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  • [New] India's Department of Telecommunications launched 100 5G Use Case Labs at educational institutions under the national 5G Innovation Initiative, while South Korea's Ministry of Science allocated KRW 390 Bn to smart city 5G integration through 2027. Persistence Market Research
  • [New] EUR / USD can press 1.1500 again and, equally, any progress on peace discussions in the Middle East could see any corrective rally stall near 1.1660/90 on the view that the fallout from the energy shock will still be with us for the next couple of months. investing.com
  • [New] Reports are surfacing about Russian oil shipments to Cuba, drone concerns near Guantanamo Bay, and fears inside Washington that Cuba could once again become a strategic outpost for Russia and potentially China right off the coast of the United States. Armstrong Economics
  • [New] S&P 500 earnings growth is projected near 20% year-over-year in the next two quarters, with the AI productivity buildout spreading beyond the hyperscalers and semiconductor companies into utilities, communications, industrials, and energy. investing.com
  • [New] NOAA Meteorologists predict a 35% chance for a near-normal season, a 10% chance for an above-normal season, and a 55% chance of below-normal. KBTX
  • [New] In the near-term horizon, AI spend in supply chain software will grow from under $2 billion in 2025 to $53 billion by 2030. Forbes
  • [New] The 12-month forecast (Feb 2026-Jan 2027) indicates southeastern China deficits transitioning toward moderate surpluses through mid-2026, with most of the region approaching near-normal by Aug-Oct 2026, while localized moderate to severe deficits persist in northwestern China through late 2026. ISCIENCES
  • [New] Although Europe will struggle economically in the near term, the signs that it is beginning to cohere as a political unit - particularly in response to external pressures - mean it is likely to continue to dominate the top ranks of the Global Investment Risk and Resilience Index. Henley & Partners
  • [New] Ocean temperatures reached a near-record-breaking monthly high in April as forecasters warn that we could be on the cusp of one of the strongest El Nino events of the century. Live Science
  • [New] South Korea mandates post-quantum cryptography across defence, telecommunications, and finance by 2030 - named industry partners already assigned. Advancing Industrial Economics Through Quantum Leadersh
  • [New] Key Opportunity: Smart vending deployment for OTC pharmaceuticals and wellness products in hospitals and clinics represents the most significant near-term growth opportunity, supported by favorable FDA regulatory frameworks and rising 24/7 self-service health access demand. Persistence Market Research
  • [New] IoT connectivity in late 2026 will be more use-case specific, with BLE, Wi-Fi HaLow, Thread, LTE-M, and NB-IoT each finding different lanes. Titoma
  • [New] Estimates continue to point to 129 bp of margin expansion for the median S&P 500 stock in 2026 and 180 bp of expansion through 2027 from the near record high reached in 2025. Edge and Odds -
  • [New] Under a Warsh led Fed, investors should expect fewer explicit rate commitments and less commentary designed to smooth over near-term volatility. Eldridge Investment Advisors, Inc.
  • [New] Reddit, currently trading near $156 after a 32% year-to-date decline, offers another counterintuitive opportunity in the AI era. investing.com
  • [New] The first carbon source satellite is scheduled for launch by the end of 2026, and the near-real-time global carbon monitoring will be achieved before 2030. chinadailyhk
  • [New] 58% of global telecom providers have either implemented AI or plan to do so in the next 12-18 months.70% of telecom operators expect AI to reduce operational costs by 15-20% within the next five years. Careertrainer.ai
  • [New] While the regulatory response to AI in telecoms remains at an early stage, operators should expect Ofcom to develop views on AI-driven network management, customer service automation and algorithmic pricing practices. Bratby Law | Specialist UK Telecoms, Data and Payments
  • [New] Telecommunications firms might have to ensure every cell phone in Canada is trackable. iPolitics
  • [New] The core mobile and fixed services will account for the majority (75.2%) of the total telecoms retail revenue in 2030, driven by the growth in revenue from mobile handsets and fixed broadband. Analysys Mason
  • [New] Worldwide telecoms service revenue is projected to grow at a CAGR of 1.3% over the forecast period. Analysys Mason
  • [New] BMW has established five new battery manufacturing facilities near its vehicle production plants under a local-for-local strategy, building at sites in Germany, Hungary, China, Mexico and the United States to ensure production resilience regardless of political or economic disruption. Automotive Manufacturing Solutions
  • [New] 80% of enterprises will have used GenAI APIs or deployed GenAI-enabled applications by end of 2026, making AI integration a near-standard line item in SaaS project estimation. Ariel Software Solutions

Last updated: 25 May 2026



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