16,400 UK firms stop exporting to the EU as Brexit trade frictions linger
Studies cited by the BBC estimate the UK economy is 3% to 8% smaller than it would have been without Brexit, with investment 12% to 13% lower.
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Markets
Nasdaq falls 2.21% as AI-linked tech stocks drop across US markets
South Korea’s Kospi tumbled 10% and triggered a 20-minute circuit-breaker pause, with SK Hynix and Samsung each down more than 12%.
16,400 firms stop exporting to the EU as Brexit paperwork and delays hit smaller sellers
Kospi tumbled 10% as AI and chip stocks led a global sell-off
Factory employment falls to 47.0 as new orders reach a more than four-year high
Nasdaq falls 2.21% as Kospi tumbles 10% in global AI sell-off
Markets
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Nasdaq falls 2.21% as AI-linked tech stocks drop across US markets
South Korea’s Kospi tumbled 10% and triggered a 20-minute circuit-breaker pause, with SK Hynix and Samsung each down more than 12%.
Economy
View All16,400 UK firms stop exporting to the EU as Brexit trade frictions linger
Studies cited by the BBC estimate the UK economy is 3% to 8% smaller than it would have been without Brexit, with investment 12% to 13% lower.
16,400 firms stop exporting to the EU as Brexit paperwork and delays hit smaller sellers
Factory employment falls to 47.0 as new orders reach a more than four-year high
Company Deep Dive
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How TSMC Achieved 59.9% Gross Margin as AI Nodes Eclipse Smartphones
TSMC's commitment to a pure-play foundry model has concentrated market power, allowing it to claim 69.9% of the global foundry market and command a 59.9% gross margin in 2025.
Sector Transformation
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Federal drug pricing policies force GLP-1 margin compression and volume dependency
Federal price caps limiting GLP-1 treatments to $350 monthly force pharmaceutical companies to trade premium margins for mass-market volume.
GLP-1 duopoly shifts healthcare capital from chronic care to upfront pharmacology
GLP-1 mass market demand collides with specialty drug pricing
Novo Nordisk and Eli Lilly manufacturing bottlenecks constrain the GLP-1 market
GLP-1 adoption strains employer health plans and restructures pharmacy benefit manager rebates
Surging GLP-1 revenues threaten the terminal value of ultra-processed food and bariatric devices
High obesity drug costs force payers to reallocate capital from traditional healthcare services
Historical Analysis
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