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Briefing Notes
AI & Law
Nvidia Reports $96bn in Quarterly Revenue, Doubling Year-on-Year, as CEO Declares AI Has Reached Its 'Inflection Point'
At $89bn in quarterly data centre revenue, Nvidia's chip dominance is itself becoming a competition law question for regulators on both sides of the Atlantic.
International
Canada Announces Retaliatory Tariffs of Up to 50% on $20bn of US Goods, Taking Effect 8 September 2026
Retaliatory tariffs across 700 product lines threaten integrated supply chains that English-law contracts never priced in at these duty levels.
M&A
CMA Launches Phase 1 Merger Inquiry into Brink's Company Bid to Acquire ATM Operator NCR Atleos, with a Decision Due by 22 October
The CMA has opened a Phase 1 inquiry, with its decision due by 22 October.
Capital Markets
Halfords Lifts Full-Year Profit Forecast to Between £55m and £65m After Heatwave Drives Unusually Strong Summer Trading
A £12m profit range revision in a single trading update shows how weather-driven seasonality can create real disclosure obligations for listed mid-caps.
Regulation
SRA Challenged to Explain Why It Requires Only Notification, Not Approval, for Law Firm M&A Deals
The SRA notifies but doesn't approve, that gap is now under challenge.
Energy & Tech
FCC Bans New Imported Solar Inverter Models, Handing SolarEdge Technologies Up to 41% Upside as UBS Upgrades to Buy
A U.S. regulator just rewired solar supply chains in favour of domestic suppliers.