This edition highlights:
- U.S.–China tariff cuts reshaping competitive pressures for European exporters across key consumer and industrial sectors.
- TotalEnergies’ boost to shareholder returns as surging oil prices strengthen the outlook for European energy companies.
- SpaceX’s Starship reaching orbit, highlighting Europe’s push to develop a competitive satellite sector.
- Nvidia’s record $150 billion buyback, reflecting the extraordinary cash generation behind the U.S.-led AI boom.
