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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
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
Finance Disrupted at TNW Conference
Shaking The Foundations Of Finance | Formerly Future of Finance
Thursday, 20 JuneAmsterdam, Netherlands
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
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
LexDollar Tree Inc
America’s dollar stores are struggling Premium content
...It hasn’t worked out that way....
March 19, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
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
Life & Arts
More TikTok vicar?
...The Archbishop of Canterbury doesn’t have an account but a video of him saying “Oh God” at the funeral of the late Queen has been viewed millions of times....
April 21, 2024
LexLive Nation Entertainment Inc
Live Nation deserves to face the antitrust music Premium content
...Live Nation investors might find — like Swift herself — that a break up doesn’t have to be all bad news. pan.yuk@ft.com...
April 18, 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
LexElectric vehicles
Slumping EV sales should not ring alarm bells in Europe — yet Premium content
...Countries such as Germany dropping subsidy schemes hasn’t helped. But as sticker prices decrease, more drivers should still convert....
April 23, 2024
LexIntuit Inc
AI boom can even work on your taxes Premium content
...As befits an AI proxy, Intuit doesn’t look cheap on 36 times forward earnings. Smaller rival H&R Block trades on a multiple of only 12 times....
April 22, 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
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
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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Unhedged
NYCB won’t be the last rates accident Premium content
...You can’t, as they say, make this stuff up....
March 6, 2024
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
Tesla Inc
Tesla’s Q1 is going to be a wreck. Will anyone care?
...We’ve also had 14,000 job cuts at Tesla and the departure of senior execs, with VPs Drew Baglino and Rohan Patel both exiting....
April 17, 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
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
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
FT Swamp Notes
Tyler Cowen: Why we will learn to love AI Premium content
...“We don’t have much control over what will happen, and are never likely to,” says Cowen. So we should embrace it....
April 19, 2024
Unhedged
What’s wrong with Apple? Premium content
...(Ethan Wu) One good read The post-Dalio Bridgewater turnaround isn’t going great....
April 2, 2024
Disrupted Times
Brussels blasts Big Tech
...Judging by the record share prices enjoyed by some of these companies in recent months, Wall Street doesn’t believe it either....
March 25, 2024
Unhedged
Inflation is not going quietly Premium content
...Meanwhile in the US, the legal fight with Epic Games won’t go away....
April 11, 2024

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