “practical adoption”

SAN FRANCISCO, Jan 19, 2026, 23:59 (PST) OpenAI’s annualized revenue run rate exceeded $20 billion in 2025, CFO Sarah Friar revealed, outlining a 2026 focus on what she described as “practical adoption” for the Microsoft-backed AI firm. Yahoo Timing is crucial. The AI surge is moving beyond flashy demos to actual budgets, contracts, and real deployments, even as the price…
20 January 2026
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Caldwell Construction enters administration, 400 jobs at risk as housebuilder sites seek replacements

Caldwell Construction enters administration, 400 jobs at risk as housebuilder sites seek replacements

LONDON, Jan 18, 2026, 19:57 GMT Caldwell Construction Limited has gone into administration, threatening over 400 jobs, according to UK media on Sunday. The Stoke-on-Trent groundworks and civil engineering company posted a turnover of roughly 58.4 million pounds last year, with operating profits falling below 1 million pounds, the report added. (The Sun) The collapse is significant since groundworks kick…
18 January 2026
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Airtel and Tata want Vodafone Idea-style AGR relief as India rechecks telecom dues

Airtel and Tata want Vodafone Idea-style AGR relief as India rechecks telecom dues

New Delhi, January 16, 2026, 20:18 IST Bharti Airtel and two Tata group telecom firms are mulling a joint appeal to the Indian government for AGR liability relief, aiming to match the major payment break recently extended to Vodafone Idea, The Economic Times reported. The timing couldn’t be worse. The four-year pause on AGR payments is coming to an end,…
16 January 2026
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Ford’s BYD hybrid battery talks ignite U.S. backlash as Ford pivots from EV bets

Ford’s BYD hybrid battery talks ignite U.S. backlash as Ford pivots from EV bets

DETROIT, Jan 16, 2026, 07:07 (EST) Ford Motor is in talks with China’s BYD about buying batteries for its hybrid vehicles, the Wall Street Journal reported on Thursday. One option under discussion would have Ford use BYD batteries for vehicles sold outside the United States. White House trade adviser Peter Navarro attacked the idea on X, writing: “What could go…
16 January 2026
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Tesla stock faces a Monday test after delivery miss hands EV crown to BYD

Tesla stock faces a Monday test after delivery miss hands EV crown to BYD

NEW YORK, Jan 4, 2026, 13:04 ET — Market closed Tesla shares will be in focus when U.S. trading resumes on Monday after the electric-vehicle maker reported a sharper-than-expected fourth-quarter drop in deliveries and lost its annual EV sales lead to China’s BYD. The stock fell 2.6% on Friday to $438.07. Reuters The delivery figure is one of the first…
4 January 2026
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Tesla stock slips after deliveries report; BYD takes EV crown as traders eye what’s next

Tesla stock slips after deliveries report; BYD takes EV crown as traders eye what’s next

NEW YORK, January 3, 2026, 10:54 ET — Market closed Tesla (NASDAQ: TSLA) shares closed down 2.6% at $438.07 on Friday, after swinging between $435.30 and $458.34 in the first U.S. session of 2026. Yahoo Finance Tesla said it delivered 418,227 vehicles in the fourth quarter and 1,636,129 in 2025, while energy storage deployments hit a quarterly record of 14.2…
3 January 2026
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Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Semiconductors News Roundup (Dec. 18, 2025): Micron’s $20B Capex Bet, Qualcomm-Closes Alphawave, TSMC Speeds Up Arizona, and China’s EUV Push

Thursday, December 18, 2025 delivered a familiar 2025 semiconductor mix: AI-driven memory tightness, rapid-fire data center roadmap shifts, fresh U.S. manufacturing momentum, and a geopolitics backdrop that’s increasingly about equipment—not just chips. Below is a comprehensive roundup of the major chip and semiconductor industry headlines reported today, with what they mean for the weeks and quarters ahead. The big picture: AI infrastructure…
18 December 2025
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AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

AI News Roundup Today (Dec. 18, 2025): OpenAI’s $750B Funding Talks, Google’s Gemini 3 Flash, Amazon’s AI Shakeup, and the Data Center Backlash

