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Unhedged
The labour market’s soft landing Premium content
...But she thinks this is the pattern one would expect as an economy approaches full employment: monthly job gains and other measures decelerate....
December 7, 2023
ASUSTeK Computer Inc
Taiwan’s top computer maker to produce servers in US to tap AI boom
...gain traction Intel optimistic about China despite US chip export curbs TSMC says PC and smartphone markets starting to bottom out...
November 21, 2023
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Intel Corp
Intel shows signs of rebound from fall in PC chip demand
...The company’s shares rose 8.1 per cent in after-market trading on Thursday after the earnings report, taking their total gain this year to 36 per cent....
July 27, 2023
Markets InsightEdward Stanley
Investors are still underestimating the long-term impact of AI
...The market is unable or unwilling to price any adoption gains ahead of delivery. Consequently, companies adopting AI have underperformed the broader market....
April 1, 2024
Semiconductors
AI-fuelled chip rally tested by semiconductor demand warnings
...A dismal year for PCs and smartphones in 2023 has run into new concerns about demand from automakers and industrial applications....
January 27, 2024
Microsoft Corp
Microsoft’s and Google’s AI plans clouded by concerns of rising costs
...While the company did not disclose sales or user figures for Copilot, Nadella said its swift adoption was reminiscent of the early days of the PC, which became “standard issue” after an initial period of...
January 31, 2024
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
News in-depthSemiconductors
AI drives upswing for chipmakers but doubts linger
...The latest downturn began in the summer of 2022, with the industry overcoming supply problems exacerbated by the Covid-19 pandemic just as customer spending — both by consumers on PCs or smartphones and...
January 13, 2024
FT CollectionsTech Exchange
Cristiano Amon: generative AI is ‘evolving very, very fast’ into mobile devices
...So what’s going to gain scale, in gen AI and in AI in general, is inference. Because that’s what you do: you train it so you can do inference....
January 4, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...With Nvidia, a key question is whether its current lead in AI chips (recombination of ideas) will allow its technology to become an industry standard, akin to Microsoft’s PC operating systems, or whether...
February 5, 2024
LexSony Corp
Sony: more features for PlayStation are best bet for sales growth Premium content
...The service lets gamers try out new titles, access multiplayer gaming and stream games to PlayStation consoles and PCs....
September 1, 2023
Cryptofinance
Sam Bankman-Fried’s judgment day Premium content
...But, as Mark Kornfeld of Buchanan Ingersoll and Rooney PC told me, the fact Sam did should not have come as a surprise. “Many, many times the defendant never takes the stand....
November 3, 2023
Live news updates from March 15: Swiss central bank pledges to support Credit Suisse, Apple supplier predicts demand decline
Apple supplier Foxconn predicts decline in demand after 10% drop in profit
...intelligence servers and market share gains....
March 15, 2023
FirstFT
FirstFT: UBS reports record results
...PC maker Dell, athleisure maker Lululemon and chipmaker Broadcom will report after markets close. Five more top stories 1....
August 31, 2023
Inside BusinessJune Yoon
Enthusiastic Nvidia investors may need a reality check
...At TSMC, nearly 90 per cent of sales come from consumer electronics, smartphones, PCs and cars. Time lags make a difference too. Chip orders are placed well in advance, typically once a year....
July 25, 2023
LexBig Tech
Tech stocks: recession will divide sector and giants will win Premium content
...PC sales, for example, fell by a third in the first quarter, according to Canalys data. Cloud computing clients have scaled back demand....
May 8, 2023
FT Live
Transforming the Finance Function with AI
Strategies for delivering advanced analytics, automation and decision-making
Thursday, 25 AprilDigital Conference
Gadgets
Five toys for grown-up kids
...It’s a palm-sized, open-source robot dog, and its every movement can be minutely programmed either via code (C++, Python) or a friendlier drag-and-drop interface on PC or Mac....
July 31, 2023
Unhedged
Michael Mauboussin on increasing returns to scale Premium content
...In other words, most of your gains over the long term come from a small number of stocks, even if you hold the market basket....
February 23, 2024
Transcript
Transcript: Investment Masterclass — The case for investing in AI
...What if the productivity gains that we think you’re getting from co-pilots don’t necessarily persist?...
March 5, 2024
Inside BusinessRichard Waters
Financial engineering by tech dinosaurs pays off
...Whereas Ellison took on leverage slowly, Dell launched into a series of debt-fuelled buyouts — first of his own PC company, then of storage giant EMC and the software company it controlled, VMware....
April 13, 2023
#techAsia
Toshiba buyout and shopping on TikTok Premium content
...The same year, it divested the PC business to Sharp, owned by Taiwanese parent Foxconn, and pulled down its Times Square billboard to cut costs....
August 10, 2023
Microsoft Corp
Microsoft gives downbeat outlook after signs of softer cloud demand
...The news sent Microsoft’s shares up 4 per cent before the gain was more than wiped out when the earnings forecast was issued an hour later....
January 25, 2023
Live news updates from November 1: US ‘concerned’ Iran might consider arming Russia, Aramco profits rise 39%
AMD soothes chip sector concerns with forecast for ‘flat’ sales this quarter
...The company reported third quarter sales of $5.57bn, about $1bn below the preceding three month, but still a 29 per cent increase from the year before thanks to market share gains....
November 1, 2022
Live news updates from November 2: Russia to rejoin grain pact, Fed raises key interest rate 75 bps
AMD soothes chip sector concerns with forecast for ‘flat’ sales this quarter
...The company reported third quarter sales of $5.57bn, about $1bn below the preceding three month, but still a 29 per cent increase from the year before thanks to market share gains....
November 1, 2022
Apple Inc
Apple’s iPhone sales rebound after supply chain challenges
...Mac sales fell 31 per cent, worse than the 25 per cent decline that analysts had expected amid broader weakness in the PC market....
May 4, 2023
Inside Politics
Labour’s gamble on building on greenbelt
...No problem is too thorny or too un-PC for her to tackle, and those who write in are kept anonymous. Sign up here to receive the newsletter each Wednesday....
May 18, 2023

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