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News in-depthApple Inc
Apple targets Google staff to build AI team
...“I think they are just being a little bit more cautious because they can’t release something they can’t fully control,” he added....
April 30, 2024
InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
...“But that doesn’t mean that they are not committed to it . . . The rhetoric is a lot more cautious.”...
April 23, 2024
FT Live
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
Tesla Inc
Tesla’s biggest problem: cars
...Using today’s diluted shares (and assuming that they don’t issue more, which they will) that works out to a market cap of $181bn. Tesla’s fully diluted market cap at pixel time is still $580bn....
April 26, 2024
Financial services
How’s the PE Winter looking?
...of refinancing at higher rates?...
April 25, 2024
Ericsson
Ericsson boosted by $14bn ‘open RAN’ deal with AT&T
...Analysts at Citi said the move was “a significant announcement, for Ericsson, AT&T, Nokia and the industry”....
December 5, 2023
Lex PopuliInvestments
If you like a company, should you buy its shares?
...After a successful debut, user interest hasn’t translated into a rising share price. But tech platforms like having users on board....
April 19, 2024
FT Live
Innovation in Wealth Management Summit
Augmented intelligence for client-centric services
Thursday, 2 May9 Montague Close, London, UK
Tesla Inc
Tesla soul-searching with Adam Jonas
...may be an opportunity to open an Etsy shop: Further reading— The best of Morgan Stanley’s Adam Jonas (FTAV)— Adam Jonas explains why Tesla will be better at being Nvidia than Nvidia (FTAV)...
April 29, 2024
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...And its chief executive went further today in comments to the New York Times’s DealBook: “It’s quite clear to us that they don’t understand how consumers shop today and they don’t understand the dynamics...
April 23, 2024
News updates from December 5: Moody’s cuts China’s credit outlook, Germany’s Dax closes at record high
Ericsson shares boosted by $14bn ‘open-RAN’ deal with AT&T
...Shares in Ericsson climbed more than 9 per cent after US telecoms group AT&T announced a tie-up worth up to $14bn to roll out “open RAN” technology with the Swedish telecom equipment maker....
December 5, 2023
FT Alphaville
Doug Cifu has let FT Alphaville down
...And you know what, a lot of good people at the SEC agree with me. They won’t say it publicly....
March 13, 2024
Rutherford Hall
Never call yourself a futurist
...WhatsApp to WesPete: Ha, no I wouldn’t call myself a futurist. Just a comms guy with an eye on the horizon. Maybe a near term realist....
April 8, 2024
LexDollar Tree Inc
America’s dollar stores are struggling Premium content
...It hasn’t worked out that way....
March 19, 2024
Airlines
US airlines under fire for raising baggage fees again
...Aspell, whose son works at an airline, can fly for free on that carrier....
March 10, 2024
Investments
Behold, the Basquiat bond
...If this wasn’t provocative enough, bondholders were then told that they should brace themselves for haircuts....
April 12, 2024
LexElaine Moore
The Lex Newsletter: AI spending plans are spooking the market Premium content
...Look at page 13 of the latest shareholder deck and marvel at the way in which “vehicles” have been relegated to just one, off-centre square....
April 26, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
News in-depthT Rowe Price Group Inc
T Rowe Price chief says worst is over after heaviest ever year for outflows
...T Rowe is the sixth largest investor with a 2.3 per cent stake in the chipmaker valued at $1.2tn....
December 29, 2023
FT Magazine
The delivery rider who took on his faceless boss
...At first, he thought this was simply an error, or perhaps an estimate for a delivery by car. But then he realised that even a car couldn’t have made that journey in six minutes....
March 15, 2024
Rutherford Hall
Our clients don’t want to hear from Tories anymore
...Of course there’s loads more things we didn’t have room for in the pamphlet. I’d be happy to come by the Commons and talk about them if it would be helpful. WhatsApp to WesPeter: Tuesday at 4? Great....
March 18, 2024
Unhedged
NYCB won’t be the last rates accident Premium content
...You can’t, as they say, make this stuff up....
March 6, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...At the end of 2023, its share of the sports betting market stood at 53.4 per cent. Of course, much can still change....
March 29, 2024
Exchange traded funds
European investors pour money into defence ETFs
...weapons, when the Russians don’t seem to care about using them.”...
April 30, 2024
Turkish Airlines Inc
Turkish Airlines ‘not in a rush’ to buy more Boeing jets
...The choice “depends on what Airbus and Boeing will bring to the table”, he said, adding that “we aren’t in a rush”....
April 29, 2024
Cryptofinance
BlackRock Buidls back better Premium content
...Investors can custody their tokens at places such as Coinbase and Anchorage while BNY Mellon custodies the T-bills....
April 12, 2024
Tesla Inc
Elon Musk fires Tesla’s entire supercharger team
...In a post on X, Musk said the carmaker would continue to grow its supercharger network “at a slower pace for new locations”....
April 30, 2024
Cryptofinance
The US’s calming effect on bitcoin Premium content
...Email me at philip.stafford@ft.com Join me and my colleagues at the FT’s flagship Crypto and Digital Asset Summit on May 8-9 in London....
April 5, 2024

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