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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
...It has also rolled out AI tools to its 33,000 employees, helping them manage company data, write text, summarise information and produce slides....
April 23, 2024
WPP PLC
Ogilvy forms health influencer unit to target ‘new frontier’ in marketing
...Carolyn Solan, head of external partnerships at consumer drugs group Haleon, which largely produces over-the-counter drugs that can be advertised more easily, said that “while partnering with expert patients...
April 23, 2024
FT Live
US Pharma and Biotech Summit
Strategies for innovation, pricing and access
Thursday, 16 MayNew York, NY, USA
Lex PopuliInvestments
If you like a company, should you buy its shares?
...London market is a scapegoat for poor performance When a UK company’s share price goes south, simply blame the London market....
April 19, 2024
Ithaca Energy Inc
Ithaca Energy in exclusive talks for Eni’s UK upstream assets
...It previously warned that it would have to defer or cancel investment, and produce less oil....
March 27, 2024
Behind the Money podcast17 min listen
Can WeightWatchers survive the Wegovy era?
...Then, GLP-1 anti-obesity drugs hit the market, long-time spokesperson and board member Oprah Winfrey announced her departure, and the company’s credit rating was downgraded....
April 10, 2024
Volkswagen AG
Volkswagen considers partnership to produce mass market electric vehicles
...Although its market share remains small, BYD aims to begin manufacturing EVs at a new plant in Hungary from the end of next year....
March 13, 2024
FT Live
Global Pharma and Biotech Summit
Driving life sciences innovation in a disrupted world
Tuesday, 5 NovemberIn-Person & Online Conference
Accountancy
Investors left in the dark after US companies fail to file on time
...The auditors of large US companies are required not just to sign off on the annual figures themselves but also on the internal controls and systems that a company used to produce them....
March 1, 2024
Johnson & Johnson Co Inc
Johnson & Johnson buys device maker Shockwave for $13.1bn
...J&J was valued at $367bn, as of market close in New York on Thursday....
April 5, 2024
The FT ViewThe editorial board
The electric vehicle revolution is running out of steam
...But strains are emerging as governments and carmakers try to convert the market to EVs and to phase out internal combustion engines by the 2030s....
April 10, 2024
Unhedged
Where Tesla departs from the Mag 7 Premium content
...Look at the relative performance of a company, control for everything you can think of and measure — company size, industry, market shifts, geography and so on....
April 3, 2024
ASUSTeK Computer Inc
Taiwan’s top computer maker to produce servers in US to tap AI boom
.... ©2023 Nikkei Inc. All rights reserved....
November 21, 2023
LexBoeing Co
Re-merger of Boeing and Spirit AeroSystems pits quality control against value creation
...He concluded that assessments on transaction, monitoring and agency costs would compel managers to either produce internally or outsource to another company....
March 4, 2024
Airlines
US airlines under fire for raising baggage fees again
...But Southwest, which heavily markets its “Bags fly free” policy, endorsed it....
March 10, 2024
Apple Inc
Apple removes WhatsApp and Threads from China store under pressure from Beijing
...Apple has suffered falling smartphone sales in China, where it faces increased competition from Huawei in the premium segment of the market and a crackdown on the use of its devices by government employees...
April 19, 2024
LexIntuit Inc
AI boom can even work on your taxes Premium content
...At $170bn, its market valuation towers over that of Goldman Sachs, Morgan Stanley and Citigroup. Intuit is best known for its small-business accounting and DIY tax-filing software....
April 22, 2024
FT Live
US Decarbonization and Industrial Transition Summit
Securing the resources to build and finance America's clean energy future
Wednesday, 29 MayWashington, D.C., USA
LexIPOs
Reddit IPO targets low float and low valuation Premium content
...Compare Reddit’s IPO to Snap’s and it is clear how interest in social media has changed. When Snap joined markets in 2017 its listing price valued the company at about 60 times trailing revenue....
February 6, 2024
Tesla Inc
Tesla evacuates German plant after suspected arson attack triggers power cuts
...The US company told the Financial Times there had been “no attack on or fire at the factory”, which is situated in the Brandenburg region south-east of Berlin and produces 6,000 cars a week....
March 5, 2024
Venice Biennale 2024
Romania brings modern mosaics to the Venice Biennale
...“The market is free, but it is a cruel place and art somehow is modified. It is free, but it isn’t.” These are the questions Savu and other artists grapple with — often with an eye on the past....
April 13, 2024
LexAsset allocation
Larry Fink’s faith in the power of markets needs some tempering Premium content
...But markets can be corrupted and are not fail-safe alone. The global financial crisis of 2008 was the result of unprecedented dysfunction and perversion of the mortgage securities market....
April 2, 2024
Rivian Automotive, Inc.
Electric-truck maker Rivian projects no production growth in 2024
...Rivian went public in late 2021 with a market capitalisation of more than $100bn — bigger than Ford and General Motors....
February 21, 2024
UnhedgedRobert Armstrong
Where increasing returns come from Premium content
...It does not have particularly low incremental unit costs: the iPhone 15 Pro Max reportedly costs between $500 and $600 to produce....
February 5, 2024
Inside BusinessJune Yoon
New generation of chips will drive the AI wave
...Samsung and Micron produce older generation HBMs and are set to release their latest versions in the coming months....
December 19, 2023
News in-depthAgricultural commodities
Latin American cocoa farmers rush to expand planting as prices spike
...Industry figures said farmers in their source markets of Ecuador, Brazil, Peru and Colombia were scrambling to acquire seedlings and adding to the land area devoted to the crop....
April 23, 2024
Media
Redstone prefers rival deal to Apollo’s $11bn Paramount studio bid
...That deal would result in Ellison running the combined Paramount and Skydance, which already produce movies together including Top Gun and Mission: Impossible, according to those briefed on the plan....
March 21, 2024
US-China trade dispute
US solar manufacturers in ‘dire situation’ as imports soar
...panels have overwhelmed the market and crippled domestic suppliers....
March 13, 2024

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