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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
FT GlobetrotterTips from the top
James Brown of Blue Mountain School’s perfect Saturday in London
...They don’t have an e-shop or any information online, so you have to go to the store if you’d like to see their new arrivals, which feels so refreshing these days....
April 23, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
Transcript
Transcript: Prime ministers’ legacies — Sunak, Truss and Brown
...I think she said we weren’t pure capital-E establishment, more of what you called a “flying buttress” to it....
April 19, 2024
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
US & Canadian companies
Pwease don’t be mean, I’m just a wittle luxury bag conglomerate 👉👈
...they don’t understand how consumers shop today and they don’t understand the dynamics of a marketplace with no barriers to entry, constant influx of new competitors,” Joanne Crevoiserat, the company’s C.E.O...
April 23, 2024
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
FT Live
Future of Asset Management Europe
New fund firm models for Europe's resurgence
Tuesday, 12 NovemberLondon, UK
Ask Adeela
10 recommended products for menopausal skin
...Conversely, melanin production increases, which can lead to pigmentation and brown spots....
March 12, 2024
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
FT Swamp Notes
Tyler Cowen: Why we will learn to love AI Premium content
...In a 15,000 word essay (published ironically as an e-book), he laid out why we had hit a technological plateau in which all the low-hanging fruits of easy productivity growth had been exhausted....
April 19, 2024
Hannah Murphy
Why AI conspiracy videos are spamming social media
...This information was kept top secret by the state, he insists, but then leaked by a US agency worker named Jonathan Brown. In fact, the video is a sham, experts say....
March 21, 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
Tesla Inc
Tesla’s Q1 is going to be a wreck. Will anyone care?
...This group of investors generally views Robotaxi (i.e. fully autonomous vehicles running on the Tesla network) as a very long-dated opportunity....
April 17, 2024
BlackRock Inc
Larry Fink warns retirement crisis looms for ageing world population
...Thasunda Brown Duckett, chief executive of retirement provider TIAA, has been talking for several years about a $4tn gap between what Americans need for old age and what they have saved....
March 26, 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
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
FT Live
Building an AI-First Organisation
How can business leaders use AI to drive value?
Thursday, 25 AprilHôtel Lutetia, Paris, France
Lloyd's of London Ltd
Lloyd’s of London to stay in landmark building until at least 2035
...Currently, the building has an energy rating of E, in an official range where A+ is best and G is worst. It did not disclose the terms of the deal....
December 16, 2023
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
Ecommerce25 min
The rise of Pinduoduo and Temu: profits and secrets | FT Film
...They don't court Wall Street equity analysts like the other Chinese e-commerce giants do....
March 6, 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
FT MagazineRobert Shrimsley
When AI-powered means rebranded rip-off
...Then it was items with an “e” in front of them, at least until Steve Jobs replaced the “e” with an “i”. Then “connected”, “smart”, “voice-activated” and “virtual”....
January 19, 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
Berkshire Hathaway Inc
Berkshire Hathaway settles dispute over value of Pilot Travel Centers
...Berkshire hit back in November, accusing the founder’s son Jimmy Haslam III, co-owner of the Cleveland Browns football team, of seeking to suborn executives at Pilot into inflating the company’s profits,...
January 8, 2024
Special ReportManaging Climate Change
Why the legitimacy of carbon credits matters for African businesses
...The cookstove industry, Brown says, is working on new standards to meet the demand....
November 30, 2023
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

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