Paul Arenberg

• Geopolitics & economics 🌎
• Decoding news with context and independent analysis

[Paul Arenberg @ArenbergPaul]

🇺🇸 Intel shares fell 23% on Thursday, even though the chipmaker reported its strongest data center growth in 15 years. Investors focused instead on a weak forecast and a warning that Intel will burn cash this year.

Soaring memory prices are making computers more expensive, and Intel expects its PC chip sales to drop by around a quarter this quarter. The deadly explosion at its factory in Israel will also cost it about $600 million in revenue.

The stock had more than doubled this year on hopes for AI, and this is a reminder that rebuilding a chip manufacturer is slow and costly. Demand for Intel’s server chips is real, but investors bought a recovery that has not happened yet.

[Paul Arenberg @ArenbergPaul]

@BRICSinfo Strange I don’t believe it 😄

[Paul Arenberg @ArenbergPaul]

Binance, the world’s biggest crypto exchange, lost $6.3 billion to hackers in the largest crypto theft ever recorded, and analysts at TRM Labs and Chainalysis say North Korea was behind it.

The most telling detail is how half of it was saved. Stablecoin issuers like Tether and Circle froze about $3 billion, so the money was protected by exactly the kind of central control that crypto promised to make unnecessary.

For North Korea, crypto theft has become a reliable way to earn hard currency despite sanctions. If the biggest exchange in the world can be emptied this fast, its promise to cover the losses will not fix the industry’s security problem.

[Paul Arenberg @ArenbergPaul]

@BRICSinfo Can we believe him? Hopefully this time yes

[Paul Arenberg @ArenbergPaul]

@elonmusk It’s all about nationalist freedom vs globalist tyranny

[Paul Arenberg @ArenbergPaul]

@MarioNawfal He is already dead... RIP

[Paul Arenberg @ArenbergPaul]

🇨🇳 China’s Communist Party has expelled 33 senior officials at a single plenum, a record purge under Xi Jinping. The list includes Zhang Youxia, who was the army’s top general until early this year.

Nearly half of those expelled come from the military, and the Central Military Commission is now reduced to Xi himself and one general. The party itself admits that its leadership had at times weakened or been hollowed out.

A leader who keeps removing the generals and ministers he promoted seems to fear the system he built, and Xi will reach next year’s Party Congress with far fewer people he can rely on.

[Paul Arenberg @ArenbergPaul]

@Sassafrass_84 France is being colonized and it brings economic collapse and ethnic tensions.
Very easy to understand except for traitors governing France

[Paul Arenberg @ArenbergPaul]

@BRICSinfo Zelensky wants more troubles with Trump

[Paul Arenberg @ArenbergPaul]

@BRICSinfo Macron doesn’t want to end the war..

[Paul Arenberg @ArenbergPaul]

🇹🇷🇬🇷🇱🇾 Greek Prime Minister Kyriakos Mitsotakis says the maritime deal between Turkey and eastern Libya’s parliament is “blatantly illegal, null and void” because it simply ignores the Greek islands.

Libya’s eastern parliament approved the 2019 deal last week, and Egypt, Bahrain and the UAE have condemned it. Erdogan says the criticism has no legitimate basis, which shows Ankara treats the eastern Mediterranean as a question of power rather than law.

Mitsotakis is right, but condemnation at the UN will not change much on its own. Greece needs its own boundary deal with Libya and clear backing from the EU, or Turkey will keep acting on contested claims as if they were settled.

[Paul Arenberg @ArenbergPaul]

@visegrad24 Beautiful !

[Paul Arenberg @ArenbergPaul]

🇺🇸 Amazon’s cloud business grew 39% in the third quarter, its fastest pace in nearly five years, and the stock still fell more than 7% after hours on Thursday.

The reason is the cost of artificial intelligence. Amazon is spending so much on data centres that it used up more than $42 billion of cash over the past twelve months, and it plans to keep spending at this level.

Investors no longer reward growth alone and now want proof that these huge investments will make money. After Alphabet fell on Wednesday, Amazon shows that even the biggest companies in AI now have to prove their spending will become profit.

[Paul Arenberg @ArenbergPaul]

@jon_delorraine @jiyunoarashi Est-elle seulement française ?

[Paul Arenberg @ArenbergPaul]

🇺🇸 Pete Hegseth has fired Lt. Gen. Brett Sylvia, the Pentagon’s top military planner, and his own spokesman now accuses the general of leaking classified information to journalists.

The Pentagon says Sylvia failed polygraph tests and has sent the case to the Justice Department, yet two Pentagon sources told CBS the accusations are untrue, and the Joint Staff withdrew its own statement thanking him for his service.

He is the second general removed from this planning job under Hegseth. If the leaks are real they should be proven in court, but firing planners one after another teaches officers to tell the secretary only what he wants to hear.

[Paul Arenberg @ArenbergPaul]

@rmgnoel @BRICSinfo USA is a nuclear power. Nuclear powers don’t attack each other

[Paul Arenberg @ArenbergPaul]

@LeePheonix360 @MLP_officiel Don’t know if she will save France but at least she loves France

[Paul Arenberg @ArenbergPaul]

@JayinKyiv 30 soldiers is mass surrender ?? 😄

[Paul Arenberg @ArenbergPaul]

@clashreport He lies. He wants to destroy France and rioters are useful for it