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Hedge funds
Hedge funds threaten to pull India investments due to regulatory crackdown
...The rules are part of a drive by Sebi to better understand the ultimate investors buying Indian stocks....
March 10, 2024
FT Swamp Notes
Does DoJ versus Apple signal a market top? Premium content
...a greater number of players in crucial markets in order to avoid another supply chain crisis, in this Foreign Policy feature....
March 25, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Unhedged
What’s wrong with Apple? Premium content
...For a while, many pundits — including Unhedged — talked about Apple as a “defensive growth” stock, with high barriers to entry and a big services business to carry it through the economic cycle....
April 2, 2024
Apple Inc
Apple loses smartphone crown to Samsung as Chinese rivals gain ground
...At the same time, Apple is diversifying its manufacturing away from China. Tim Cook, Apple’s chief executive, is visiting Vietnam this week as the iPhone maker plans to increase its supply chain there....
April 15, 2024
Inside BusinessRichard Waters
Apple’s slow-burn approach to products
...Each of these products has reached something of a crossroads, presenting a test for the company’s vaunted launch discipline. Apple’s last big gadget launch was nine years ago, with the Watch....
January 25, 2024
Disrupted Times
Brussels blasts Big Tech
...of a big correction”....
March 25, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
Apple Inc
Apple boosts plans to bring generative AI to iPhones
...The iPhone maker has been more active than rival big tech companies in buying AI start-ups, acquiring 21 since the beginning of 2017, research from PitchBook shows....
January 24, 2024
Big Tech
Microsoft neck and neck with Apple in fight to be world’s most valuable company
...Tech groups....
January 11, 2024
#techAsia
Huawei’s latest surprise and an unexpected avatar Premium content
...Apple has invested at least $1bn in microLED R&D and even made a push into the actual manufacturing of the cutting-edge display technology....
April 18, 2024
Due Diligence
The billionaire, TikTok and Trump Premium content
...The group of senior class A and subordinate class B bonds are securitised at the operating companies....
April 24, 2024
Meta Platforms
How Meta got over Silicon Valley’s disdain for dividends
...Apple announced a quarterly dividend of 24 cents per share on Thursday. “No one is buying Apple for the dividend yield at this point in time,” said Silverblatt....
February 2, 2024
Apple Inc
Apple fails to dispel worries over hardware outlook and China sales
...“If Apple had the same number of weeks, they’d be up 7 per cent — the business is healthy,” he said....
November 2, 2023
News in-depthBig Tech
Investors to look for AI-powered gains during Big Tech earnings season
...Also under scrutiny will be the groups forced to reinvest to tackle bigger growth opportunities in AI, such as by increasing spending on high-end chips that are in short supply....
January 22, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...of a libertarian/conservative flavour, and that (b) McKinsey is a consultancy with a strong incentive to say what its corporate clients want to hear....
April 3, 2024
Simon Edelsten
Where next for the Magnificent Seven?
...But will that make a big difference to Apple’s revenue? I could be wrong, but I doubt it. Tesla has little in common with the others....
January 23, 2024
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Qualcomm Inc
Qualcomm strikes new Apple deal on 5G chips
...Qualcomm has extended a deal to supply 5G modems for Apple’s smartphones, in a sign the iPhone maker is still struggling to perfect the technology in-house....
September 11, 2023
LexApple Inc
Apple: follow the R&D money to where devices giant is headed Premium content
...Apple’s huge installed base of devices is buoying service revenues. These rose 8 per cent in the last quarter and account for more than a quarter of the total. Apple is now a mature hardware business....
August 4, 2023
#techAsia
Huawei goes ‘007’ and TSMC gets a grant Premium content
...Roughly a week ago, I was hiding under the big dining table in my apartment....
April 11, 2024
FT Swamp Notes
Big Tech must be scared Premium content
...Over the past few weeks, I’ve received a number of outreaches from big companies (particularly in the tech space), their trade groups and public relations teams, as well as the think-tanks they fund....
March 11, 2024
Semiconductors
Europe’s top chipmaker Infineon boosts hiring in India and Vietnam
...India has attracted big players, including Intel, Qualcomm, AMD, Applied Materials and Micron, who are setting up R&D centres and even production facilities there, while Apple’s top suppliers Foxconn and...
January 30, 2024
Technology sector
Taiwan’s Acer and Asustek step up ‘Make in India’ plans
...“We already have a rented facility for the service for a long time, but the business is very big and growing....
February 12, 2024
#techAsia
Apple’s China headache and Alibaba’s surprise shake-up Premium content
...The new round of US and China tech tensions made Apple, Huawei and their respective supply chains another topic of conversation....
September 14, 2023
LexHelen Thomas
The Lex Newsletter: New terrain for antitrust watchdogs Premium content
...The broader focus, and one flagged by the FTC’s Lina Khan in the US as well, is how a series of small deals can have a big effect on a market....
March 13, 2024
House & Home
What does ‘local’ actually mean?
...“Instead of going to a big supermarket owned by a rich group of people, you generate revenue into small businesses run by independent people who live in your community and hire people from your community...
March 30, 2024
UnhedgedRobert Armstrong
Art as investment and investment as art Premium content
...However, given the relatively limited supply of high-quality art, average buying power may matter less to the determination of high-end art prices than how much money the wealthiest members of society can...
April 15, 2024

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