Geely Automobile Holdings Ltd (00175.HK) said Li Shufu will resign as board chairman and executive director effective 18 Aug 2026 and be appointed lifetime honorary chairman; he will remain the company’s major/controlling shareholder and continue as chairman of Zhejiang Geely Holding Group. An Conghui was appointed chairman of the Geely Automobile board. Li Donghui resigned as vice-chairman but will remain an executive director. Gui Shengyue resigned as CEO and was named vice-chairman while rema

Robert Kelly, an international relations professor at Pusan National University, said Trump’s decision to sharply scale back US–South Korea joint military exercises appears intended to shift blame for a protracted, non‑decisive campaign against Iran. Kelly said Trump expected a quick, Venezuela‑style victory but the conflict became a slow, escalating stalemate; allies have become convenient scapegoats and South Korea was neither involved nor consulted.

Cantor Fitzgerald says market focus on GPUs/HBM/optics overlooks analog chip gains: Analog Devices (ADI) is already meaningfully benefiting from AI infrastructure expansion. Cantor estimates ~19–20% of ADI revenue is AI-related as of the quarter to April 2026, driven mainly by ATE testing ($260m), data-center optics ($215m) and data-center power ($215m). The benefit is expanding: ADI’s optical controller has a design win in NVIDIA’s Blackwell full-system solution and its vertical power design is expected to be used on Google-related platforms; Cantor projects each design win could add roughly $50m of incremental revenue in FY26. ADI completed the Empower acquisition in July, adding IVR and silicon-capacitor technology and widening its exposure to AI-accelerator power solutions.