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InterviewArtificial intelligence
BCG says AI consulting will supply 20% of revenues this year
CEO projects share of sales will double as companies integrate technology into operations
April 23, 2024
US-China relations
US revokes licences for supply of chips to China’s Huawei
...The move by the US Department of Commerce affects the supply of chips for Huawei’s laptop computers and mobile phones, according to people familiar with the situation....
May 8, 2024
FT Live
Investing in America
Foreign companies as drivers of US growth, resilience and competitiveness
Tuesday, 10 DecemberHybrid Conference
Aircraft manufacturing
Supplier to Boeing and Airbus warns against break-up of N Ireland facility
...Spirit supplies Boeing with the fuselages for its 737 Max aircraft and both manufacturers are undergoing an audit by America’s aviation safety regulator....
May 9, 2024
News in-depthGlobal inflation
Central bankers see ‘immaculate disinflation’ within reach
...“The 2021-2023 inflation surge across advanced economies was different because it mainly reflected adverse supply shocks, rather than strong aggregate demand,” said Saunders....
March 19, 2024
Japan Tobacco Inc
Japan Tobacco reshapes supply chains to protect Russia business
...Japan Tobacco’s chief executive has said the company will keep its lucrative Russian business to satisfy investors after reshaping its supply chains to comply with sanctions....
May 1, 2024
News in-depthSemiconductors
Taiwan’s chip industry heads overseas amid supply chain shift
...A version of this article was first published by Nikkei Asia on April 4 2024. ©2024 Nikkei Inc. All rights reserved....
April 10, 2024
FT Live
TNW Conference 2024 - The Next Web
Europe’s leading tech event for corporates, startups, investors and governments
Thursday, 20 JuneAmsterdam, Netherlands
LexPeloton Interactive Inc
Peloton and Carvana: the pandemic stars headed in different directions Premium content
...Both were lossmaking business models with complex supply chains. Regardless, their market capitalisations peaked at about $50bn in 2021. Both were left exposed when interest rates rose in 2022....
May 7, 2024
Electric vehicles
China’s EV sector to test offshore markets after Zeekr’s strong US IPO
...That left fewer shares available for investors on the open market, creating a “supply-demand imbalance” and thus “a positive reaction” from buyers, said a banker who worked on the deal....
May 12, 2024
Apple Inc
Apple removes WhatsApp from China store under pressure from Beijing
...Apple is now trying to diversify its supply chain, relocating parts of its production to countries such as India....
April 19, 2024
Airbnb Inc
Airbnb wary of slowdown after early Easter sparks jump in profits
...Airbnb ended the first quarter with its highest number of active listings and said it continued to see “double-digit supply increases across all regions”....
May 8, 2024
Apple Inc
Apple accused by Congo over conflict minerals in iPhones
...Various armed groups control strategic supply chains into Rwanda and Uganda, analysts and Congolese officials say....
April 25, 2024
LexRetail sector
Home Depot has bet $18bn on US housing market paralysis Premium content
...Homeowners who have locked in on low mortgage rates are reluctant to sell, limiting the supply of houses for sale....
April 2, 2024
Unhedged
Uber’s Dara Khosrowshahi defends buyback policy
...The shorthand equation is PY = MV, or: Price level * Real output = Money supply * Velocity of money This is the same as: Nominal output = Money supply * Velocity of money So, yes, velocity of money —...
February 28, 2024
Paris Olympics
Parisians struggle to cash in on Olympic Games rentals
...However, their plans to rent their homes to tourists at high prices during the sacrosanct French August holiday period are being dashed as supply outstrips demand....
April 20, 2024
Berkshire Hathaway Inc
Berkshire Hathaway’s cash pile hits record as Buffett cuts stake in Apple
...Sales at Precision Castparts, an aeroplane parts manufacturer that supplies Boeing, jumped 10 per cent to $2.5bn....
May 4, 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
LexTesla Inc
Robotaxis are not the solution to Tesla’s problems Premium content
...Tesla has 28 days of unsold supply, up from 15 days last year. This may be connected to rising competition and the reduction of US government subsidies, two factors over which Tesla has no control....
April 23, 2024
Moral Money
Tesla share price surge highlights electric vehicle investors’ jitters Premium content
...The fierce competition and smaller profits are also affecting companies in the EV supply chain — notably battery makers....
April 26, 2024
Apple Inc
Tim Cook praises China’s ‘critical’ role in Apple’s business
...The state-owned Global Times, best known for its nationalist bashing of the US, reported the increased investment pledge and quoted Cook as saying: “There’s no supply chain in the world that’s more critical...
March 21, 2024
Special ReportNorth America Innovative Lawyers
In-house lawyers pick up pace on generative AI and supply chains
...Tensions between the US and China and new laws such as the US Inflation Reduction Act have wide-reaching implications for supply chains and investment....
December 5, 2023
LexTesla Inc
Elon Musk is still intrinsic to Tesla’s future Premium content
...Tesla blames supply problems, pointing to conflict in the Middle East and an arson attack at its Berlin factory. But a gap between production and delivery numbers suggests issues with demand....
April 2, 2024
Technology sector
Taiwan’s Acer and Asustek step up ‘Make in India’ plans
...A version of this article was first published by Nikkei Asia on February 7. ©2024 Nikkei Inc. All rights reserved....
February 12, 2024
Disrupted Times
Brussels blasts Big Tech
...Russia’s enriched uranium makes up 30 per cent of EU supply....
March 25, 2024
Turkish Airlines Inc
Turkish Airlines ‘not in a rush’ to buy more Boeing jets
...Turkish companies already play a role in Airbus’s supply chain, with more than 30 providing a range of components....
April 29, 2024
Oil
Canada’s oil industry cuts reliance on US market as pipeline expands
...The soaring cost of the Trans Mountain project, worsened by supply chain bottlenecks, wildfires along its route and inflation, heightened frustrations among climate activists and fiscal hawks....
May 2, 2024
Tesla Inc
Tesla to cut 10% of global workforce
...The job cuts come as the slowdown in sales of EVs makes waves across the global car industry, with companies across the supply chain from South Korea to Germany slashing jobs and costs....
April 15, 2024

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