Thursday, December 18, 2025 — Today’s AI news cycle had one clear throughline: scale is getting expensive, and the industry is now wrestling with the consequences of building at “national infrastructure” size. OpenAI is reportedly exploring a funding round that would be almost without precedent; Google is pushing faster, cheaper models deeper into Search; Amazon is reorganizing its AI org around chips…
18 December 2025
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EV Stocks Today: Tesla Near Record High on Driverless Robotaxi Tests as Ford’s $19.5B EV Reset and a Charging Lawsuit Jolt the Sector (Dec. 16, 2025)

EV Stocks Today: Tesla Near Record High on Driverless Robotaxi Tests as Ford’s $19.5B EV Reset and a Charging Lawsuit Jolt the Sector (Dec. 16, 2025)

Electric vehicle (EV) stocks are trading on a split screen Tuesday, December 16, 2025: Tesla is climbing toward record territory on fresh robotaxi momentum, while much of the broader EV ecosystem—from early-stage automakers to charging names—faces a tougher tape as investors digest a major Ford strategy pivot, policy uncertainty around charging buildouts, and rate-sensitive market moves following the delayed U.S. jobs report. Below is what…
16 December 2025
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Crypto Mining Weekly (Dec 8–14, 2025): Bitcoin Hashrate Stays Above 1 ZH/s as Miners Pivot to AI, Renewables, and Survival Mode

Crypto Mining Weekly (Dec 8–14, 2025): Bitcoin Hashrate Stays Above 1 ZH/s as Miners Pivot to AI, Renewables, and Survival Mode

Dec. 14, 2025 — For years, the crypto-mining story has been told as a race: more machines, cheaper power, bigger facilities, higher hashrate. This week (Dec. 8–14), the story shifted into something sharper—and more consequential for the future of proof-of-work. Bitcoin mining is still a global-scale industrial business. But multiple signals—from hardware launches and miner financials to grid-policy debates and Wall…
14 December 2025
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EV Stocks Today: Morgan Stanley Warns of an ‘EV Winter’ as Tesla, Rivian and Lucid Slide (December 8, 2025)

EV Stocks Today: Morgan Stanley Warns of an ‘EV Winter’ as Tesla, Rivian and Lucid Slide (December 8, 2025)

As trading rolls through Monday, December 8, 2025, electric‑vehicle (EV) stocks are back in the spotlight — and not in a good way. A sweeping call from Morgan Stanley’s new auto analyst is rippling across the sector, sending Tesla, Rivian and Lucid lower and raising fresh questions about how fast the EV transition will really play out.  Investing.com Below is…
8 December 2025
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Flood Restoration Surges to $7.1B in 2025 as IICRC Certification Becomes the New Gold Standard for Disaster Recovery

Flood Restoration Surges to $7.1B in 2025 as IICRC Certification Becomes the New Gold Standard for Disaster Recovery

Published: December 6, 2025 As climate‑driven floods and severe storms batter communities across the United States, the flood and water damage restoration industry has quietly become one of the most critical—and fastest‑growing—segments in the broader home services market. In 2025, the U.S. restoration market tied to flooding and water damage is valued at around $7.1 billion, with forecasts suggesting the…
6 December 2025
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Stock Market Today

  • Strive's Perpetual Preferred Stock Strategy to Restructure Convertible Debt, Potential Model for MicroStrategy
    January 25, 2026, 6:10 PM EST. Strive (ASST) has priced a $202.5 million upsized offering of its Variable Rate Series A Perpetual Preferred Stock (SATA) to retire $90 million of Semler Scientific convertible senior notes due 2030. The preferred shares carry a 12.25% variable dividend, have no maturity or conversion rights, and are treated as equity, improving leverage and flexibility. Approximately 930,000 SATA shares will be exchanged directly for convertible debt, with proceeds used to repay remaining debt and finance bitcoin purchases. This innovative approach of swapping fixed-maturity convertible notes for perpetual preferred equity could offer a blueprint for Strategy (MSTR), which holds $8.3 billion in convertible notes. MSTR's convertible notes largely mature several years out, with notably high conversion prices, making preferred equity an attractive option to mitigate maturity risk according to analysts.
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