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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
...Christoph Schweizer told the Financial Times that AI and generative AI were “a huge boost” to revenues in the past year as companies move from experimenting with the technology to “at-scale deployment”....
April 23, 2024
US-China relations
US revokes licences for supply of chips to China’s Huawei
...The Chinese commerce ministry said Beijing “firmly opposes” the US move, which it described as “economic coercion”....
May 8, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Pfizer Inc
Pfizer plans direct-to-consumer platform for Covid and migraine treatments
...Lilly uses online pharmacies Truepill and Amazon Pharmacy to dispense its medicines, in a move driven in part by huge demand for its popular weight-loss drug....
May 1, 2024
Unhedged
Berkshire’s next move Premium content
What’s a conglomerate for?
May 8, 2024
Inside BusinessSujeet Indap
Delaware, Inc agonises about Musk backlash as its lawyers seek changes
...Still, Delaware, Inc is going to have to decide whether its brand should be based on being an even-handed, dispassionate system or something more corporate-friendly, designed to keep up in a regulatory race...
April 23, 2024
Lex PopuliInvestments
If you like a company, should you buy its shares?
...It references the “recent successful attempts by corporates to move their primary listing away from markets which . . . do not recognise the true worth of their businesses”. This is delusional....
April 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
Due Diligence
Death and succession at Berkshire Premium content
...Job moves Credit Suisse’s final chief executive Ulrich Körner is set to leave UBS in the coming weeks....
May 7, 2024
News in-depthNews in-depth15 min
Building blocks: Lego's next move | FT Film
What can BrickLink, the eBay of plastic bricks, tell us about Lego's future corporate challenges?
March 21, 2024
Unhedged
Warren Buffett: The world’s richest index-hugger Premium content
...The p/e differential between the two moves around, but not all that much: Buffett does not like to think about value in terms of earnings per share, however, because gains and losses from investments and...
May 7, 2024
Apple Inc
EU probes Apple over App Store shutdown of Epic Games
...Sweeney said on Wednesday that Apple’s move was a threat similar to a “feudal lord mounting the skulls of their former enemies on their castle walls”....
March 7, 2024
Tesla Inc
Tesla asks shareholders to approve move to Texas and ratify Elon Musk’s pay
...After 87 per cent voted in favour, Musk said he “will move immediately to hold a shareholder vote to transfer state of incorporation to Texas”....
April 17, 2024
London
South by Southwest heads to London with week-long tech and arts festival
...Khan said on Wednesday that the move confirmed London’s “place at the heart of Europe’s tech and creative sectors and as a global capital of culture”....
May 8, 2024
TikTok Inc
TikTok gears up for legal fight in US to prevent ban
...Michael Beckerman, TikTok’s public policy head in the US, told staff in response that if the bill became law, the company would “move to the courts for a legal challenge”....
April 22, 2024
Disrupted Times
Brussels blasts Big Tech
...The US and Japan are planning the biggest upgrade to their security alliance since 1960 in a move to counter China....
March 25, 2024
Equities
Move over Tesla, there’s a new options monster in town
Hail Nvidia, the king of the new ‘AI-financial complex’
February 15, 2024
FT Live
Future of the Car 2025
The leading gathering for the automotive industry
Tuesday, 13 May 2025Sancroft, Paternoster Square, London EC4M 7DQ, UK
Berkshire after Buffett
Berkshire after Buffett: prized energy business faces upheaval
...PacifiCorp blasted the move, saying utilities were in danger of becoming “de facto insurers of last resort”....
May 3, 2024
News in-depthTechnology regulation
Big Tech regulatory crackdown spreads to Asia and Australia
...The move in Tokyo comes as officials in South Korea intend to introduce wide-ranging legislation to regulate online platforms, targeting ecommerce players to streaming services and social media providers...
May 10, 2024
Uber Technologies Inc
Uber’s results hit by legal costs after decade of regulatory battles
...The ride-hailing company hopes the move will help it to compete with rival DoorDash in suburban locations across America....
May 8, 2024
Paramount Global
Skydance in exclusive merger talks with Paramount
...The move comes after Paramount’s board spurned a bid from Apollo to buy out all of the media group’s shareholders at a valuation of between $17 and $19.50 a share, according to people briefed on the matter...
April 3, 2024
LexElon Musk
Elon Musk says Texas forever. Shareholders should not Premium content
...The materials noted that 87 per cent of respondents to Musk’s Twitter plebiscite in January, just after the pay package ruling, were in favour of a move....
April 17, 2024
Inside BusinessLeo Lewis
Why an M&A swoop in Hawaii is a big bet on the yen
...Alaska may not think about the deal in these exact terms, but this is a move where currency could prove a huge sweetener....
February 13, 2024
EU tech regulation
EU probes Apple, Meta and Alphabet under landmark new law
...Possible outcomes aside, this move risks confirming industry fears that the DMA compliance process might end up being politicised.”...
March 25, 2024
Tesla Inc
Tesla shares surge after Elon Musk secures deal with China’s Baidu
...“Going balls to the wall on autonomy is a blindingly obvious move,” Musk wrote on X, his social media platform, earlier this month....
April 29, 2024
Unhedged
Valuing Reddit, take 2 Premium content
...Usually, big currency moves follow rate differentials — that is, the gap between two countries’ nominal interest rates. Higher rates should attract capital and push up a country’s currency....
March 28, 2024
Moral Money
Will Big Tobacco’s ESG argument go up in smoke? Premium content
...And given the public’s steady move away from cigarettes — and the threat of increasingly strict policy measures — is there an investment case even for those with a narrow financial perspective?...
May 6, 2024

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