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Market Competition News 27 June 2025 - 7 November 2025

Commerzbank Q3 2025: Profit Misses Forecasts as Tax Bill Bites, But NII Outlook Rises and 9‑Month Operating Result Hits Record Amid UniCredit Pressure

Commerzbank Q3 2025: Profit Misses Forecasts as Tax Bill Bites, But NII Outlook Rises and 9‑Month Operating Result Hits Record Amid UniCredit Pressure

FRANKFURT — November 7, 2025. Commerzbank’s third‑quarter headline profit came in weaker than expected, but the bank raised its 2025 net interest income (NII) guidance and posted a record operating result for the first nine months—underlining CEO Bettina Orlopp’s push to keep the lender independent as Italy’s UniCredit builds its stake. Reuters+1 What happened in Q3 2025 Commerzbank reported €591 million in net profit for the quarter ended Sept. 30, down 7.9% year on year and below a €659 million consensus, largely because the effective tax rate jumped to 36% from 22% a year earlier and operating costs rose around
7 November 2025
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BCE’s Bold Plan: Bell Slashes Costs & Invades Telus Territory – What It Means for Investors

BCE’s Bold Plan: Bell Slashes Costs & Invades Telus Territory – What It Means for Investors

Bell Invades Telus Territory – A New Era of Competition Bell’s decision to resell fibre internet in Western Canada using Telus’s network is a landmark strategic U-turn. For years, Bell fought against mandated wholesale access to broadband networks, warning it would deter investment iphoneincanada.ca. Telus, conversely, lobbied for these rules and quickly took advantage by expanding into Eastern Canada over Bell’s lines iphoneincanada.ca. Now, faced with the reality of the regulator’s decision, Bell is adopting an “if you can’t beat ’em, join ’em” approach iphoneincanada.ca. Under the CRTC’s wholesale fibre policy, large telcos must sell network access to competitors at
14 October 2025
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GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

Nvidia’s AI Throne Under Siege? The 2030 Battle Plan From Broadcom, AMD—and a Surprise Challenger

Key facts (as of Sep 27, 2025) The in-depth report 1) The setup: AI compute demand keeps compounding Nvidia still commands the AI-accelerator market, but the demand curve (frontier model training, inference scale-out, and AI-enabled enterprise software) is so steep that second-source and custom solutions are economically inevitable. Even Nvidia is leaning in with customers: the company plans up to $100B in OpenAI, delivering systems beginning in late 2026 to help build ≥10 GW of capacity. Reuters framed it as a tie-up that “intensifies the AI datacenter race.” Reuters On the flip side, analysts note unanswered questions about the structure
27 September 2025
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Rivian’s $5 Billion Georgia EV Megaplant: A Bold Gamble to Outdrive Tesla, Ford & More

Rivian’s $5 Billion Georgia EV Megaplant: A Bold Gamble to Outdrive Tesla, Ford & More

Rivian’s Georgia Factory: A High-Stakes EV Expansion Rivian Automotive has broken ground on a long-delayed electric vehicle plant in Georgia – a project deemed essential to the startup’s future in the fiercely competitive EV market rapidcitypost.com. The planned factory, located near Social Circle (about 45 miles east of Atlanta), will be Rivian’s second U.S. assembly plant after its Illinois facility reuters.com. Envisioned as a state-of-the-art manufacturing campus for the company’s next-generation R2 SUVs and crossovers, the site will initially be capable of 200,000 vehicles per year from 2028, with room to double to 400,000 in a second phase rapidcitypost.com techcrunch.com.
16 September 2025
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NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

NVIDIA 2025: Dominating the AI Boom – Company Overview, Key Segments, Competition, and Future Outlook

Recent News and Highlights (Mid-2025) Table 1 – NVIDIA’s Explosive Revenue Growth (Fiscal year ends late January; FY2025 covers Feb 2024–Jan 2025) Fiscal Year Annual Revenue (USD) YoY Growth FY2023 (ended Jan 2023) $26.97 billion macrotrends.net macrotrends.net +0.2% macrotrends.net (flat) FY2024 (ended Jan 2024) $60.92 billion macrotrends.net macrotrends.net +125.9% macrotrends.net FY2025 (ended Jan 2025) $130.50 billion nvidianews.nvidia.com macrotrends.net +114.2% macrotrends.net NVIDIA’s revenues more than doubled in both FY2024 and FY2025, driven by the surge in data center AI hardware demand. macrotrends.net Corporate History and Evolution Founding and GPU Leadership: NVIDIA was founded in 1993 in California by Jensen Huang, Chris Malachowsky, and Curtis Priem en.wikipedia.org. Initially a PC
27 June 2025
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