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Semiconductors
Japanese chipmaker Renesas steps up deal spree with $5.8bn Altium bid
...Paul Mason, an analyst with E&P, said: “This is clearly a positive development for the Altium share price....
February 15, 2024
News in-depthApple Inc
Apple’s ‘carbon neutral’ claims come under scrutiny
...tracking carbon emissions provided a thorough assessment of the environmental impact of small electronic devices such as smartwatches and wireless earbuds, which can be difficult to repair and often end up as e-waste...
October 24, 2023
FT Live
Financial Times @COP
FT Live events coinciding with COP
Monday, 11 NovemberBaku, Azerbaijan
LexBird Rides Inc
E-scooters: wheels come off start-up with Bird-brained business plan Premium content
...Please tell us what you think of the e-scooter boom in the comments section below....
December 20, 2023
FT Alphaville
Doug Cifu has let FT Alphaville down
...I said this to the staff of the SEC and to Gensler, which is you think that Schwab, Fidelity, Vanguard, Morgan Stanley, E-TRADE, they need to be told where to send their retail orders, like they don’t have...
March 13, 2024
Unhedged
What’s wrong with Apple? Premium content
...As Chris Verrone of Strategas noted yesterday, rising breadth helps make market euphoria look a bit less scary: The immediate risk we see is sentiment (i.e., the bar of expectations is high), but so far...
April 2, 2024
Apple Inc
‘Sell Apple’
...The P/E relative of the stock on UBS 2026E EPS (against the market) goes to a record high of 152% on the UBS forecast of earnings. 2....
February 27, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Rivian Automotive, Inc.
Electric-truck maker Rivian projects no production growth in 2024
...Ford is reducing production of the F-150 Lightning, the electrified version of its best-selling pick-up truck, and this week it slashed prices on the Mustang Mach-E SUV....
February 21, 2024
Alice Ross
Time for investors to turn up the heat on climate governance
...But I’ve long thought it would be helpful to have a G that was more related to the E....
March 29, 2024
News in-depthNikkei Asia
Bicycle parts maker Shimano seeks growth with Singapore plant
...A version of this article was first published by Nikkei Asia on March 6. ©2024 Nikkei Inc. All rights reserved....
March 12, 2024
Bird Rides Inc
Electric scooter rental pioneer Bird files for bankruptcy
...Earlier this year, residents in Paris voted to ban rental e-scooters, shutting down what had once been the industry’s largest market....
December 20, 2023
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...Below is the trailing P/E ratio on the S&P 500: There are other signs of dizziness out there. Some individual stocks have gone bananas....
February 28, 2024
Unhedged
What Big Tech antitrust gets wrong Premium content
...Its forward P/E is just 15. We’re still searching for good stock picks. If you’ve got a candidate, email us: robert.armstrong@ft.com and ethan.wu@ft.com....
January 19, 2024
Berkshire Hathaway Inc
Buffett sounds wildfire alarm as utilities industry enters new era
...Buffett highlighted as examples of wildfire liabilities both PG&E and Hawaiian Electric, which has been sued in connection with last year’s devastating Maui inferno....
March 1, 2024
Banks
Mike Mayo ❤️ Citi
...We est. the value of the Services LOB (est. 1/4 of core revenues) at about 4/5 of Citi’s market cap ($75B vs $99B as of Dec. 29, 2023) assuming a P/E of 12-13x on 2024E earnings of $6B....
January 2, 2024
Tobacco
FDA issues ban on RJ Reynolds menthol-flavoured vapes in US
...The US federal drug regulator has told British American Tobacco’s US subsidiary to halt sales of its menthol-flavoured Vuse Alto vape, the most popular e-cigarette in the US, following a jump in popularity...
October 12, 2023
FT Live
Climate Capital Live
The leading global platform for climate science, finance and business
Wednesday, 19 March 2025London, UK & Online
FT Magazine
Wine was my poison. Now it’s my sober passion
...In A&E, they rushed me to an endoscopy, where a bolt of glorious general anaesthetic shut everything down: the flock of beautiful blue birds I’d been hallucinating during delirium tremens, the bleeding stomach...
January 13, 2024
News in-depthT Rowe Price Group Inc
T Rowe Price chief says worst is over after heaviest ever year for outflows
.../ From E R Yescombe, YCL Consulting, London N10, UK...
December 29, 2023
Cyber Security
SolarWinds faces SEC lawsuit after 2020 hack
...A SolarWinds manager in November 2020 wrote in an instant message: “[E]very time I hear about our head geeks talking about security I want to throw up.”...
October 30, 2023
The Big Read
How AI is transforming the business of advertising
...In March 2023, Coca-Cola experimented with an AI platform, using GPT-4 and DALL-E, that allowed people to generate art work that featured on digital billboards in New York’s Times Square and London’s Piccadilly...
February 11, 2024
Getty Images Inc
Getty users gain access to AI image generator with legal protection
...Getty’s product launch comes on the heels of OpenAI’s update last week of its popular image-generating tool DALL-E....
September 25, 2023
Climate change
Shipowners and traders clash over cost of climate regulations
...In an effort to encourage the sector to clean up, the IMO in January introduced the Carbon Intensity Indicator, which grades individual ships based on their emissions from A to E....
August 28, 2023
Electric vehicles
Sales of electric vehicles in the US are accelerating
...This prompted Ford to price its Mustang Mach-E between $46,000 and $64,000....
July 8, 2023
Tesla Inc
Tesla solar panels were going to change the world. What happened?
...Per Tesla’s 2018 10k: [w]e have been installing this product [Solar Roof] at a slow pace to gather learnings about our design and installation processes, and plan to ramp the production of Solar Roof with...
November 14, 2023
Sexual misconduct allegations
New York law unleashes ‘avalanche’ of historic sexual abuse claims
...Journalist E Jean Carroll won $5mn in damages from Donald Trump in a claim brought under the act, in which she alleged the real estate mogul had assaulted her in a Manhattan department store in the 1990s...
November 23, 2023
ExplainerSocial Media3 min
The data security concerns around TikTok | FT Tech
...It has recently launched a new shopping feature to expand its online retail business, challenging rivals like Shein and Amazon for a greater share of the multitrillion dollar e-commerce sector....
October 5, 2023

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