Tariff Shock: According to Reuters, “Trump says he will set tariffs on steel and semiconductor chips in coming weeks”, the announcement has unsettled markets and pushed chipmakers toward faster U.S. investment to avoid disruption — SEMICONDUCTORS now dominate policy and market calculations. [Reuters](https://www.reuters.com/business/trump-says-he-will-set-tariffs-steel-semiconductor-chips-coming-weeks-2025-08-15/)
IoT Security: According to NIST, “NIST Finalizes ‘Lightweight Cryptography’ Standard to Protect Small Devices”, SP 800‑232 codifies Ascon variants to secure constrained devices, simplifying IoT encryption adoption and raising baseline defenses — CRYPTOGRAPHY is central. [NIST](https://www.nist.gov/news-events/news/2025/08/nist-finalizes-lightweight-cryptography-standard-protect-small-devices)
Cloud AI Partnerships: According to Reuters, “Oracle, Google cloud units strike deal for Oracle to sell Gemini models”, Oracle will offer Google’s Gemini via OCI, broadening enterprise access to multimodal AI and shifting vendor dynamics — GEMINI is the strategic model at stake. [Reuters](https://www.reuters.com/business/oracle-google-cloud-units-strike-deal-oracle-sell-gemini-models-2025-08-14/)
Berkshire’s UnitedHealth stake
According to CNBC, “Warren Buffett’s Berkshire Hathaway reveals new stake in beleaguered insurer UnitedHealth” Berkshire disclosed roughly a $1.6B stake in UnitedHealth via a 13F filing, sending UNH sharply higher as investors digest the stake amid DOJ probes and management uncertainty. [CNBC](https://www.cnbc.com/2025/08/14/warren-buffetts-berkshire-hathaway-unh.html)
Hot PPI cools rate‑cut bets
According to Reuters, “Dollar steadies as hot wholesale inflation data tempers rate cut fervour” U.S. PPI rose 0.9% in July (3.3% y/y), a hotter‑than‑expected inflation print that trimmed odds of near‑term Fed cuts and pushed Treasury yields higher. [Reuters](https://www.reuters.com/world/middle-east/dollar-steadies-hot-wholesale-inflation-data-tempers-rate-cut-fervour-2025-08-15/)
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