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Mondelez International Inc
EU set to fine Oreo maker Mondelez for blocking cross-border sales
...US confectionery giant Mondelez will be fined millions of euros as early as next month for restricting sales of its products between EU member states, according to three people with direct knowledge of the...
April 16, 2024
Tesla Inc
Tesla to cut 10% of global workforce
...“It’s more of a confession that growth isn’t going to come roaring back than anything,” he added....
April 15, 2024
FT Live
Future of the Car
The technology and new business models shaping the next decade in automotive
Tuesday, 7 MaySancroft, Paternoster Square, London EC4M 7DQ, UK
BYD Co Ltd
BYD misses profit forecasts as Huawei challenge emerges
...The group reported margins for its auto business of 23.02 per cent last year, 2.63 percentage points higher compared with the previous year....
March 26, 2024
Lex PopuliInvestments
If you like a company, should you buy its shares?
...Given its £971mn market value, it is not clear what US index it would get into....
April 19, 2024
BYD Co Ltd
BYD loses EV throne to Tesla as sales slip
...BYD’s move comes as signs of softening demand have emerged in a stumbling economy....
April 2, 2024
XPeng, Inc
China’s Xpeng to boost spending to survive ‘bloody sea’ of EV competition
...The slowing pace of sales growth has fuelled expectations among auto executives for a wave of consolidation that will leave only a handful of companies in the world’s largest car market....
February 19, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Apple Inc
Apple removes WhatsApp from China store under pressure from Beijing
...The move comes as the US Congress prepares for a Saturday vote on a bill to ban ByteDance-owned short video app TikTok if it is not divested to a non-Chinese owner....
April 19, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...The news outlet/hedge fund Hunterbrook, in its debut article/short sale, sent the stock of United Wholesale Mortgage down 8 per cent....
April 3, 2024
Lex PopuliPersonal Finance
Athleisure shares appear out of shape
...Nike, with shares down 20 per cent in the past 12 months, is still taking strides to get its innovation mojo back....
March 29, 2024
Electric vehicles
US gives carmakers more time to meet aggressive emissions targets
...“This is a tax on people who can least afford it, people who drive long distances to get to work . . . They want to take away your gas car....
March 20, 2024
Emerging market investing
Revisiting Bloody Ridiculous Investment Concepts
...Stephanie Stacey’s great post on the desperate efforts to come up with a European version of the Magnificent Seven (get your tee here) reminded Alphaville of the silly attempts to find a successor to BRICs...
March 6, 2024
Unhedged
Inflation is not going quietly Premium content
...All the legal challenges focus on a single, two-sided issue: Apple’s ability to trap consumers within its iPhone ecosystem, and to extract payments from rivals who want to get at those consumers....
April 11, 2024
Tesla Inc
Tesla’s Cybertruck: hotly anticipated, long delayed, a ‘nightmare’ to make
...“It’s an impressive beast, but it’s a beast,” said Philippe Houchois, an auto analyst at Jefferies who was one of the handful selected to try it....
October 21, 2023
Rivian Automotive, Inc.
Electric-truck maker Rivian projects no production growth in 2024
...The lay-offs and lower-than-expected production projection come as EV sales are growing at a slower rate in the US....
February 21, 2024
Due Diligence
Private equity takes over golf Premium content
...“I think it won’t be rubber stamping [Elon’s wishes] any more,” said Philippe Houchois, auto analyst at Jefferies....
February 1, 2024
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Global inflation
Is UK inflation still falling?
...China will publish its first-quarter economic performance on Tuesday, with analysts looking for further signs of a rebound from the tepid growth seen since it pulled back on its hardline zero-Covid policy...
April 14, 2024
Anna Berkeley
Ask a Stylist: how to wear scarves
...Extreme Cashmere offers 12 colours in its n°35 Bandana (£151, extreme-cashmere.com)....
February 27, 2024
LexCredit cards
Visa and Mastercard’s deal to cut fees is a hollow consumer victory Premium content
...The settlement does not specify from whose cut the 4 bps decrease in interchange fees will come....
March 27, 2024
The Art Market
Marlborough Gallery to close as tougher times bite
...Instead it will create an acquisition endowment with the sale’s proceeds, “so the generosity of the Athas will continue through our museum”, Zugazagoitia says....
April 4, 2024
Elaine Moore
Chat apps have conquered office life — is that a good thing?
...Instead of being a rogue upstart, it is now part of software giant Salesforce. Sales growth has fallen. In the last quarter, it was 16 per cent, down from 33 per cent the previous year....
March 15, 2024
Transcript
Transcript: High interest rate anxiety
...But you can pick apart any data release that you want, whether it is non-farm payrolls or inflation or retail sales or something like auto loans and household debt and all that stuff....
April 16, 2024
News in-depthGeely Automobile Holdings Co Ltd
Geely’s funding hopes clouded by Lotus share price collapse
...Lotus plans to produce electric SUVs at its new production line in Wuhan, in central China, that it believes will help it expand sales from just a few thousand to 150,000 by 2028....
March 11, 2024
Investments
Behold, the Basquiat bond
...And while Drahi may like to think of himself as a shrewd operator when it comes to wringing costs out of mobile and cable businesses, he is better known for his prowess at financial engineering....
April 12, 2024
Inside BusinessPeter Campbell
How a survivalist mentality has helped Stellantis eclipse VW
...I remember once trying to get Jean-Philippe Imparato, head of Stellantis’s struggling Alfa Romeo brand, to open up about sales targets. He slammed the table. “I do not care about sales....
March 13, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...Network effects get the most attention these days, but the other two are different and important....
February 5, 2024

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