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Von der Leyen said the European Commission proposed ten months ago to suspend preferential trade treatment under the EU‑Israel Association Agreement.
2026-07-04
Von der Leyen said the European Commission proposed ten months ago to suspend preferential trade treatment under the EU‑Israel Association Agreement.
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2026-07-04
Labor politician Andy Burnham said that if he replaces Starmer as prime minister he would not call an early general election and would maintain Labour’s 2024 manifesto commitments, including the pensions triple lock. He supports stronger regulation i
Labor politician Andy Burnham said that if he replaces Starmer as prime minister he would not call an early general election and would maintain Labour’s 2024 manifesto commitments, including the pensions triple lock. He supports stronger regulation in public services and did not rule out nationalization in some sectors. Burnham said he favors closer UK‑EU relations, electoral reform, guaranteed funding for defense investment and continued firm support for Ukraine. If unopposed for the party nomination he could become Labor leader and then prime minister in mid-July.
2026-07-04
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typic
SemiAnalysis says memory (DRAM, NAND and HBM) share of hyperscale data-center capex in NVIDIA systems could exceed 30% by end-2026 and top 40% in 2027. The note follows debate after Micron results; some market participants pointed out memory is typically only low‑teens pct of a server BOM and questioned such high capex share. SemiAnalysis responded in May after prices rose faster than expected and expects the market to better appreciate the trend in coming months.
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